Business Accounting
Monthly bookkeeping, done and explained.
Get the books off your plate and still know what things cost you. We close your month, check it, and tell you what it means.
Short Zoom call · No books or reports needed
Certified QuickBooks ProAdvisors, including Advanced certification
Custom quote, fixed monthly fee
Not hourly. Your quote depends on your accounts, locations and how clean your books are today. Payroll and consulting are quoted separately.
What's included
- Monthly close on a predictable date
- Bank, card and loan accounts reconciled
- P&L and balance sheet, by business or location if you have more than one
- A short note: what changed and what to do about it
- A running list of questions, then one booked call to clear it
- Quarterly check so year-end isn't a scramble
- Year-end package for your CPA
- Payroll in the same place, if you want it
How to read your monthly report
1. Start with the top line
Sales this month vs. last month and last year. Up or down, and by how much.
2. Check the big costs
Labor, and the cost of what you sold. These move first when something is off.
3. Look at what's left
Profit before loans and taxes. Per business if you have more than one.
4. Read our note
We flag anything blank or odd and say why. A blank is never quietly a zero.
Ask about consulting
Some work isn't monthly. Ask us about cash flow planning, profit reviews, getting ready to sell or value your business, loan schedules, and entity planning alongside your CPA.
Who this is for
- Your bookkeeper isn't getting it done
- You outgrew a part-time bookkeeper
- You want to know what things are costing you
- You're growing and want a back office behind you
Start with a short call.
No books or reports needed. You leave knowing what's broken, a ballpark range, and a dated next step.