Monthly bookkeeping built around how your business actually runs. Every account reconciled to the dollar, problems flagged the month they happen, and a one-page report you'll actually read.
Book a Free 15-Min Call Run the 2-Minute Health CheckSome owners genuinely enjoy it. Most are grinding through them at 11pm and done with it. If you're the second kind, the fix isn't another app or dashboard — it's a person who owns it. I work with restaurants juggling daily cash, contractors invoicing by milestone, and consultants who just want clean numbers at tax time.
Bank, credit card, and payment-platform clearing accounts — the part most bookkeepers skip.
So your reports mean something year over year, not just this month.
What happened, in plain English: revenue, expenses, anything unusual — and whether you should care.
My anomaly checks run on your books each month — deposit gaps, fee drift, odd balances — and I personally investigate every flag.
Your CPA gets a clean, documented file. No December scramble, no cleanup invoice in March.
One page, no jargon, five-minute read. Clients tell me it's the first time they've actually understood their own numbers — and once you understand them, you can act on them.
Not sure where you'd land? The free 15-minute call ends with a real number — not "it depends."
Tell me about your business; I'll tell you what I'd expect to find in your books.
Written findings: what's right, what's off, what it takes to fix. $275–$800 by business size, credits in full toward month one.
A fixed quote before any work starts. You approve the number first.
Reconciled to the dollar, every month, with the one-page report. You stop wondering.
"His handling of our monthly bookkeeping has been a great relief, allowing me to focus on other aspects of the business knowing our finances are in capable hands."
No — I work in your QuickBooks Online file. If you're on something else (or nothing), I'll recommend the simplest path, not the most expensive one.
That's the cleanup step — a fixed quote before any work starts, typically $2,000–$5,000 depending on how far back things go.
After onboarding, most clients spend under 30 minutes a month — answering the occasional "what was this charge?" message.
That's the design. Your CPA gets clean, documented files; I handle the monthly grind; tax season stops being an emergency.
Fifteen minutes tells us both whether it's a fit — and you'll leave with a real monthly number. No pitch, no pressure, no homework.
Book a Free 15-Minute Call