Monthly Bookkeeping for Online Businesses

Description

This is for you if:

You’re doing your own books at 11 PM on a Sunday.
Your accounting file is “mostly right,” which you know means definitley wrong.
You can’t answer “what did I actually profit last month?” without a 20-minute dig.
Tax season arrives every year like an ambush causing anxiety.

What you get every month:

Every bank, credit card, and payment platform reconciled — Stripe, PayPal, third-party selling sites, all of it.
Transactions categorized accurately and consistently to a custom chart of accounts built for your business model.
Profit & Loss and Balance Sheet delivered by the 15th after the end of the prior month.
Cash flow insights to confidently answer “can I afford this?”
Books kept continuously tax-ready, saving you money with your CPA.
Unlimited email support — no unexpected bills for asking a question.

How it works:

Free 30-minute consultation call to discuss your current setup and goals.
Diagnostic review of your existing books.
A flat-rate quote in writing with no hourly surprises.
We get you current and keep you there.

Next Step: Book your free 30-minute consultation call on our calendar.

Services are provided off-platform under a written engagement letter.

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Shipping Policy

All services are delivered remotely — there is nothing to ship.

Onboarding: Once a signed engagement letter is in place and we have secure access to your accounts, onboarding is complete within 5 business days.

Monthly bookkeeping: Your reconciled financial statements are delivered by the 15th of the following month, provided all statements and documentation are received by the 5th.

Catch-up and cleanup work: Timeline is scoped and agreed in writing before work begins, and depends on the number of months, accounts, and platforms involved. Typical range is 2–6 weeks.

QuickBooks Online setup: Completed within 10 business days of receiving access, including your live training session.

All files and financial statements are delivered securely. We do not transmit financial documents or account credentials by unencrypted email.

Refund Policy

No engagement begins with a guess. Every client starts with a free 30-minute call, followed by a diagnostic review of the current state of your books. Only then do we issue a flat price in writing — so you know the scope, the cost, and the timeline before any money changes hands.

Monthly services: Billed in advance. Cancellable with 30 days' written notice. Any unused prepaid months are refunded in full.

Fixed-scope projects (catch-up, cleanup, QuickBooks Online setup, year-end and 1099 prep): A deposit is required to begin. If work has not started, the deposit is fully refundable. Once work is underway, refunds are prorated to work not yet performed.

Diagnostic review: If the diagnostic reveals the work isn't a fit for us, we'll tell you and you'll owe nothing.

Cancellation / Return / Exchange Policy

Cancellation/Return/Exchange Policy

Because these are professional services, there is nothing to return or exchange. Here's how ending an engagement works.

Cancelling monthly services: Cancel at any time with 30 days' written. We'll complete the month in progress, deliver your final reconciled financial statements, export and hand over your complete accounting file, and transfer administrative access back to you. Your data is yours — always, and without conditions.

Rescheduling: Calls and scheduled sessions can be rescheduled at no charge with 24 hours' notice.

Our right to end an engagement: We reserve the right to end an engagement if we are unable to obtain the records or access required to maintain accurate books, or if we are asked to record transactions we believe to be inaccurate. In that event we'll provide 30 days' notice and a complete handover.