Monthly Bank Reconciliation
Every bank and credit card account matched to statements, to the penny, each month.
Bookkeeping · Small Business
Bookkeeping for Small Business That Keeps You Tax Ready
Bookkeeping for small business — clean monthly books, a dedicated bookkeeper and flat monthly pricing. Get bookkeeping help today. Book a free call.
Service Snapshot
$199Starting monthly
5 DayMonthly close
TaxReady year-round
New Client Offer · Small Business Bookkeeping
3 months, pay for 2 - your first month is completely free
Accurate books from day one, with zero risk while you decide.
3-month commitment. Month 1 free. Full delivery from day one. New clients only.
Claim My Free Bookkeeping MonthNo commitment required to enquire
What's Included
Everything a small business needs, nothing it does not.
Transaction Categorization
Income and expenses coded to a clean, simple chart of accounts you can actually read.
Monthly Financial Statements
Profit & Loss and Balance Sheet delivered on schedule, explained in plain English.
Accounts Payable & Receivable
Straightforward tracking of what you owe and what customers owe you.
Tax-Ready Books
Records kept all year in the format your tax preparer needs, so filing is painless.
Catch-Up & Cleanup
Behind on your books? We bring them current before we start your monthly service.
Small Business Impact
What tidy books do for a small business.
Typical owner improvements within 90 days of switching to professional monthly bookkeeping.
Outcome profile0-100 index
Progress curve93%
Month 1Month 2Month 3Month 4
How It Works
A simple monthly rhythm.
1
Connect Accounts
You link your bank feeds and share access. We set up your chart of accounts.
2
Categorize & Reconcile
Every transaction is coded and each account is reconciled to statements.
3
Deliver Statements
Your P&L and balance sheet arrive early the following month.
4
Monthly Check-In
A short review so you understand the numbers and what they mean.
Professional bookkeeping vs. DIY spreadsheets
Decision areaAccountant For AllDIY
Monthly reconciliationIncludedOften skipped
Time cost to youNear zeroHours every week
Tax-ready outputYesUncertain
Dedicated supportIncludedNone
Error riskLowHigh
For Small Business
Bookkeeping built for owners who wear every hat
When you run a small business, bookkeeping is the task that always loses to customers, deliveries, and everything else on your plate. Small business bookkeeping services take it off your desk entirely, so your books stay accurate and tax-ready without you spending your evenings in a spreadsheet.
Who this is for
This service is built for sole traders, single-member and multi-member LLCs, freelancers, and early-stage startups, typically with one or two bank accounts and a manageable transaction volume. If you are doing your own books today, or paying by the hour and never quite sure what the bill will be, a flat monthly plan gives you clean records and a predictable cost.
What you get each month
Every month we reconcile your accounts, categorize your income and expenses, and deliver a Profit & Loss and Balance Sheet you can actually understand. Your books stay in the format your tax preparer wants, so filing season becomes a formality instead of a scramble, and you always know your real cash position before you make a decision.
Why not just do it yourself
DIY bookkeeping feels free until you count the hours, the missed deductions, and the year-end cleanup. A dedicated bookkeeper catches problems early, keeps reconciliations current, and frees the time you would otherwise spend fighting with software, usually for less than the cost of the mistakes it prevents.
Room to grow
As your transaction volume climbs and you need class tracking, accrual accounting, or management reporting, you can move up to our medium business bookkeeping without changing firms or re-explaining your business. You start where you are and scale only when it makes sense.
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Why Clients Stay
Everything Included
Monthly Bookkeeping
Keep your financial records accurate and organized every month.
Bank Reconciliation
Match every transaction to ensure complete financial accuracy.
Financial Reports
Receive monthly Profit & Loss, Balance Sheet, and Cash Flow reports.
Accounts Payable & Receivable
Track incoming and outgoing payments with confidence.
Dedicated Bookkeeper
Work with a consistent bookkeeping professional who understands your business.
Tax-Ready Books
Maintain organized records that simplify tax preparation and year-end filing.
FAQ
Small Business Bookkeeping Questions
What small business bookkeeping covers, what it costs, and who it suits.
Our small business bookkeeping plans start at $199 per month, with flat, transparent pricing based on your transaction volume and number of accounts, not an hourly rate. Most small businesses across the US pay somewhere between $200 and $500 a month for outsourced bookkeeping, and we deliberately sit at the affordable end of that range while still giving you a dedicated bookkeeper.
Every plan includes monthly bank and credit card reconciliation, transaction categorization to a clean chart of accounts, monthly Profit & Loss and Balance Sheet statements, and basic accounts payable and receivable tracking. Your books are kept tax-ready all year, and you get a monthly check-in so you understand what the numbers mean.
Yes, even simple businesses benefit from clean, separate books. Keeping business activity properly recorded makes tax filing faster, protects your deductions, keeps personal and business spending separate, and gives you a real view of whether you are actually making money. It also saves an expensive year-end cleanup before your return is due.
Yes. We work inside QuickBooks Online, Xero, and Wave, the platforms most US small businesses use, and you do not need to switch. If you have no software yet, we will help you pick the most cost-effective option and set it up as part of onboarding.
Absolutely. We start with a free review, quote any catch-up or cleanup as a flat fee, and bring your books current before starting your monthly plan. That way your monthly service begins on an accurate baseline instead of carrying old errors forward.
Small business bookkeeping focuses on accurate cash-basis monthly books at an affordable price for lower volumes. Medium business bookkeeping adds accrual and GAAP-aligned accounting, class or location tracking, higher transaction volume, and controller-level review. As you grow, you can move up without changing firms.
Next Step
Ready for books you can trust?
Book a free consultation and we will show you exactly what tidy, tax-ready small business books would look like.