Accurate, reconciled books every month, kept by a CPA-led team in QuickBooks Online or Xero. You get clean financial statements on a fixed schedule, without hiring, training or managing an in-house bookkeeper.

What our bookkeeping service includes

  • Transaction coding in QuickBooks Online or Xero, with bank rules that keep it consistent
  • Monthly reconciliation of every bank, credit card and loan account
  • Payment processor and marketplace reconciliations, such as Stripe, PayPal, Shopify Payments and Amazon
  • Receipt and bill capture with tools such as Hubdoc
  • Accounts payable and accounts receivable tracking
  • Payroll journal entries from Gusto, ADP and similar providers
  • A monthly profit and loss statement, balance sheet and cash flow statement
  • A named accountant and a regular check-in call
  • A year-end package for your tax CPA

Basic or advanced bookkeeping

Most companies start with basic bookkeeping and move to advanced bookkeeping as they add payroll, payables, inventory or investors. We tell you which one fits after a short review of your books.

Basic bookkeeping

Cash-basis books, reconciled every month, with a monthly profit and loss statement and balance sheet. Right for early-stage companies and owners who have been doing the books themselves.

Advanced bookkeeping

Accrual-basis books closed on a fixed calendar: payables and receivables, prepaid expenses and accruals, deferred revenue, inventory and a full set of monthly statements. Right for growing companies, and the base a controller builds on.

Bookkeeping for ecommerce, SaaS and AI companies

Our deepest experience is in the businesses where bookkeeping gets complicated fastest.

Ecommerce

Shopify, Amazon and marketplace payouts reconciled to the order level, with inventory, fees and sales tax under control.

SaaS

Subscription billing reconciled to your books, deferred revenue schedules and the MRR and ARR numbers investors ask for.

AI companies

Compute, model-API and cloud costs tracked against revenue and runway, with books ready for your next raise.

How it works

  1. Free consultation. We learn how your business runs, which systems you use and where the books stand today.
  2. Review and catch-up. We review your file and, if the books are behind, bring them up to date as a fixed-fee project.
  3. Monthly close. Every month we code, reconcile and review your accounts on a set calendar.
  4. Reports and a check-in. You receive your financial statements and talk them through with your accountant.

What does outsourced bookkeeping cost?

Monthly bookkeeping for an early-stage company typically runs $599 to $699 a month. Accrual-basis bookkeeping with a month-end close and controller review typically runs $2,440 to $3,750 a month. Your fee depends on transaction volume, the number of accounts and entities, and the reporting you need. Catch-up and cleanup work is quoted once, as a fixed fee.

See sample packages and our full pricing →

Frequently asked questions

What does an outsourced bookkeeper do?

An outsourced bookkeeper records and categorizes your transactions, reconciles your bank, card and payment accounts every month, tracks bills and invoices, and produces your monthly financial statements. With us, that work is done by a CPA-led team and reviewed before it reaches you.

Is outsourced bookkeeping cheaper than hiring a bookkeeper?

For most small and growing companies, yes. An in-house bookkeeper comes with salary, payroll taxes, benefits, training and cover for time off. Outsourcing gives you a trained team and a reviewer for one fixed monthly fee.

Can you catch up books that are months or years behind?

Yes. We quote catch-up and cleanup work as a one-time, fixed-fee project, then move you onto monthly bookkeeping once the books are current.

Which accounting software do you use?

We work in QuickBooks Online and Xero, and connect the apps around them, such as Gusto, ADP, BILL, Hubdoc, Stripe and Shopify. If you are on QuickBooks Desktop, we can migrate you.

Do you prepare tax returns?

No. We keep your books tax-ready all year and hand your tax CPA a complete year-end package, so their work goes faster.

Get your books reconciled and current

Tell us where things stand and we’ll recommend the right level of bookkeeping, with a fixed monthly fee.