SS-WEB-10 · PRACTICE FILE · BOOKKEEPING
Books, handled.
Monthly bookkeeping with a close date you can circle: transactions categorized, accounts reconciled, and reports written in plain English — organized for your CPA when tax season comes.
Named product · fixed scope
What the engagement includes — in writing.
One named product, one fixed scope, one price fixed in your plan before work starts.
Setup & catch-up
- Chart of accounts built for how your business actually runs
- Historical cleanup scoped honestly — you’ll know the size of the mess before we start
- Works with the major platforms: QuickBooks, Xero, or what you already use
Monthly close
- Transactions categorized and accounts reconciled every month
- A written close date you can circle — not “sometime after the 15th”
- A reconciliation checklist behind every close, same discipline every month
Reports you can read
- Monthly P&L and cash view with plain-English notes on what changed
- Flags raised when a number moves in a way you should know about
- No jargon walls — if you can’t read the report, the report failed
Tax-season ready
- Clean, organized books handed to your CPA — we do the books, they do the tax
- Year-end without archaeology: everything categorized, reconciled, documented
- Your CPA will notice the difference, and so will their invoice
Scope is written down, both directions. Your plan states the accounts, volume, and platforms in scope. Catch-up work is scoped and priced separately, in writing, before it starts.
How it runs
Three steps. No mysteries.
Setup WEEK 1–2
Close MONTHLY, DATED
Report PLAIN ENGLISH
The discipline
A close date you can circle.
Bad bookkeeping isn’t usually wrong numbers — it’s late ones. The whole product is discipline:
A written monthly close date, met. Late books are wrong books, because you’re steering on stale numbers.
Reconciliation is a checklist, not a mood: every account, every month, same steps.
We’re bookkeepers, not your CPA — the books hand off clean for tax, and we stay in our lane.
Plain-English notes with every report. If you need a translator for your own numbers, something’s wrong.
What it costs
Priced by scope band — set before work starts.
Your free growth plan scopes the work and fixes the exact price in writing before anything begins — no hourly meter, no surprise line items, and the number doesn’t move after that. Combine services and the discount is automatic:
The full pricing model — published bands, terms, and how ranges work — is on the price list.
Fair questions
Asked by every smart buyer.
Q.1Which software do you work with?
The major platforms — QuickBooks, Xero, and the ecosystem around them. If you’re already on something, we work in it; if you’re starting fresh, your plan recommends the fit and the setup is part of the scope.
Q.2Do you replace my CPA?
No — we complement them. We keep the books clean and current all year; your CPA handles tax strategy and filing. They get organized, reconciled books instead of a shoebox, which typically makes their work faster and their bill smaller.
Q.3My books are a disaster. How bad is too bad?
We’ve yet to meet too bad — but we scope catch-up honestly before touching it, in writing, so you know the size of the cleanup before you commit. No discovering the “real” scope three invoices in.
END OF FILE · SS-WEB-10 · late books are wrong books
Get your free growth plan.
A working session on your goals, then a written plan with the exact scope, price, and sequence we’d recommend — free, and yours to keep whether or not you hire us.