Accounting & Bookkeeping
Your books should tell you something, not just sit in a folder until tax season. We keep them clean every month — and show you exactly what they're telling you, in plain language, in English or Spanish.
What's included
Monthly transaction categorization and bank/credit card reconciliation
Clean financial statements every month, reviewed with you in plain language — not just emailed and forgotten
QuickBooks setup for a new business, or cleanup if the books have fallen behind
One-on-one QuickBooks training if you want to run more of it yourself
Learn it, or hand it to us — your call
Most owners start by wanting someone else to just handle it. That's fine — we will. But every client also gets the plain-language version: what a reconciled account actually means, why a number moved, how to read your own profit and loss. Some clients use that to run more of their own books day to day. Most just like knowing what's happening in their business without having to ask. Either way, you're never locked out of your own numbers.
Our Process
A free consultation
We talk about your business, how your books are currently kept, and what — if anything — has fallen behind. No obligation, no jargon.
We look at your books
You share access to your bank and credit card statements, your current QuickBooks file (or whatever you're using now), and any prior books if you're switching providers. We diagnose what's reconciled, what isn't, and what needs cleanup.
Monthly bookkeeping, every month
Transactions categorized, accounts reconciled, and a clean set of financial statements delivered — reviewed with you in plain language, not just emailed and forgotten.
Ongoing check-ins
We stay in touch as your business changes, answer your questions as they come up, and make sure you always know where you stand — not just at tax time.
Frequently Asked Questions
How often will I actually see my numbers?
Every month — not just at tax time. You get clean financial statements reviewed with you in plain language, so you always know where the business stands.
My books are already behind — can you still help?
Yes. We offer QuickBooks cleanup for books that have fallen behind, catching up categorization and reconciliation before moving you onto a regular monthly rhythm.
Do I have to learn QuickBooks myself?
No — most clients start by having us handle it entirely. If you'd rather run more of it yourself, we offer one-on-one QuickBooks training, but it's never required.
What does this cost?
It depends on the size of your business, how many accounts need reconciling, and whether we're starting fresh or cleaning up a backlog. Book a free consultation and we'll give you a clear answer for your specific situation.
Ready to stop guessing what your books say?
Book a free consultation and we'll show you exactly what we'd clean up first.
or call (404) 631-6301