Bookkeeping
Monthly P&L and balance sheet for your small business, stay tax-ready year round.
Online available
What it is
Monthly bookkeeping for small businesses. We categorize your transactions, reconcile your accounts, and deliver a Profit & Loss and Balance Sheet you can hand to a lender or use at tax time.
Who it's for
Small business owners who would rather focus on running the business than on QuickBooks.
What we'll ask you
- Business name and EIN
- Accounting period and number of bank accounts
- Monthly transaction volume
- Current accounting tool, if any
What to bring or upload
- Bank statements
- Credit card statements
- Receipt photos
- Prior-year P&L
What you'll get back
- Monthly P&L and Balance Sheet PDFs in your dashboard.
Frequently asked
Do you use QuickBooks?
Yes, QuickBooks Online is our default, but we work with Xero and Wave as well.
What if I'm behind on prior months?
We offer a catch-up service to get your books current before the monthly retainer begins.
