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Bookkeeping

Monthly bookkeeping

Every transaction categorized, every account reconciled and a clear set of reports in your inbox by the 10th of the month.

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Starting at$300 a month

What’s included

  • Transactions categorized every week
  • Bank, card and loan accounts reconciled
  • Profit & loss and balance sheet by the 10th
  • A plain-English note on what changed
  • Receipts matched and stored
  • A tidy year-end package for your CPA

Great for: Service businesses, shops and studios with up to about 600 transactions a month.

What to expect

We connect to your bank and card accounts, categorize every transaction as it comes in and match your receipts, so nothing piles up at the end of the month. Then we reconcile every account to the penny.

By the 10th you get your profit & loss, balance sheet and a short note in plain English: what changed, what looks off and what we’d keep an eye on. Questions? Reply to the email or hop on a quick call.

Packages

Bookkeeping packages

  • 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 Essentials

  • Most 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 Growth

  • Full 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

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.

Questions

About Monthly bookkeeping, answered

Something else on your mind? Ask us anything.

What do I need to send you each month?

Usually nothing. We connect to your bank and card feeds. You just snap receipts in the app (or forward them to a shared inbox) and answer the odd question about a transaction.

Can you work in my existing QuickBooks or Xero file?

Yes. We start with a review of your file, fix anything that needs fixing and keep working in it. It’s always yours.

More ways we can help

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.

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We reply within one business day, usually sooner.