Books you never have to think about.
Monthly bookkeeping services for small businesses. One person, who does the work himself and answers the phone.
7 years
across public accounting and corporate controllership
40+
companies whose books he manages today as a controller
CPA
Jack is a Certified Public Accountant licensed in Minnesota. B.S. in Accounting, University of St. Thomas
Waconia
Based here, serving the Twin Cities and greater Minnesota
Three tiers. The number is on each one.
Starting prices, so you know the shape before we talk. Each tier has its own page with the detail. Fill out the short questionnaire and I will come to the 15-minute call with the tier and the number.
What bookkeepers cost in Minnesota, and how these compare →Estimate your tier →The Basics
For an owner who wants the books off their desk.
- Every transaction categorized
- Bank and credit card accounts reconciled every month
- QuickBooks Online included, with view-only access to your bank and cards
- Balance sheet and income statement in your inbox within 20 days of month-end
The Foundation
For an owner who wants more of the accounting handled. Most people land here.
- Everything in The Basics
- Statements within 15 days, plus a cash-flow statement and a monthly management report
- Tax-ready books, and I work directly with your tax preparer
- Accounts receivable and payable managed and reported
- A monthly check-in on where you stand, and an annual budget
- 1099s handled, up to 20
The Partner
For an owner who wants a second set of eyes on the numbers and an ongoing financial partner.
- Everything in The Basics and The Foundation
- Statements within 10 days, transactions reconciled weekly
- A financial review call twice a month
- Quarterly budget-to-actual review, KPI and trend analysis
- Working-capital oversight and planning for what is next
- Workflow and automation support
Available on The Foundation and The Partner. Quoted by headcount, pay frequency, filings and the level of support.
Quoted by how far behind the books are, transaction volume, number of accounts and their condition.
How catch-up and clean-upworks →Weekly check-ins, auditor coordination, custom workflows and automation. Scoped separately for a business that needs more than the third tier.
I’m Jack, a CPA licensed in Minnesota. One person, your whole back office.
Every month I reconcile your accounts, categorize every transaction, and put a clean balance sheet and income statement in your inbox within 20 days of month-end. At year end your tax preparer gets books they can file from.
- Reconciled every month, on a day you can count on
- One person, start to finish. Same name every month.
- A price you saw on this page before you called
Who I work with.
Owners who want the books handled every month by someone they can name. Twelve kinds of business, each with its own page on what is different.
All industries →
Owner-operators
LLC owners with one to five employees who would rather run the business than the books.
Read more →
Contractors and trades
Trucks, tools and jobs that need invoicing and reconciling every month, not every April.
Read more →
Golf courses
Departments that run like separate businesses, and a season that ends. I know what your January looks like.
Read more →Books off their desk. In their words.
Jack took over the books for Snack Club this fall. The close shows up on the day he says it will, and the report is one I can actually read. When something looks off he asks that week, not in a list at quarter end.
What people ask before they call.
If yours is not here, the 15-minute call is where it gets answered.
Reconciled bank and card accounts, every transaction categorized, and a balance sheet and income statement in your inbox within 20 days of month-end. The higher tiers are faster: 15 days, then 10.
No. Your tax preparer gets clean books from me, which is the part that makes their job fast. If you want books that are ready to file from at year end, that is the second tier.
Yes. We catch the earlier months up first, quoted by how far behind they are, then run monthly from there.
We go through the profit and loss, cash flow and anything coming up, and leave with two or three things to do before next month.
Here, The Basics starts at $400 a month, The Foundation at $600 with tax-ready books and a monthly check-in, and The Partner at $1,800 with a financial review call twice a month. Payroll and catch-up are quoted separately.
Yes. Most new clients start behind. Catch-up and cleanup are quoted by how far back the books go and what condition they are in, then the monthly work starts from a clean line.
Waconia, Minnesota, with clients across the Twin Cities and the rest of the state. The work is monthly and remote-friendly, so where you are does not change anything.
Fifteen minutes to see if it fits.
No forms first if you would rather talk. Tell me about the business and I will tell you which tier it is.