Monthly Bookkeeping for Your Business
We reconcile your transactions, categorize your expenses, and hand you clean monthly financial statements, so your books are ready whenever you need them.
Final pricing depends on your monthly transaction volume and the complexity of your books.
Clean books, delivered on a predictable monthly rhythm
Each month, we pull your business bank and credit card activity and reconcile every transaction against your records, flagging anything that looks off before it becomes a bigger problem. From there, we categorize your income and expenses so your books actually reflect how your business runs, not just a pile of unsorted transactions.
Once reconciliation and categorization are done, we prepare your core financial statements: a profit and loss statement showing what came in and went out, and a balance sheet showing what your business owns and owes. Those statements are what your CPA needs at tax time, and what lenders or investors typically ask for if you're pursuing financing or outside capital.
What's included
- Monthly reconciliation of bank and credit card transactions
- Expense and income categorization
- Monthly profit and loss statement
- Monthly balance sheet
- Books organized and ready for tax time or lender requests
From connected accounts to monthly statements
Connect Your Accounts
Share access to your business bank, credit card, and bookkeeping software.
We Reconcile & Categorize
Each transaction is matched and sorted into the right category every month.
Receive Your Statements
You get a P&L and balance sheet reflecting your business's monthly activity.
Stay Ready Year-Round
Your books stay current, so tax time and lender or investor requests are one less scramble.
Frequently Asked Questions
We reconcile your transactions, categorize your income and expenses, and prepare basic financial statements each month, including a profit and loss statement and a balance sheet.
Yes, we'll need read access to your business bank and credit card statements or your bookkeeping software so we can reconcile transactions accurately each month.
No. We keep your books clean and organized throughout the year, which makes tax season easier for your CPA, but we don't prepare or file tax returns as part of bookkeeping.
Bookkeeping starts at $99 per month, with final pricing based on your monthly transaction volume and the complexity of your books.
