When Does DIY Bookkeeping Stop Making Sense for a Small Business?
Doing your own bookkeeping makes sense when your business is small, there are relatively few transactions, the accounts are simple, or keeping everything up to
Monthly bookkeeping, backed by 20 years of combined accounting experience, with a second set of eyes on every set of books
We set up and organize your records.
We reconcile your accounts each month.
You get clean, consistent financial reports.
Set up and maintain a clean, consistent chart of accounts and transaction records.
Reconcile bank, credit card, and other accounts so your records are accurate and up to date.
Prepare monthly financial reports so you can see where your business stands.
Reconciliations, close, budgeting, inventory, and financial systems.
$300 per month
For small businesses with straightforward bookkeeping needs.
$450 per month
For growing businesses with increasing transaction volume.
$600 per month
For established businesses with more complex needs.
Package fit depends on records and workload. Cleanup and specialist projects are scoped separately.
Build a practical budget and forecast to support your business decisions.
Available as separate engagements.
Get clearer insight into your costs and profitability by product, service, or location.
Available as separate engagements.
Doing your own bookkeeping makes sense when your business is small, there are relatively few transactions, the accounts are simple, or keeping everything up to
We’ll learn about your goals and recommend next steps.