The books
Bookkeeping & monthly close
A monthly close you can actually read — not a pile of uncategorized bank feed.
Book this work
From $450 / month · Monthly, billed on retainer
We reconcile every account, post payroll, and send a one-page close package: P&L, cash, receivables, and the three things that need a decision. You stay in your software; we stay in the workpapers.
Who it is for
Service firms and small retailers who want the books current by the 15th.
On the letter
- Reconciled books by the 15th of the following month
- One-page close package and exception list
- Sales tax and use-tax worksheets
- Year-end adjusting entries ready for the return
Bring the folder. Or the letter you have not opened.
The consult is thirty minutes and complimentary. If we are a fit, you leave with a fee and a date. If we are not, we will say so.