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Bookkeeping & VA templateLive demo · sample business All templates Use this template
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Services

Bookkeeping, done properly

From a single catch-up to your whole back office, done by a certified bookkeeper who knows your business by name.

  • Monthly bookkeeping

    Reconciled every month, reports by the 10th

    • Transactions categorized every week
    • Bank, card and loan accounts reconciled
    • Profit & loss and balance sheet by the 10th

    From $300 a month

  • Catch-up & cleanup

    Months behind? We’ll get you current

    • A review of your current books
    • Missing months rebuilt from statements
    • Miscategorized and duplicate entries fixed

    From $150 per month behind

  • Payroll & 1099s

    Your team paid right, on time, every time

    • Payroll run weekly, every two weeks or monthly
    • New hires and changes handled
    • Payroll taxes and filings on schedule

    From $99 a month

  • Invoicing & bill pay

    Get paid faster, pay bills on time

    • Invoices sent on your schedule
    • Friendly follow-ups on late payments
    • Bills collected in one place

    From $200 a month

See our packages and prices

Who we work with

Made for small businesses like yours

We work best with owner-led businesses of 1 to 50 people. A few we know especially well:

  • Creative studios & agencies
  • Contractors & trades
  • Therapists & wellness practices
  • Online shops
  • Coaches & consultants
  • Restaurants & cafes
  • Nonprofits
  • Real estate teams

Tools we work in

  • QuickBooks Online
  • Xero
  • Gusto
  • Bill
  • Stripe
  • Shopify
  • Square
  • Expensify
  • Dext
  • Google Workspace

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.

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.

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.