Monthly bookkeeping
A recurring close process covering transaction-categorization review, account reconciliation, routine month-end cleanup, and the bookkeeping adjustments needed to leave a coherent monthly record. The exact account and transaction scope is set after fit is understood.
Monthly reporting
A concise package built around the profit-and-loss statement, balance sheet, and cash movement context, plus a short list of items that need owner attention. The reporting is meant to help you read the books, not to turn bookkeeping into investment advice, forecasting, or CFO consulting.
Catch-up + cleanup
If the books are behind or inconsistent, a defined cleanup project may come first. Fit depends on how many months are affected, the transaction volume, account structure, source records, and whether the bookkeeping system can be brought to a reliable baseline without pretending missing information exists.
Starting at $475/month
The lower end is intended for a straightforward service business with modest account and transaction complexity. More accounts, higher volume, cleanup, unusual workflows, or more involved month-end needs can change scope. Cleanup is priced separately after the condition of the books is understood.
Not offered
No tax-return preparation. No audit or assurance work. No investment or legal advice. No CFO services. No complex payroll administration. No multi-state sales-tax consulting. When those services are the real need, another provider is a better fit.
When another provider makes more sense
A business with multiple entities, heavy inventory, complex payroll, industry-specific regulatory accounting, or a need for tax planning/advisory should begin with a firm structured for that work. Saying “not this service” is part of keeping the monthly model honest.