Tax preparation & planning
Returns and year-round planning by CPAs.
Bookkeeping& monthly close.
Every transaction categorized and reconciled, with clean financials on your desk by the 5th business day.
5 daysaverage close
400+businesses
100%accounts reconciled
Books you can actually make decisions with.
Most owners only see their numbers when something has already gone wrong: a tight month, a surprise tax bill, a lender asking for financials. By then the books are months behind and nobody trusts them.
We keep your books current every week and close them every month. Your accountant reconciles every account, follows up on anything unusual and sends a short summary of what changed — so you can make decisions with numbers that are actually right.
What’s included
- Bank, card & loan reconciliation
- Payables & receivables
- Monthly P&L, balance sheet & cash flow
- Receipt capture & matching
- Sales tax tracking
- Inventory & cost of goods sold
- Catch-up and clean-up projects
- Year-end close for your tax return
Bookkeeping & monthly close
From$390/mo
Or included in the Growth and CFO Suite plans- Up to 150 transactions a month
- Every account reconciled monthly
- Financials by the 5th business day
What a clean close looks like.
Six habits we run for every client, every month. Boring on purpose — that’s what makes the numbers reliable.
01
Connected bank feeds
Every bank, card and loan account flows in automatically, so nothing waits for a statement.
02
Weekly categorization
Transactions are coded every week while they’re fresh, not in a year-end scramble.
03
Receipts matched
Receipts and bills are attached to the transactions they belong to, ready for any audit.
04
Full reconciliation
Every account ties to its statement before the month is closed. No exceptions.
05
Accruals & adjustments
Revenue and expenses land in the month they belong to, so margins mean something.
06
A summary you can read
Three short paragraphs on what changed, what to watch and what we’d do next.
Your monthly close calendar.
Every month follows the same rhythm, so you always know when your numbers will land.
1Business day
Bank and card feeds reviewed; missing statements requested.
2Business day
Last transactions categorized and receipts matched.
3Business day
Every account reconciled to its statement.
4Business day
Accruals posted and the month reviewed by a senior accountant.
5Business day
P&L, balance sheet and cash flow delivered with a summary.
15Of the month
Mid-month check-in on receivables, payables and anything unusual.
5 daysto close the books
How Brightline Builders closed the books in five days.
Two crews, a growing backlog and books that took three weeks to close. We connected every account, set up job costing and moved the team to a weekly categorization rhythm.
“We finally see job margins while the job is still running — not three weeks after it’s finished.”
5 daysto close
−80%time on books
12accounts reconciled
Bookkeeping questions, answered.
Still unsure? Book a free call and ask a CPA directly.
We work in QuickBooks Online and Xero. If you’re on something else, we’ll help you move — usually within the first month.
We’ll start with a catch-up project to bring everything current, then move you to the monthly close. Most catch-ups take two to six weeks.
Only for purchases over $75 or anything unusual. Snap a photo in the app and we’ll match it to the transaction.
Yes. We track inventory and cost of goods sold for retail, e-commerce and hospitality clients.
We close the year, prepare the adjustments your tax preparer needs and hand everything over in one package — or file it ourselves.
Related services.
Payroll & compliance
On-time payroll in every state you hire.
Fractional CFO & advisory
Forecasts and strategy without a full-time hire.
