Bookkeeping for small businesses
We keep your books in QuickBooks Online or Xero, every month. Every account reconciled, every transaction categorized, and a profit and loss you can actually read. Months or years behind? We catch you up first, then keep you current.
Updated November 2026
What's in monthly bookkeeping?
Everything it takes to close the month and hand you numbers you trust. Behind on your books? Start with catch-up bookkeeping.
Every account reconciled
Bank, card and loan accounts tied to the statement, to the penny.
Every transaction categorized
Sorted to a chart of accounts that fits how your business makes money.
Questions in one batch
Unclear transactions come to you together once a month, not one at a time.
Reports you can read
Profit and loss, balance sheet and a cash summary when the month closes.
Invoices and bills current
If you bill customers or pay vendors in QuickBooks or Xero, we keep it tidy.
A tax-ready year end
Year-end close and a clean file for your business return.
Catch-up bookkeeping
- Priced per month behind, from $150 a month, quoted before we start
- We work oldest to newest, so every balance ties to the bank
- Anything we can't explain comes to you in one list
- Clean financials for each year, ready for a return or a lender
Switching from another bookkeeper?
We start from your exports and bank statements, so you don't start over.
- Running payroll and filing payroll taxes. That's payroll, in the Growth plan and up
- Your business and personal returns, in the Growth and Complete plans or as one-off jobs
- Physical inventory counts. We work fully online, so counts come from you or your inventory system
How do we get your books current?
You don't need to clean anything up before you call. That's our job.
Free 30-minute call
Accounts, software and how far behind you are.
Fixed quote
One price in writing. You connect your bank feeds and invite us in.
Catch-up, if needed
Missing months rebuilt and tied to the bank.
Monthly close
Reconciled, categorized and reported, every month.
How much does bookkeeping cost?
Monthly books are priced by how many transactions you have. Catch-up is priced per month behind.
Starter
Under 100 transactions a month
$250/mo
- Up to 3 bank and card accounts
- Monthly close and statements
- QuickBooks Online or Xero
Growth
100 to 300 transactions
$400/mo
- Up to 6 accounts
- Payroll and loans tied out
- Bills and invoices kept current
Busy
300 to 700 transactions
$650/mo
- More accounts and locations
- Inventory or class tracking
- A monthly check-in on the numbers
Light
1 bank account and 1 card
$150per month behind
- Under 100 transactions a month
- Reconciled in QuickBooks Online or Xero
- A statement for every month
Standard
Up to 4 accounts
$250per month behind
- Up to 300 transactions a month
- Loans and payroll tied out
- Ready for your tax return
Heavy
Busy books, several accounts
$400per month behind
- More than 300 transactions a month
- Inventory or more than one entity
- Every account reconciled
Priced on top
- More than 700 transactions a month, quoted after a look at your books
- A second entity or more locations
Or bundle it
The Essentials plan adds sales tax filings to your books, from $300 a month.
Not sure which tier fits? We confirm it, and the fixed price, on a free call before any work starts.
Bookkeeping questions, answered.
Still wondering about something? Ask on a free 30-minute call.
Book a callSources: IRS recordkeeping, Publication 583
Free tools: Catch-up bookkeeping, Profit margin calculator, Record retention schedule, Year-end bookkeeping checklist
QuickBooks Online or Xero?
We work in both. Most clients use QuickBooks Online. If you're happy in Xero, we stay there. On QuickBooks Desktop or spreadsheets? We'll tell you on the first call whether moving makes sense.
Cash or accrual books?
Most small businesses use cash basis, where income counts when it arrives. Accrual books suit businesses with inventory, long projects or investors. We recommend one on the first call and keep your tax return consistent with it.
Do I need to send you every receipt?
No. Bank and card feeds bring in most transactions. We ask about anything we can't identify, plus the expenses the IRS expects you to back up, like meals, travel, vehicles and large equipment.
Will you work in my existing QuickBooks file?
Yes. We review it first. If it's in decent shape we pick up from there. If not, we tell you what needs fixing and include it in the catch-up quote.
How do I talk to my bookkeeper?
By email, phone or video, with the same accountant every month. Documents go through the secure client portal instead of email attachments.
What happens to my books if I leave?
Plans run month to month. If you leave, we hand over clean books and every report we prepared, so the next person starts where we stopped.
Tell us what's messy. We'll tell you what it takes.
Tell us what you need and get a fixed price before any work starts. No pressure and no contract.