BooksMonthly
BOOKKEEPING AND MONTHLY FINANCIALS

Clean books, every month, without you touching them.

Feeds in, books categorised, accounts reconciled, and a monthly P&L and balance sheet you can actually read — plus a tax-ready package at year-end so tax season stops being an archaeology project.

Request onboarding — first month $99 Onboarding requests are taken now; card checkout goes live at launch.

Why the books matter

Books that are months behind cannot tell you anything. Decisions get made on guesses, and tax season turns into an emergency.

A monthly close that just happens — without you chasing receipts or fighting software — is the difference between knowing and hoping.

What you get

What lands every month.

Categorised, reconciled books

Bank and card transactions categorised and matched to the bank — every month, closed on time.

Monthly P&L and balance sheet

Plain financials you can read, delivered monthly, so you can see what the business actually did.

Tax-ready year-end package

Everything your tax preparer needs, organised before they ask.

Your part

What stays with you, on purpose.

Pricing

$300–$600 / month

Recurring, billed in advance. First month at $99 to onboard.

Request onboarding — first month $99

Onboarding requests are being taken now. Card checkout goes live at launch.

Questions people ask

Are you accountants or a CPA firm?
No. Bookkeeping services; not a CPA firm; no tax advice. We keep the books; a licensed professional does taxes.
How do you get my transactions?
A read-only feed or statements you upload. We never ask for your bank password.
What if I'm behind?
Catch-up is quoted up front, then the monthly close keeps it from happening again.

Next month's close can be the first one that just happens.

Request onboarding