This service provides ongoing monthly bookkeeping so your financials stay clean, reconciled, and tax-ready. We reconcile your accounts, categorize transactions, and deliver monthly reports you can trust—without the chaos of year-end catch-up.

Best for you if you have:
A U.S. business (LLC, S-Corp, C-Corp, Partnership, or Sole Prop) that needs consistent bookkeeping
Bank/credit card activity every month and you want accurate numbers for decisions and taxes
Income from Stripe/PayPal/Shopify/Amazon or recurring client invoices
A desire for a structured month-end close (instead of messy spreadsheets)

What you get:
Monthly reconciliation of bank and credit card accounts
Accurate categorization aligned to tax and reporting needs
Monthly Profit & Loss (P&L) and Balance Sheet
Month-end close summary (what changed, key notes, missing items)
Support for common integrations (as applicable): Stripe/PayPal/Shopify, etc.
Email support for bookkeeping-related questions and clarifications needed to close the month

How it works:
Purchase the plan that matches your monthly volume
Share access (or upload statements/reports) + complete the intake form
We reconcile, categorize, and close each month
You receive monthly reports and a close summary