Bookkeeping & month-end close
Books closed by the 5th, every month.
Transaction coding, reconciliations and a monthly close pack in QuickBooks Online or Xero. Fixed monthly price, published up front.
- Price
- From $299 / month
- Built for
- Founders, owners and finance managers of businesses doing $1M–$30M a year who want reliable books without hiring a full team.
The problem
Sound familiar?
- Your books are a month behind, so every decision runs on last quarter's numbers.
- Reconciliations pile up, and year-end turns into a scramble for receipts and explanations.
- You pay for an accountant's time, but nobody owns the close or tells you what changed.
The outcome
Clean, reconciled books on a fixed date every month, with a short close pack that tells you what moved and why.
- Books closed by the 5th, 7th or 10th, depending on your plan
- Every bank and card account reconciled to the cent
- A one-page close pack with variances explained in plain English
- A named accountant who knows your business
What's included
Everything in the scope, written down.
- Transaction coding and categorization against your chart of accounts
- Bank, credit card and payment-processor reconciliations
- Accounts receivable and accounts payable ledgers kept current
- Accruals, prepayments and depreciation (accrual plans)
- Monthly close pack – P&L, balance sheet, cash flow and variance notes
- Chart of accounts clean-up in the first month
- Year-end handover file for your CPA or tax preparer
- Catch-up bookkeeping for past months, quoted per month of backlog
What you receive
Tools we work in
Your systems, your data.
We work inside your subscriptions, so you keep ownership of every file.
- QuickBooks Online
- Xero
- Dext
- Hubdoc
- Stripe
- Shopify
- Gusto
- Excel / Google Sheets
How pricing works
From $299 / month
Three fixed monthly tiers – Starter $299, Growth $399, Scale $499 – set by transaction volume, accounts and entities. No hourly billing.
What drives the price
- Monthly transaction volume
- Number of bank, card and payment accounts
- Cash or accrual basis, and multi-currency
- Number of entities and intercompany activity
Which accounting software do you work in?
QuickBooks Online and Xero for most clients. We work in your subscription, so you keep ownership of the file and the data.
What happens in the first month?
We review your chart of accounts, connect bank feeds, and reconcile your opening balances. The first close usually takes a little longer, at no extra cost.
My books are several months behind. Can you still help?
Yes. Catch-up work is quoted per month of backlog. We bring the books current first, then move you onto the monthly plan.
Do you file taxes?
We prepare a clean year-end file for your CPA or tax preparer. We do not sign tax returns. See accounting, reporting and filing for sales tax and VAT coordination.
Can I change plans later?
Yes. Plans are monthly with 30 days' notice. If your volume grows, we move you up a tier and tell you before the invoice changes.
Often paired with
Industries we do this for: Construction & EPC · E-commerce & D2C · SaaS & technology · Professional services
Free finance health check
See where your finance function can go next.
Book a free 30-minute finance health check. You leave with three practical fixes, whether or not you hire us.