Monthly bookkeeping in Xero or QuickBooks Online.
Each month we record your transactions, reconcile the bank and card accounts, and follow up on anything that doesn't match. Then we send you a short report on where the money went, and at tax time the books are ready for your return.
Get a bookkeeping quoteWhat's included
- Transactions recorded and categorized every month
- Bank and credit card accounts reconciled
- Payables and receivables tracked, with a list of who owes you
- A monthly profit and loss and balance sheet, explained in plain English
- Cash-flow reporting so you can see the next few months coming
- Xero preferred, QuickBooks Online supported, set up or cleaned up
- Year-end books handed straight to your tax return
Owners doing their own books after hours
It's for owners who do the books themselves in the evenings, fall a quarter or so behind, and then catch up in a rush before the return is due. It's also for anyone whose accountant spends the first month of every tax season sorting receipts.
What it costsWe quote based on how many accounts you have and how many transactions go through them each month. The fee is a flat monthly amount, agreed before we start. Request a quote and you'll have the number within one business day.
Getting your books current
Most businesses have clean, current books within a month of the first call.
We look at where things stand
Bank statements, your current software and the last return. We tell you how far behind the books are and what it takes to catch up.
We catch up past months
Past months are reconciled and corrected first, so the reports start from numbers you can trust.
We close the books every month
After the books are closed we email you the report. We'll send a few questions about anything we can't place, and handle the rest.
Questions we get
Draft answers. Marked up with FAQ schema on the live site.
Do I have to use Xero?
No. Xero is our preference, and we fully support QuickBooks Online. If you already use one of them, we keep it.
Can you catch up books that are a year behind?
Yes. Catch-up work is quoted separately, so you know the cost of getting current before the monthly fee starts.
Do you do payroll and taxes too?
Yes, and when we do all three, the books, the payroll and the return agree with each other. Most clients add them one at a time.
What we need to quote your books
Tell us how many accounts you have and roughly how busy they are, and we will quote it.