Clean, reconciled financial records are the foundation of every smart business decision. We handle your monthly bookkeeping so you always know exactly where you stand — without chasing receipts or dreading what you'll find.
Every transaction matched and categorized — bank accounts, credit cards, and any connected accounts.
A clear view of revenue, expenses, and net income with month-over-month comparison.
Assets, liabilities, and equity — a snapshot of your financial position at any point.
A brief plain-language note flagging anything worth your attention before it becomes a problem.
Our bookkeeping engagement is comprehensive by design. We handle every layer of your financial recordkeeping so you can focus on running the business.
Every income and expense coded correctly using IRS-aligned chart of accounts — no more mystery line items or catch-all categories.
All accounts reconciled monthly against your actual statements. Every dollar accounted for, every discrepancy flagged and resolved.
P&L, balance sheet, and cash flow statement delivered monthly in a format you can actually understand and share with lenders or partners.
We set up and manage your QBO account, connect your accounts, and maintain the file — no software headaches on your end.
Starting with messy books or months behind? We clean up the history and get everything current before moving into regular monthly service.
Questions between monthly deliverables? We're available via email with a 1–2 business day response commitment throughout the engagement.
Most bookkeepers don't know how to handle crypto — and the ones who try often get it wrong. The IRS treats digital assets as property, which means every transaction, trade, and transfer creates a potential taxable event. If your books don't reflect that, you have a problem.
We use Koinly to pull transaction history across wallets and exchanges, calculate accurate cost basis, track gains and losses, and ensure your 1099-DA compliance is airtight — whether you're an investor, a DeFi participant, or a business accepting crypto payments.
We pull data from all your wallets and exchanges into a unified ledger — Coinbase, Kraken, MetaMask, Phantom, and more.
Accurate FIFO, HIFO, or LIFO cost basis tracking per asset — the foundation of correct gain/loss reporting.
The IRS's new digital asset reporting requirements took effect in 2025. We ensure your records are ready before the exchange files first.
Crypto bookkeeping flows directly into your tax strategy engagement — no double-entry, no missing data at filing time.
We review your current books, understand your business, and identify exactly what needs to happen to get your records in order. No commitment required.
We connect your QuickBooks Online account (or set one up), link your bank accounts and credit cards, and scope any backlog cleanup needed before regular service begins.
By the 15th of each following month, your books are reconciled and your reports are delivered — P&L, balance sheet, and a brief summary note from your advisor.
Because your books are maintained year-round, tax season requires no scramble. Everything your preparer needs is already organized and current.
Bookkeeping is priced based on transaction volume and complexity — not by the hour. You'll receive a clear, fixed monthly rate before we begin. No surprises.
Backlog cleanup is quoted separately based on scope. Crypto bookkeeping is available as an add-on or standalone engagement. Exact pricing is determined after your free consultation.
Get Your Custom QuoteSchedule a free consultation and find out how much clearer your business finances can be in 30 days.