Monthly Bookkeeping for Small Business
Books a mess, or no books at all? A licensed CPA keeps your records clean, current, and tax-ready every month, so you always know where your business stands and year-end is never a scramble.
Built for Owners Who Are Tired of the Mess
If any of these sound familiar, this service was built for your situation.
Your books are behind
Months of transactions are uncategorized, or there are no real books at all.
You are doing it yourself
Bookkeeping keeps slipping down the list and falling further behind.
You do not know if you are profitable
Without clean books, you are running the business on a gut feel.
Tax time is a reconstruction
Every year starts with a frantic scramble to rebuild a year of records.
You need books for a loan
A lender or investor wants clean financials you do not currently have.
You want one team
You would rather your bookkeeper and your CPA be the same people.
Clean Books, Every Month
You get a licensed professional overseeing records that are accurate, current, and ready for tax time.
Clean, current books
Transactions are categorized and reconciled every month, so the numbers stay current each month.
Reports you understand
A plain-language profit and loss and balance sheet, so you actually know how the business is doing.
Tax-ready year-round
Your books flow straight into your return, so year-end is never a reconstruction.
Flat fee, quoted upfront
One fixed monthly price after an introductory consultation. No hourly meter, and you approve it before we start.
Everything Your Books Need
A complete monthly bookkeeping package, overseen by a CPA.
Advisory Bookkeeping and Financial Reporting
Beyond catch-up and cleanup, some owners want their books maintained on a regular basis with reporting they can actually use. This is offered as a recurring engagement, priced by scope and confirmed as a flat monthly fee before any work begins.
You Know the Cost Before Any Work Begins
Bookkeeping is priced monthly by your transaction volume and complexity, confirmed as a flat monthly fee after an introductory consultation, before any work begins. See the Fees page for how flat-fee pricing works.
From First Call to Filed, in Five Simple Steps
You always know what comes next. Here is exactly what working together looks like.
Schedule your consultation
Book a free, no pressure call. We discuss where your books stand and confirm the scope before you commit to anything.
Receive your flat-fee quote
One clear, fixed monthly price. You approve it before anything starts.
We set up and catch up
We clean up your chart of accounts and bring any prior months current.
We keep it current monthly
Each month your transactions are categorized, reconciled, and reported.
Year-end handoff
Your clean books flow straight into your tax return. Ongoing support is available when it is included in your plan or proposal.
Books Overseen by a Licensed CPA
Licensed CPA
A credentialed professional oversees your records, not just a data-entry service.
One team
Your bookkeeping and your taxes are handled by the same people, keeping your books and your filings coordinated.
Tax-ready all year
Clean books flow straight into your return, so there is no year-end scramble.
Flat-fee transparency
A fixed monthly price. No hourly meter and no surprise invoice.
Clear reporting
Plain-language financials so you always know where the business stands.
Direct CPA access
You work with Jason and his team. Messages are generally answered within one business day.
“Jason is one of the most professional, reliable CPAs I have worked with.”
Bookkeeping Questions, Answered
What software do you use?
My books are way behind. Can you catch me up?
Do you handle my taxes too?
How often will I get reports?
Is bookkeeping priced monthly?
How much does it cost?
Other Ways Jason Can Help
Bookkeeping often connects to these services.
Clean Books, No Year-End Scramble
One introductory consultation shows what it takes to get your books current and what it will cost. No pressure, no obligation, just a clear plan from a licensed CPA.