Monthly bookkeeping
A steady monthly close so your books stay current, reconciled, and ready for decisions.
- Bank and credit card reconciliation
- Transaction categorization with review
- Monthly financial statements
- Clean handoff for your tax preparer
How we help Let us take bookkeeping
Bookkeeping & QuickBooks
Let us take bookkeeping
off your plate.
We handle QuickBooks cleanup, reconciliations, and monthly reporting so you can see where the business stands without spending your evenings catching up.
Monthly plans from $300 · Cleanup quoted separately
Call (484) 999-3347Work with Josh and Ellie.
Serving West Chester, PA. Helping service businesses across the US.
Start where the books are
Get the help your books need
Cleanup and catch-up
Behind by a few months or a few years? We rebuild the records and get the file usable again.
- Historical transaction review
- Account cleanup and error correction
- Missing statement and balance tie-outs
- Tax-ready books after cleanup
QuickBooks setup and support
Set up the system around how your business actually runs, then keep the workflow simple.
- QuickBooks Online setup support
- Chart of accounts cleanup
- Owner-friendly reporting structure
- Process improvements for repeat work
Know the starting range
Monthly bookkeeping priced around your business
Account count, transaction volume, payroll, loans, and reporting needs determine your quote. We agree on the work and price before getting started.
Essential
$300–$500
/ month
For smaller companies under about $1M with straightforward monthly books.
- Monthly bank and card reconciliation
- Expense categorization and review
- Monthly financial statements
- Email support for bookkeeping questions
Professional
$500–$850
/ month
For businesses over about $1M or with more activity, accounts, and moving parts.
- Everything in Essential
- Light A/R and A/P tracking
- Monthly close checklist
- Basic management reporting
Cleanup
Scoped
fixed fee
For books that need to be rebuilt, corrected, or caught up before monthly work.
- Review of the current QuickBooks file
- Prior-month or prior-year cleanup
- Reconciliations and balance checks
- Tax-preparer-ready handoff
Already using QuickBooks Online? Get a quote based on your books.
Get an instant quoteA clear monthly rhythm
Here’s how we keep your books up to date
- 01
Review the file
We look at your QuickBooks, bank feeds, statements, and current workflow so we can give you an accurate scope and price.
- 02
Reconcile and review
Transactions get categorized, accounts get reconciled, and odd items get flagged before they become bigger problems.
- 03
Send useful reports
You get clear monthly financials and a plain-English note on what needs attention next.
A foundation you can build on
Better books can be the starting point.
We work with owner-led service businesses using or moving to QuickBooks Online. You get a steady bookkeeping partner, with help available when the next problem reaches beyond the books.
You share statements and answer questions; we handle the agreed monthly close. We work alongside your tax preparer and do not file taxes.
Still entering the same information twice?
We can connect invoices, payments, and other tools to QuickBooks so fewer tasks depend on manual entry.
Explore integrations & automationReady to make more of the numbers?
CFO guidance turns current books into decisions about pricing, cash flow, hiring, and growth. Add it when it is useful.
Explore CFO guidanceA few practical answers
Before we get started.
Most businesses land between $300 and $850 per month. Essential plans ($300-$500) fit companies under about $1M with straightforward books. Professional plans ($500-$850) fit businesses with more volume, accounts, payroll, A/R, or A/P. Cleanup and catch-up work is quoted as a scoped fixed fee after we review the file, so there are no surprise hourly bills.
Bank and credit card reconciliations, transaction categorization with a human review pass, monthly financial statements, and a plain-English note on anything that needs your attention. At tax time, your preparer gets clean records instead of a shoebox.
Yes — that's normal, and it's usually where we start. We review the current QuickBooks file, scope the cleanup as a fixed fee, rebuild and reconcile the history, and then roll into monthly bookkeeping to help keep the books current.
QuickBooks Online is our home base. If you're on spreadsheets, desktop software, or another system, we can help you move to QuickBooks Online and set it up around how your business actually runs.
No — we work alongside them. We keep the books clean and current all year, then hand your tax preparer reconciled, tax-ready records. We don't file taxes, so there's no conflict with the relationship you already have.
Yes. We serve West Chester, Chester County, and the greater Philadelphia area. Our work runs on QuickBooks Online, so we can support service businesses anywhere in the US.
Book a 15-minute call or send a note and we'll reply within one business day. After a quick look at your QuickBooks file we'll give you a clear scope — most clients have a plan within the week.
Let’s find the starting point
Let’s get the books off your plate.
Tell us about your books
Share your name and email. We’ll reply within one business day to talk through the help you need.
Book a 15-minute call insteadPrefer to talk first?
Choose a 15-minute introductory call. We’ll discuss where your books stand and what support makes sense.
- Talk through your current books and priorities
- Identify monthly help, cleanup, or both
- Agree on scope and pricing before work begins
Helping businesses in West Chester and across the US.
We reply to inquiries within one business day.