Outsourced bookkeeping · US, UK, Canada, Australia
Late books. Lost receipts. No idea what you made. We close all three by the 10th.
Most owners find out what they made when the tax return is done, and by then the money is spent. We fix your books, then close them by the 10th of every month in QuickBooks or Xero, checked by an ACCA-qualified accountant.
Free 20-minute call with the accountant who would review your books. No obligation.
Closing books every month in
QuickBooks
Xero
Stripe
Shopify- A2X
Gusto- Dext
PayPal
Square
Sage
Zoho Books- Wave
Amazon Seller
Wise
What we usually find
Messy books leak money in places nobody looks.
This is the list we work through when we open a new client’s file. Most files have at least three of these.
Deposits booked as sales
Stripe, Shopify and PayPal pay out after fees and refunds. Revenue is understated and 2–4% of card sales never shows as a cost.
Split every payout into sales, fees and refunds, then match it to the bank.
Bills paid twice, credits never used
Nobody reconciles what you owe suppliers, so duplicates and credit notes just sit there.
Review payables every month and request the refunds.
Expenses dying in “miscellaneous”
An expense nobody categorised is a deduction nobody claims.
Categorise to the right account, with the receipt attached.
The year-end rebuild
Your accountant bills by the hour to reconstruct a year before they can file.
Close monthly, so year-end is a handover, not a rebuild.
You are the bookkeeper
The books stop the week you get busy, which is exactly the week you need the numbers.
A named bookkeeper, the same date every month, reviewed by an accountant.
Books health check · 60 seconds
How healthy are your books, really?
Six questions an accountant asks in the first five minutes. Scored out of 100 and weighted by how much each gap undermines your numbers. Nobody sees this unless you send it.
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Reconciliation · 25 pts
Is every bank and card account reconciled up to last month?
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Reporting · 15 pts
Could you tell me last month’s profit, to the nearest $1,000, right now?
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Categorisation · 15 pts
Are there zero “uncategorised” or “ask my accountant” transactions?
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Payouts · 15 pts
Are Stripe, Shopify or PayPal fees recorded separately from sales? No card platforms? Answer yes.
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Evidence · 10 pts
Is there a receipt or bill attached to every expense over $75?
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Year-end · 20 pts
Could your accountant file from your books today without fixing anything first?
Your score
Answer the six questions and your score builds here.
Try it · a live close simulation
This is what a month-end close does to a messy month.
Pick a business, hit run, and watch it play out: every transaction categorised, every account reconciled, problems flagged, books closed. The same order we follow on every client file.
Illustrative data. Nothing is sent and nothing is collected.
- Categorise
- Reconcile
- Review
- Close
What lands on the 10th
The close you get, on paper.
The demo above is the work. This is what reaches your inbox when it is done: the full report pack, and one page that tells you what it means.
Services
Everything that happens before the 10th.
The free review decides what you need and in what order. Most businesses need monthly bookkeeping plus one or two of the rest.
All services →-
Monthly bookkeeping, closed by the 10th
Every transaction categorised, every bank, card and payment account reconciled to the penny. Profit and loss, balance sheet and a short written summary in your inbox by the 10th.
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Catch-up for books months or years behind
We bring every month up to date and correct the errors, for a fixed fee quoted before we start. Then you move onto the monthly close.
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E-commerce that actually adds up
Shopify, Amazon and Stripe payouts split into sales, fees, refunds and chargebacks, so your revenue is real and your costs are complete.
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Payroll, on time and posted right
Pay runs processed and every wage, tax and pension line posted correctly, so payroll never becomes the account nobody can explain.
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Bills paid once, invoices chased
Supplier bills entered and scheduled, duplicates caught, customer invoices raised and followed up before they go stale.
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A year-end pack your accountant can file from
Closed books, schedules and reconciliations handed to your CPA or accountant. They file your return. They don’t bill you to rebuild the year first.
The DIY bill
What are your Sunday nights on the books really worth?
Drag it to match your business. Your numbers, your assumptions. The plan price comes from our published pricing.
Doing it yourself, each year
$0
- Your time
- Year-end clean-up
- Pro Bookkeepers,
- Difference
A rough guide, not a quote. Plans start at the prices shown on /pricing/; over 400 transactions a month is quoted on Scale.
Getting started
One call. One proposal. Then the 10th, every month.
Tidying a file once is easy. The value is the same close, on the same date, every month after.
- Day 1
We look at your books
A 20-minute call and a look inside your file. You hear what is wrong and what it costs to fix. No obligation.
- Within 2 days
One-page proposal
The scope, the fixed fee and the date of your first close. Nothing starts until you agree it in writing.
- About 5 working days
Setup and catch-up
Limited-access login, bank feeds connected, any backlog brought up to date.
- Every 10th
Closed and signed off
Reports, reconciliations and a written summary, reviewed by an ACCA-qualified accountant.
Who signs off your books
Every month-end close is reviewed by an ACCA-qualified accountant before it reaches you. If a number looks wrong, it does not leave until it is right.
No anonymous reviews on this page. An accountant only signs off numbers they can trace to a source, and we hold our own marketing to the same rule. Client results go here with a real name, or not at all.
How we work →Pricing
Fixed monthly. Agreed before we start.
Priced on how many transactions you have, not on hours. Catch-up work is quoted separately as a one-off fixed fee.
Essentials
$199/month
Sole traders and small businesses.
- Up to 100 transactions a month
- 2 bank or card accounts
- Monthly reconciliation
- P&L and balance sheet
- Year-end pack for your accountant
Growth · most start here
$449/month
Established businesses with payroll.
- Up to 400 transactions a month
- Unlimited bank and card accounts
- Bills and invoices managed
- Payroll up to 10 employees
- Management accounts + commentary
- Monthly 30-minute review call
Scale
$899/month
Multi-entity, inventory and e-commerce.
- Unlimited transactions
- Multi-entity consolidation
- Inventory and COGS tracking
- Payroll up to 30 employees
- 13-week cash flow forecast
- Named account manager
Prefer a dedicated person? Bookkeepers from $14/hour, minimum 10 hours a month. See full pricing →
Questions
Questions owners ask us.
How much does outsourced bookkeeping cost?
Fixed monthly plans start at $199/month for businesses with up to 100 transactions a month. Hourly bookkeepers start at $14/hour. Every fee is agreed in writing before work starts.
Should I choose fixed monthly or hourly?
Fixed monthly suits businesses whose bookkeeping is similar every month. Hourly suits variable workloads, one-off projects such as a catch-up, or businesses that want a dedicated person working set hours. We will recommend the cheaper option for you.
Do you work with QuickBooks and Xero?
Yes, both, every day. We also work in Sage, Wave, Zoho Books and FreshBooks.
My books are months behind. Can you help?
Yes. We run a fixed-fee catch-up project that brings every month up to date and reconciled, then move you onto a normal monthly schedule. The catch-up is quoted separately from your monthly fee.
Do you file tax returns?
No. We prepare closed, tax-ready books and a year-end pack that your CPA or accountant files from.
How do I share my data securely?
You add us as a limited-access user in your accounting software and share documents through a shared folder. We never ask for your online banking passwords, and you can remove our access at any time.
The free books review
Get your books looked at by an accountant. Free.
Twenty minutes. We look inside your file and tell you what is wrong, what it costs to fix, and the date of your first close.
An ACCA-qualified accountant replies within one business day.
Rather start yourself?
The 12-step month-end close checklist
The exact checklist we close every client’s books with, as a printable page.