BUILD A RELIABLE FINANCIAL FOUNDATION
Accounting Foundations
Accurate monthly books you can trust and understand
Accounting Foundations gives growing businesses an organized monthly bookkeeping process, dependable financial statements, and a clearer view of what is happening in the business.
Starting at $850/month
WHO THIS IS FOR
For owners who need the books handled correctly every month
This service is designed for owner-led businesses that need current, reconciled books but do not yet require ongoing controller or CFO support. It is a strong fit when bookkeeping is taking too much of your time, reports arrive late, accounts are not consistently reconciled, or you are unsure whether the financial statements are dependable.
What Accounting Foundations includes
Monthly bookkeeping
Transactions are categorized and agreed bank, credit-card, loan, and payment accounts are reconciled.
Financial statements
Receive a monthly profit and loss statement and balance sheet based on the records available for the period.
Quality review
We review for missing, duplicate, unusual, or uncategorized activity and follow up when additional information is needed.
HOW THE MONTH WORKS
A consistent process for dependable books
01
Collect
You provide statements, documents, and answers through the agreed secure workflow.
02
Reconcile and review
We update the books, reconcile the included accounts, and investigate items that need clarification.
03
Deliver
You receive the agreed monthly reports and bookkeeping-question support within the defined scope.
Base scope and proposal
The starting scope is one entity using QuickBooks Online, up to 150 monthly transactions, and up to four financial accounts. Every engagement is confirmed in a written proposal based on transaction volume, number of accounts and entities, reporting needs, historical condition, and complexity.
Quoted separately when needed: catch-up or cleanup work, payroll processing, accounts payable or receivable management, sales-tax filings, inventory accounting, tax preparation, additional entities, and complex projects.
Client responsibility: timely access to records, statements, supporting documents, and answers to bookkeeping questions is necessary to complete the monthly work.
Ready for books you can rely on?
Let’s confirm whether Accounting Foundations fits your business, systems, and current bookkeeping needs.