Bookkeeping, done monthly
Your books, reconciled every month. Nothing new to set up.
We work inside the QuickBooks you already have. No migration, no new software to learn — just clean, reconciled books and a P&L you can trust, every month.
How it works
Three steps. No setup on your end.
We connect to your QuickBooks
You add us as an accountant user — the same access you'd give any bookkeeper. Nothing to migrate, nothing to reconnect.
Every transaction gets categorized
Recurring vendors are categorized automatically. Anything unusual is flagged and reviewed by a person before it hits your books.
You get reconciled statements, monthly
Bank balances tie out. Your P&L and balance sheet are ready before you need them — for taxes, a loan, or just knowing where you stand.
Scope
What's in, what's not
Included
- Transaction categorization
- Monthly bank & card reconciliation
- Monthly P&L and balance sheet
- One bank account + one card
- Works inside your existing QuickBooks
Not included
- Tax filing & tax advice
- Payroll processing
- Invoicing & bill pay
- Historical cleanup / catch-up bookkeeping
Pricing
One flat fee. No surprises.
For businesses already on QuickBooks Online with a live bank feed connected. Up to ~150–200 transactions/month, one bank account, one card.
Books not current? Catch-up cleanup is scoped and priced separately, before your first monthly cycle starts.
Get started
Let's look at your books.
A short call to confirm you're a fit — already on QuickBooks, bank feed connected — and we can start next month.