Clean books every month, so tax season is a non-event.

I’m Sam, and I keep the books for small businesses and self-employed professionals. You get reconciled accounts and a one-page report every month, and your accountant gets everything they need in April.

“My accountant asked who did my books. First time that’s been a compliment.”

⭐ ⭐ ⭐ ⭐ ⭐

Rachel D., owner, yoga studio

Bookkeeping that fits how you work

Most clients start with a catch-up and move to monthly. All work is done in QuickBooks Online or Xero.

Monthly bookkeeping

Transactions categorized, accounts reconciled and a plain-English report by the 10th.

Catch-up cleanup

Months or years behind? I bring your books current, usually within three weeks.

Year-end prep

A tax-ready package for your CPA, with every question answered before they ask.

“I can just do it myself in January.”

“I can just do it myself in January.”

You can. Most owners who try spend two or three weekends sorting receipts, and still miss deductions.

Monthly books also mean you know your real profit every month, not once a year when it’s too late to act on it.

Here is how I work:

  • Flat monthly fee, no hourly billing

  • Read-only access, so I never touch your money

  • Replies within one business day

  • Works with your existing CPA

What clients say about working with me

Quiet, accurate, on time. That’s the job.

Sam cleared two years of backlog before my tax deadline. I still don’t know how.

Marcus L., contractor

I finally know which of my services actually makes money.

Ana P., hair salon owner

Reports arrive on the 10th like clockwork.

Ben W., developer

Yes, I actually enjoy reconciliations

You started your business to do the work, not to chase receipts.

But messy books cost more than time. They hide cash problems, inflate your tax bill and make every loan application harder.

I spent ten years at a CPA firm cleaning up exactly those books before going out on my own. Now I keep them clean from the start.

I work with a small number of clients, so you always talk to me, not a rotating team.

Yes, I actually enjoy reconciliations

How it works

Every set of books is different, so I look at yours before quoting anything. Three steps from the first call to a monthly routine.

1.

Free consultation

20 minutes to understand your setup and quote a flat fee.

2.

Setup or catch-up

One to three weeks to connect accounts and bring everything current.

3.

Monthly close

Your report lands by the 10th of every month.

Frequently Asked Questions

Which software do you use?

QuickBooks Online and Xero. If you’re on something else, I’ll help you move.

How much does it cost?

Monthly plans start at $300, depending on transaction volume. You get a fixed quote before we start.

Do you do taxes?

No. I prepare everything your CPA needs and I’m happy to work alongside them.

Is my data secure?

I use read-only bank feeds and two-factor authentication on every account.

Can you fix books that are years behind?

Yes. Catch-up work is quoted separately and usually takes under three weeks.

What if I already have a bookkeeper?

I can take over with a clean handoff, including a review of what’s been done so far.

Start next month with clean books

Book a free 20-minute call and get a flat quote the same day. Catch-ups can start this week.

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