Core Bookkeeping
Monthly Bookkeeping Services
Your books, handled. Every month.
You shouldn't have to wonder if your business is profitable. You shouldn't wait months for financial statements. You shouldn't send emails into a void and hope someone responds.
Our core bookkeeping service gives you accurate financials, delivered on time, with a team that actually answers when you have questions.
Included
What you get
Transactions categorized
Every transaction in every connected account, coded to the right category. We'll learn your business and handle the judgment calls.
Accounts reconciled
Bank accounts, credit cards, loans, lines of credit. Reconciled monthly so your books match reality.
Monthly financial statements
Balance Sheet and Profit & Loss, delivered by the 15th business day of every month. Not quarterly. Not "when we get to it." Monthly.
Year-end tax prep support
We collaborate directly with your CPA to make sure your books are complete, reconciled, and ready for tax filing.
A team that responds
Questions answered within one business day. Your emails won't disappear. Your calls get returned.
Why monthly matters
Annual bookkeeping is like checking your speedometer once a year. By the time you know there's a problem, it's too late to fix it.
✓ You catch problems early
✓ You see trends as they develop
✓ You make decisions with current data
✓ Tax time is a non-event
%
survival rate for businesses that review financials weekly
%
survival rate for businesses that only review annually
What it looks like month to month
Beginning of month
Your bank feeds sync automatically. We pull statements and start categorizing.
During the month
We categorize transactions as they come in, flag anything unusual, and reach out with questions when needed.
By the 15th
Your financial statements are delivered. Balance Sheet, P&L, and any custom reports we've set up for you.
Ongoing
Questions answered within a business day. Monthly or quarterly check-ins depending on your package.
Who this is for
Service-based businesses in Austin and Central Texas:
- Consultants and coaches
- Contractors and trades
- Attorneys and legal professionals
- Healthcare providers
- Creative and marketing agencies
- IT and software services
- Professional service firms
If you sell your expertise (not inventory), we're built for you.
Monthly bookkeeping ranges from
$400 - $1,200/month
depending on transaction volume, number of accounts, and complexity