Your books, handled. Every month, by the 10th.
Accurate, reconciled QuickBooks Online — with reports you’ll actually understand, delivered on a schedule you can set your calendar by.
Who this is for
You’re running a real business, and the books have become a tax on your evenings — or worse, they’ve quietly fallen behind. You don’t want to learn accounting. You want to open one email a month, see exactly where your business stands, and get back to work.
That’s the service. You run the business; we keep the score.
What’s included, every month
Transaction categorization
Every bank and credit card transaction reviewed and categorized correctly — not blindly accepted from the bank feed. Transfers matched, owner draws separated, duplicates caught.
Full reconciliation
Every account in scope reconciled to the penny against your statements. This is the step DIY books almost always skip, and it’s the one that makes every report trustworthy.
Monthly report package, by the 10th
- Profit & Loss (month and year-to-date)
- Balance Sheet
- Reconciliation reports for every account
- A/R and A/P aging (Growth tier and up)
One organized question email
When we need your input, you get a single numbered email per month — each question answerable in one line. No drip of pings, no 11pm texts.
The plain-English summary
The part clients tell us they value most: a short written rundown of what changed, what stands out, and what needs your attention — in sentences, not spreadsheets. If software subscriptions crept up 30% or an invoice is aging past 45 days, you’ll hear about it here, not discover it in April.
How it works
By the 5th
Your bank feeds and statements come in.
5th–8th
We categorize, resolve, and reconcile everything.
8th–9th
We review your reports the way an owner would: comparing months, hunting surprises.
By the 10th
Your package lands in your inbox, summary on top. Same rhythm, every month.
It’s boring by design — boring books are the goal.
Pricing
Every business is a little different — your exact quote comes from a free consultation, and it’s flat-rate. No hourly meters, no surprise invoices.
Essentials
from $300/month
Up to 2 accounts, ~100 transactions/month.
- P&L and Balance Sheet
- Full reconciliations
- Core monthly package
Growth
from $500/month
Up to 5 accounts, ~250 transactions/month.
- Everything in Essentials
- A/R and A/P aging
- Monthly summary with flagged items
- Priority support
Premium
from $800/month
Higher volume, everything in Growth.
- Quarterly review call
- Basic KPI tracking
- Cash flow snapshot