← Services
01
Monthly bookkeeping
Books reconciled and closed by the 10th, every month.
Owners who want to open the numbers on the 10th and trust them, without doing the data entry themselves.
What you get
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Bank, card and payment-app reconciliation
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Monthly P&L, balance sheet and cash summary
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One list of questions a month
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Receipt capture app set up for you
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A year-end package ready for taxes
What you send us
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Read-only access to your bank and card accounts
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Answers to one list of questions each month
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Receipts for anything over $75
Week one: we connect your accounts and clean up the current month. After that the books close by the 10th, every month.
Questions
01
Do I need to change bank?
02
What if a month is messy?
Free, before the call
Send us last year’s return.
We’ll read it before the call and tell you, free, what we’d have done differently.