What's included
What we handle as part of this service.
- Bank and credit card reconciliation
- Categorization of income and expenses
- Monthly profit & loss and balance sheet
- Sales tax tracking (when applicable)
- Clean handoff to tax prep at year end
Monthly bookkeeping
Bookkeeping Services
Keep your books current month over month so you know where you stand and tax season starts easy.
Who it's for
If this sounds like you, we're a good fit.
- Owner-operated businesses
- Restaurants and retail
- Service businesses and contractors
- Anyone behind on their books
Documents you'll need
Bring (or upload) these so we can get started quickly.
Not sure? We share a tailored checklist after the consultation.
Read-only access to bank and card accounts
Last reconciled period (if any)
Sample invoices and receipts
Our process
The five steps we walk through with every client.
Schedule a consultation
Book in person or remotely. Tell us what you need and we suggest the right service path.
Bring or upload your documents
We share a clear checklist so nothing important gets missed.
Review with a specialist
We walk through your situation, answer questions, and confirm the plan together.
We prepare, file, or organize
From tax returns to payroll, formations or filings, we handle the work end to end.
Ongoing follow-up support
We stay available year-round for questions, notices, and the next step.
Frequently asked questions
Common questions we hear about this service.
- We commonly work with QuickBooks Online and similar platforms. If you’re unsure, we’ll recommend the right setup at the consultation.
- Most clients get a full close every month, with reports delivered after each close.
Ready when you are
Ready to get organized? Book an appointment today.
Pick a time that works for you — in person at San Pablo or Concord, or fully remote.
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