Taking new clients this season
Bookkeeping & virtual assistance for small businesses
Tidy books. A calm inbox. Your evenings back.
We keep your books current, your inbox answered and your admin moving, so you can get back to the work only you can do (and log off at five).
- QuickBooks ProAdvisor
- Xero certified
- Clients in 23 states
- September books Closed 3 days early
- Inbox 0 unread 214 emails handled this week
- Net profit, Q3 +18% vs. last quarter
Certified in, and working daily with
- QuickBooks Online
- Xero
- Gusto
- Bill
- Stripe
- Shopify
- Google Workspace
- Asana
- Slack
- Notion
- Canva
- Calendly
Sound familiar?
If you’re nodding along, we should talk
Tick everything that sounds like your week.
That’s exactly the kind of thing we take off your plate.
Book a free callServices
What we take off your plate
Pick one thing or hand us the lot. Every service comes with a real person who knows your business, not a ticket number.
Bookkeeping
Monthly bookkeeping
Reconciled every month, reports by the 10th
From $300 a month
Catch-up & cleanup
Months behind? We’ll get you current
From $150 per month behind
Payroll & 1099s
Your team paid right, on time, every time
From $99 a month
Invoicing & bill pay
Get paid faster, pay bills on time
From $200 a month
Virtual assistance
Inbox & calendar
Inbox zero and a calendar that makes sense
From $450 a month
Client care & admin
Onboarding, follow-ups and the hundred small things
From $450 a month
Content & social media
Posts scheduled, newsletters sent
From $500 a month
Systems & projects
Asana, Notion and SOPs, running smoothly
From $600 one time
- 2016Keeping books since
- 80+Small businesses supported
- 23States our clients call home
- 1 dayReply time, promised
How it works
From shoebox to sorted in three steps
No complicated onboarding, no long contracts. Most clients are fully handed off within two weeks.
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Step 1: A free 20-minute call
Tell us what’s on your plate. We’ll ask a few questions, look at what’s eating your time and tell you honestly whether we’re a good fit.
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Step 2: A clear plan and one price
Within two days you get a short written plan: what we’ll take on, when we’ll start and one flat monthly price. No hourly surprises.
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Step 3: Settle in, then hand it off
We set up secure access, tidy up anything that needs it and build a simple routine. You’ll notice the extra hours within the first month.
Your books, on a monthly rhythm
The same routine every month, so nothing slips and you always know what’s coming.
- 1stNew month, fresh start Snap receipts anytime in the app. We categorize as they come in.
- 5thAccounts reconciled Every bank, card and loan account matched to the penny.
- 10thReports in your inbox Profit & loss, balance sheet and a short note in plain English.
- 15thPayroll & bills Your team paid and your bills scheduled, right on time.
- 25thCheck-in call Twenty minutes on your numbers, your questions and what’s ahead.
Your week, handled
A steady weekly rhythm, with room for whatever comes up.
- MonInbox triage & your week plannedYour inbox cleared and a short list of what needs you.
- TueClient follow-upsOnboarding, reminders and replies, sent on time.
- WedInvoices out, bills paidMoney in and money out, handled mid-week.
- ThuContent scheduledNext week’s posts and newsletter, ready to go.
- FriYour weekly recapWhat got done, what’s next and anything that needs you.
Packages
Simple, flat monthly pricing
One price a month, no hourly surprises. Pick a starting point; we’ll fine-tune it together on our first call.
