Accurate, reconciled books every month, kept by a CPA-led team in whatever accounting software you already use. You get clean financial statements on a fixed schedule, without hiring, training or managing an in-house bookkeeper. Basic monthly bookkeeping starts at $199 a month, quoted as a fixed fee before we begin.
Get your fixed monthly quote
Monthly bookkeeping starts at $199. Leave your details and we’ll get in touch to quote your books as one fixed fee.
Bookkeeping at a glance
- From $199 a month for up to 2 accounts and 100 transactions, as a fixed monthly fee
- Every bank, card and loan account reconciled monthly, then reviewed by a CPA
- Monthly financial statements by the 7th to 10th business day of the following month
- Onboarding completed within a month
- QuickBooks Online, Xero, NetSuite, Sage Intacct and AI-native ledgers
Do you need a bookkeeper yet?
- Your books are more than a month behind, or you only catch up at tax time
- You can’t say what you made last month without logging in and guessing
- Personal and business spending are mixed in the same accounts
- Your tax CPA has asked for cleanup, or charged extra to fix the books first
- You are adding payroll, inventory, a second sales channel or an investor
If your books are already badly behind, start with a fixed-fee catch-up and cleanup, then move to monthly bookkeeping.
What our small business bookkeeping services include
- Transaction coding in your accounting system, 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
Monthly bookkeeping services: what happens each month
Our monthly bookkeeping services run on the same calendar every month, so you always know what is happening and when. Your monthly bookkeeper works in your own accounting file. See our QuickBooks bookkeeping services and Xero bookkeeping services.
- During the month. We code transactions as they come through your bank feeds, capture receipts and bills, and send you a short list of questions about anything we can’t identify.
- After month-end. We reconcile every bank, card, loan and payment processor account to its statement.
- Review. The books are reviewed before anything reaches you.
- By the 7th to 10th business day. You receive your profit and loss statement, balance sheet and cash flow statement for the month.
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
- Free consultation. We learn how your business runs, which systems you use and where the books stand today.
- Review and catch-up. We review your file and, if the books are behind, bring them up to date as a fixed-fee project.
- Monthly close. Every month we code, reconcile and review your accounts on a set calendar.
- Reports and a check-in. You receive your financial statements by the 7th to 10th business day and talk them through with your accountant.
What does outsourced bookkeeping cost per month?
Basic monthly bookkeeping starts at $199 a month for up to 2 accounts and 100 transactions. Early-stage companies with more accounts and volume typically pay $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.
Is the $199 plan enough for my business?
It fits businesses with up to 2 bank or card accounts and up to 100 transactions a month, such as solo owners, side businesses, a single rental property or a small nonprofit. If you have more accounts, payroll or higher volume, we will recommend the right plan and confirm the fixed fee in writing before anything changes.
How long does onboarding take?
Onboarding is completed within a month. In that time we connect to your accounting software and bank feeds, set up bank rules and document capture, and agree your monthly calendar. If the books are behind, we quote the catch-up separately so you know the full cost upfront.
What do I need to send you each month?
Very little once the bank feeds are connected. We ask you to upload receipts and bills as they come in and to answer a short list of questions about transactions we can’t identify. Statements for any account without a feed are the only other thing we need.
Who actually does my books?
A team of onshore and offshore bookkeepers and accountants, led and reviewed by a CPA. You have a named accountant as your point of contact and a regular check-in call.
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 starting at $499, then move you onto monthly bookkeeping once the books are current. See catch-up and cleanup bookkeeping, or read how catch-up bookkeeping works, step by step.
Do you offer online bookkeeping services for small businesses?
Yes. We work fully online in your accounting software with secure document sharing, so your location does not matter. Most of our clients are small and growing US businesses that want CPA-reviewed books without hiring in-house.
Which accounting software do you use?
Whichever one you use. We’re software-agnostic: QuickBooks Online, Xero, NetSuite, Sage Intacct, AI-native platforms such as Rillet and Digits, and others. We 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.