SERVICES
Bookkeeping and finance support that connects the details.
Remote monthly bookkeeping, catch-up and cleanup, accounts payable and receivable, and fractional financial leadership for small businesses nationwide. We connect the details so your reports are useful for decisions.
TWO WAYS TO WORK TOGETHER
Choose the support your business needs.
Start with dependable monthly bookkeeping, or add financial planning and guidance for the decisions ahead.
01 / THE FOUNDATION
Bookkeeping
Reliable books and a clear monthly picture of your business.
Starting at $250/month
- Monthly transaction review and categorization
- Bank and credit card reconciliations
- Month-end close
- Monthly profit and loss and balance sheet reports
- Chart of accounts maintenance
- Receipt and document management
- AP/AR management (volume agreed upon by the client and BookkeepingCo)
- Ongoing bookkeeping questions and support
For owners who need accurate, up-to-date books.
Book a free discovery call02 / THE BIGGER PICTURE
Bookkeeping + Fractional CFO
The bookkeeping foundation plus financial insight to help you plan and make decisions.
Starting at $2,500/month
Everything in Bookkeeping, plus:
- Monthly management reporting and strategy meeting
- Cash flow forecast and cash planning
- Annual budget and rolling financial forecast
- Budget versus actual analysis
- Profitability and margin analysis by service, project, or department as applicable
- Key performance metrics and management reporting
- Scenario analysis for pricing, hiring, spending, and growth decisions
- Financial process and bookkeeping team guidance
For owners who want to understand what the numbers mean and what comes next.
Book a free discovery callStarting prices are for ongoing monthly service. Your proposal reflects transaction volume, accounts, reporting needs, and the level of support required. AP/AR management is included at the volume agreed upon by the client and BookkeepingCo; additional volume is scoped separately. Catch-up work, initial setup, payroll coordination, and sales tax support are scoped separately when needed.
MONTHLY BOOKKEEPING
Keep your small business books current.
BookkeepingCo supports business owners who need dependable transaction categorization, bank and credit card reconciliations, month-end close, and management reports. We agree on your accounts, transaction volume, and document workflow before work begins.
Use your monthly profit and loss and balance sheet reports to understand business activity and prepare questions for your tax professional or financial leadership team.
CATCH-UP AND CLEANUP
Behind on your bookkeeping? Start here.
Overdue reconciliations and disorganized records make it hard to see where your business stands. BookkeepingCo reviews the periods involved, available statements, and current records to define a cleanup plan and proposal.
Cleanup is available as a one-time project without a monthly commitment. Ongoing bookkeeping can be discussed separately when you are ready.
FINANCE OPERATIONS
Get help with bills, invoicing, and follow-up.
Bring accounts payable and receivable into an agreed workflow with your bookkeeping. We discuss vendor bills, customer invoicing, payment tracking, document management, and approval responsibilities so the work fits your business.
AP/AR volume is agreed upon in your proposal. Payroll coordination and additional services are scoped separately when needed.
BEYOND THE BOOKS
Fractional controller and CFO support
Need help with financial leadership as well as the books? We support reporting, cash flow planning, forecasts, and profitability decisions at a scope that fits your business.
See fractional services →COMMON QUESTIONS
Finding the right bookkeeping help.
Can BookkeepingCo work with my business remotely?
Yes. BookkeepingCo provides virtual bookkeeping and finance support for small businesses across the United States. We coordinate access to your bookkeeping system, records, and documents, then agree on communication and the scope of work.
What does monthly bookkeeping include?
Monthly bookkeeping can include transaction review and categorization, bank and credit card reconciliations, month-end close, chart of accounts maintenance, and monthly profit and loss and balance sheet reports. Your proposal defines the accounts, volume, and services included.
Can you help if my books are behind?
Yes. BookkeepingCo offers catch-up and cleanup projects for overdue reconciliations and disorganized records. We first review the condition of your books and the periods involved, then propose a scope. A cleanup project does not require an ongoing monthly commitment.
Can you manage accounts payable and receivable?
Yes. Accounts payable and receivable support is available at an agreed volume and scope. We discuss your bill workflow, customer invoicing, follow-up needs, and approval process during discovery.
When should I consider fractional controller or CFO support?
Consider fractional finance support when you need help understanding your reports, planning cash flow, building a budget or forecast, reviewing profitability, or improving finance processes. BookkeepingCo offers this support alongside bookkeeping.
Is BookkeepingCo a CPA firm or tax preparation service?
BookkeepingCo provides bookkeeping and business management consulting services and is not a CPA firm. We do not provide audit, attest, or financial statement review engagements. If you need tax preparation or licensed assurance services, discuss that need with an appropriately licensed professional.
How do I get started?
Book a free discovery call to discuss the state of your books, the work taking up your time, and the support your business needs. BookkeepingCo prepares a proposal based on your scope, transaction volume, accounts, and reporting needs.
Book a free discovery call
LET’S GET SPECIFIC
Let’s find the right support for your business.
Book a free discovery call to discuss your books, your priorities, and how BookkeepingCo can help. No obligation.
Book a free discovery callFinancial statements and reports are prepared as part of bookkeeping operations for management use, without audit, review, or assurance. Controller and CFO support covers business management consulting, budgeting, cash flow planning, and finance operations within the agreed scope. Cleanup and document preparation do not guarantee tax compliance, financing approval, or audit results.
