Quarterly Bookkeeping
For founders who want clear, reliable financial oversight and actionable insights every quarter.
Monitor your business performance, make confident growth decisions, and stay prepared for taxes with clear, easy-to-understand reports delivered quarterly.
For founders seeking reliable quarterly financial reports to monitor growth and maintain control without the need for monthly updates. Typically best for businesses with $100k–$250k annual revenue, lower transaction volume, and typically one selling platform (often solo service-based businesses).
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Monthly transaction categorization across all connected accounts
Monthly reconciliations to ensure books are accurate
Categorization of income and expenses
Clear, easy-to-read quarterly financial reports (Profit & Loss, Balance Sheet, Cash Flow Report)
Answers to your financial questions by email, whenever you need support
30 minute quarterly check-in call
Access to a secure client portal for documents and reports
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Receipt Management, we’ll collect, organize, and follow up on missing documents
Payroll Processing, full setup and recurring pay runs
Contractor Payments, including 1099 support and international payments
Sales Tax Filing
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Budgeting
Cash Flow Management
Forecasting
Custom KPI Tracking
Profit Margin Analysis
Expense Analysis
What That Means for You & Your Business
No more financial guesswork - you’ll know exactly where your business stands every quarter
Ready for investors, taxes, and team planning without the stress of a last-minute scramble
Confidence to make decisions about hiring, pricing, or launching—backed by numbers you trust
Fewer mistakes, more peace of mind - your books aren’t bounced between staff or AI bots
A real partner, not just a portal - talk through questions live, not via help tickets
Pricing
Quarterly Bookkeeping starts at $300/month
Pricing is based on the number of accounts, transaction volume, and add-ons. A quote will be provided after your discovery call.
If you’re a solo founder with revenue under $250K but want monthly bookkeeping, please let us know. We’re happy to discuss your unique needs and see if monthly support is the right fit.
Here’s What the First 60 Days Look Like
Express Interest
Complete our detailed interest form so we can understand your business, finances, and goals and see if we are the right fit.
Alignment Call
Once we review your interest form, we’ll schedule a call to discuss your needs, answer questions, and explain how we can support you.
Tailored Plan Creation
Based on your information and call, we will build a bookkeeping plan tailored to your business size, platforms, and complexity.
Onboarding & Account Setup
We guide you through securely connecting your financial accounts and setting up your client portal.
Initial Cleanup & First Report
We clean up your books (if needed) and deliver your first clear, actionable monthly report.
Ongoing Support & Reviews
From there, you receive quarterly bookkeeping, reconciliations, and regular check-ins.