Overview
Books closed every month with reports in your inbox. No chasing me down, no surprises at tax time.
Built for small business owners who don't want to spend their evenings categorizing transactions and reconciling bank statements. Every month, your books get closed out, your reports go out, and you get a short note explaining what changed and why.
What's Included
- Monthly transaction categorization
- Bank and credit card reconciliations
- Accounts payable and receivable tracking
- End-of-month Profit & Loss, Balance Sheet, and Cash Flow report
- Month-over-month comparison
- Short written summary of what changed and why
- Reach out anytime by email or phone with questions or concerns, no waiting for a scheduled check-in
- No long-term contract required
Pricing Note
Monthly rate is based on transaction volume and complexity. Billed monthly, cancel anytime.
Important Disclaimer
This is a bookkeeping and reporting service only. I am not a CPA or accountant and do not prepare taxes. My job is to keep your books clean and your reports clear so your tax preparer has exactly what they need at year end.
Ready to Start?
Tell me a little about your business and the state of your current books. I'll come back with a monthly rate and we can get started next month.