Bookkeeping
Essentials
Up to 75 transactions a month
- 2 bank or card accounts
- Monthly reconciliations
- Profit & loss and balance sheet
- Email support, next-day replies
Total$300a month
Start with EssentialsMost popular
Growth
Up to 250 transactions a month
- Up to 5 accounts
- Everything in Essentials
- Invoicing & bill pay (30 a month)
- Cash flow report
- A monthly 30-minute review call
Total$550a month
Start with GrowthFull Service
Up to 600 transactions a month
- Unlimited accounts
- Everything in Growth
- Payroll for up to 10 people
- Sales tax filings
- Quarterly planning call
Total$950a month
Start with Full Service
Virtual assistance
10 hours
Light support for solo owners
- Inbox & calendar care
- A weekly check-in by email
- Replies within one business day
- Unused hours roll over a month
Total$450a month
Start with 10 hoursMost chosen
20 hours
Your right hand, a few hours a day
- Everything in 10 hours
- Client onboarding & follow-ups
- A shared Asana or Notion board
- A weekly 20-minute call
Total$850a month
Start with 20 hours40 hours
A part-time team member
- Everything in 20 hours
- Same-day replies
- Social media & newsletter support
- Your SOPs, written as we go
Total$1,600a month
Start with 40 hours
Prices are a starting point. Catch-up work, very high volumes or special projects are quoted separately, and always agreed in writing before we start.
Do the math
What is your time worth?
Most owners spend 5 to 10 hours a week on books and admin. Slide to see what that costs you.
That’s about $3,250 of your time every month.
Our packages start at $300 a month.
Get those hours back
Since2016
Hi, I’m Maren
The person behind your books
I spent nine years at a CPA firm watching great businesses get buried in paperwork. In 2016 I started Well Kept to fix that: a small, careful team that keeps your books clean and your admin moving, and actually picks up the phone.
Your business deserves numbers you can trust and a Monday that doesn’t start with 400 emails.
- QuickBooks Online Certified ProAdvisor
- Xero Certified Advisor
- Certified Bookkeeper (AIPB)
- Fully insured, with an NDA for every client
Kind words
Small business owners, sleeping better
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I used to dread the end of every month. Now the reports just show up, and they actually make sense. For the first time I know which jobs make us money.
Dana R.Loft & Lumber Carpentry -
Tessa runs my inbox and calendar better than I ever did. I got back two full days a week, and my clients hear back faster than when it was me.
Priya S.Studio Juniper -
We were eleven months behind. They caught us up in five weeks, and our CPA actually sent a thank-you note.
Marcus L.Bright Bowl Cafe -
Payroll used to eat my Friday afternoons. It hasn’t crossed my mind in a year.
Elena V.Vega Family Dental -
Clear pricing, fast replies and zero judgment about my shoebox of receipts. I recommend them to every business owner I know.
Jordan K.Kinetic Physical Therapy
Free download
The month-end close checklist
The 12 things we check every month, in the order we check them. Print it, pin it and never wonder whether your books are really done.
Questions
Good questions
Something else on your mind? Ask us anything.
Do we need to be in the same city?
Not at all. We work with clients all over the US by video, phone and a secure shared portal. If you’re in Raleigh, we’re always happy to meet for coffee.
Which software do you use?
QuickBooks Online and Xero, plus Gusto for payroll and Bill for bill pay. Already on something else? Ask us. We’ll tell you honestly if we can help.
Do you do taxes?
We don’t file income taxes, but we hand your CPA clean, year-end books and happily talk to them for you. Need a CPA? We’ll introduce you to one we trust.
What can a virtual assistant take off my plate?
Anything that repeats: email, scheduling, client onboarding, invoices, travel, research, social posts and data entry. Our free Delegation Starter List has 60 ideas.
Is my information safe with you?
Yes. Two-factor sign-in everywhere, a password manager, an NDA with every client and full insurance. We ask for read-only bank access whenever we can.
What if my books are a total mess?
That describes most of our new clients. We start with a catch-up and cleanup, priced per month behind, then move you onto a monthly package.
How do we work together day to day?
A shared board in Asana or Notion, a quick weekly check-in and replies within one business day (same day on the 40-hour plan).
Is there a contract?
Month to month. If it isn’t working, give us 30 days’ notice and we’ll hand everything back neatly, logins and all.
Let’s get your evenings back
Book a free, no-pressure 20-minute call. You’ll leave with a clear plan, even if it isn’t with us.
We reply within one business day, usually sooner.
