Accurate books.

Zero Surprises.

We handle your bookkeeping so you always know exactly where your business stands — every month, without the stress.

OVERVIEW

WHAT'S INCLUDED

Bookkeeping & Reconciliation

Clean, accurate books are the foundation of every healthy business. We handle all of your day-to-day bookkeeping — transaction categorization, bank reconciliation, accounts payable and receivable tracking, and month-end close — so your records are always current, accurate, and ready when you need them. Whether it's tax season, a lender review, or a board meeting, your books will be in order. We work inside your existing accounting software (QuickBooks, Xero, Zoho Books, or others) and communicate proactively so you're never left guessing.

Everything you need, nothing you don't

Year-round tax planning strategy
Quarterly estimated tax calculations
Deduction optimization and timing
Tax-efficient business structuring guidance
CPA coordination for timely return filing
Year-end tax preparation checklist
Entity structure review and recommendations

IDEAL FOR

Startups and small businesses that need reliable, consistent books without the overhead of an in-house bookkeeper. Especially valuable for founders who are spending too much time on finances and not enough time running their business.

WHY IT MATTERS

The real impact on your business.

Always tax-ready

Your books are reconciled and categorized every month, so tax season is a handoff — not a scramble. Your CPA gets clean records and you avoid costly last-minute cleanup fees.

Real-time financial clarity

Know your cash position, outstanding invoices, and monthly expenses at any time. No more guessing whether you can afford that hire or that equipment purchase.

Catch errors before they compound

Monthly reconciliation catches bank errors, duplicate charges, and miscategorized transactions before they snowball into bigger problems.

Investor and lender confidence

Clean, consistent books signal a well-run business. When you need a loan or are raising a round, accurate financials make the process faster and smoother.

Free up your time

Stop spending evenings and weekends on receipts and spreadsheets. Hand it off to a professional and focus on what actually grows your business.

Scalable as you grow

Our bookkeeping service scales with your transaction volume. As your business grows, your books stay just as clean and organized.

Frequently Asked Questions

What accounting software do you work with?

We work with QuickBooks Online, Xero, Zoho Books, and most other cloud-based accounting platforms. If you are not sure which software is right for you, we can help you choose — or set it up from scratch.

How often will my books be updated?

We reconcile and update your books on a monthly basis, with a full month-end close delivered within the first two weeks of the following month. If you need more frequent updates, we can discuss a custom cadence.

Do I need to send you receipts and documents?

We connect directly to your bank accounts, credit cards, and payment processors via read-only feeds, so most transactions are captured automatically. For expenses that require receipts (like reimbursements), we will let you know exactly what we need.

What if my books are already a mess?

No problem — that is what our Bookkeeping Cleanup & Catch-Up service is for. We will get your historical records in order first, then transition you into ongoing monthly bookkeeping.

Will I have a dedicated bookkeeper?

Yes. You will work with a dedicated bookkeeper who learns your business, your chart of accounts, and your preferences. You will have a consistent point of contact, not a rotating team.

How is this different from using software like QuickBooks on my own?

Software is a tool — it still requires someone to categorize transactions correctly, reconcile accounts, and review for errors. We bring the expertise to use that software accurately, so your books reflect reality rather than a best guess.

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