A monthly routine, not a finance department
The work is intentionally narrow: recurring bookkeeping, reconciliations, month-end cleanup, and a reporting package that shows what changed and what needs attention. It is designed for a small service business that needs dependable upkeep but does not need an internal finance hire.
Who it tends to fit
Independent consultants, small studios, and service businesses with relatively straightforward operations are the center of the model. The service is not built for complex multi-entity accounting, advanced payroll administration, audit/assurance, tax-return preparation, or CFO-level forecasting.
What the month looks like
Accounts are reconciled. Categorization is reviewed. Open questions are surfaced. The books are closed on a consistent rhythm, then the monthly package is shared with concise notes rather than a wall of unexplained numbers.
Starting context
Monthly bookkeeping begins at $475 per month for lower-complexity service businesses. Final scope depends on transaction volume, account complexity, software, cleanup needs, and how much historical work is required. Cleanup projects are quoted separately.
Keep control of the information
Outsourcing does not require sending every financial detail through a website form. The initial fit inquiry asks only about business type, transaction-volume band, software, and the bookkeeping problem. Bank credentials, account numbers, tax IDs, SSNs, and financial documents do not belong there.
