Bookkeeping that stays done — every month, on time
Your books are the foundation everything else sits on — taxes, loans, decisions. We keep them current, accurate, and closed on a schedule, working inside your QuickBooks Online file with a dedicated bookkeeper who knows your business.
What’s included
- Everything in Oversight (monthly review of your books, categorization guidance, question access to your accounting team, quarterly check-in)
- We do the bookkeeping: transaction categorization and reconciliation of your bank and credit accounts — scope set by transaction volume and complexity, confirmed in your fixed price after the Books Review
- Monthly financial statements (P&L, balance sheet) delivered every month
- Payroll coordination and sales-tax filing support available as add-ons
Who does the work
A dedicated bookkeeper handles your books day-to-day, reviewed by our Lead Bookkeeper, Rebecca Hunt. When questions get bigger than bookkeeping, Brian Hunt, CPA is one introduction away — that’s the Controller tier.
Who it’s for
Owners who are behind, doing it themselves at midnight, or paying for software nobody reconciles. If you like doing your own books and just want a safety net, see Oversight on the Pricing page instead.
Short FAQ
Do I have to switch software?
We work in QuickBooks Online. If you’re on something else, we’ll talk through options during the Books Review — no surprises.
My books are a mess. Can you still start?
Yes — cleanup/catch-up is quoted separately as a fixed project before the monthly service begins, so you know the full cost upfront.
Who do I talk to?
Your dedicated bookkeeper, day-to-day. Not a ticket queue.
Starting at $750/mo.
Fixed price set after a free Books Review.