Service 01 · Monthly Close
Bookkeeping that closes every month — not every April
Transactions categorized, accounts tied out, the month closed and locked — in QuickBooks, Xero or Sage.
The Problem
Bookkeeping is the task that always survives to tomorrow. Receipts pile up, categories drift, and by Q4 the books describe a business that doesn’t quite exist. Every downstream number — taxes, reports, forecasts — inherits the mess.
What We Do
Every month: transactions categorized against a chart of accounts built for your business, every account reconciled, the month closed and locked. In QuickBooks, Xero or Sage — whichever you already run stays exactly where it is. Most engagements start with a backlog, and there’s no ‘too messy’ — we rebuild the history until the numbers tie out; the backlog is priced into your quote, no surprise excavation bills.
What You Get
Micro-FAQ
Do I have to switch software?
No — we work in what you have.
How messy is too messy?
No such thing; catch-up is where most clients start.
When do books close?
On a fixed monthly schedule you can set your watch by.