Bookkeeping with tax-ready books.
Everything in monthly bookkeeping, plus a year end that is already done when your preparer asks for it.
- One person, start to finish. Same name every month.
- Reconciled and in your inbox on a day you can count on
- A price you saw on this site before you called
How the foundation works.
From $600/ month
This is the tier most owners land on. The monthly work is the same, and on top of it the year-end close is handled: adjustments made, accounts tied out, 1099s prepared, and a package your preparer can file from without a back-and-forth.
Once a quarter we look at where you stand, so April is not the first time you see the year.
It suits an owner who has been through one bad tax season and does not want another.
- 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
This is the right call when most of these are true.
- 01
You have had an April you would rather not repeat
- 02
You pay contractors and need 1099s handled
- 03
You want to know where you stand before year end
- 04
Your preparer keeps asking you for things
Three steps, and the first one is a phone call.
Fifteen minutes
You tell me about the business. I tell you which tier it is and what it costs.
Accounts and access
Bank feeds, cards and whatever you already use. If the books are behind, we catch them up first.
A day you can count on
Reconciled, categorized, and clean statements in your inbox within 20 days of month-end. Faster on the higher tiers.
What people ask about the foundation.
If yours is not here, the 15-minute call is where it gets answered.
Adjusting entries made, every account reconciled through year end, and a package your preparer can file from without asking you for more.
Yes, at this tier and above. Payroll is separate and quoted by headcount and filings.
Yes. We catch the earlier months up first, quoted by how far behind they are, then run monthly from there.
Not sure this is the one? Compare.
Monthly bookkeeping.
Your accounts reconciled, every transaction categorized, and a clean balance sheet and income statement in your inbox within 20 days of month-end.
Read more →
Bookkeeping with a monthly financial review.
A second set of eyes on the numbers. Everything in The Basics and The Foundation, plus a review call twice a month where we walk through what the numbers say and what to do next.
Read more →Fifteen minutes to see if the foundation fits.
No forms first if you would rather talk. Tell me about the business and I will tell you which tier it is.