We handle your bookkeeping every month so you always know exactly where your money is coming and going — so you can focus on growth.
50+ business owners trust My Bookkeeping Done
Overview · March 2025
Net Profit
$18,420
Total Revenue
$47,832
Monthly Revenue
Recent Transactions
Tax-Ready
All year long
Secure & Private
256-bit encryption




What You Get
No more digging through spreadsheets or stressing at tax time. We handle the details so you can focus on growing.
Monthly reports give you a clear snapshot of your profit, expenses, and cash flow — no more guessing.
Your records are clear, categorized, and ready for your CPA before tax season even starts.
Every transaction verified, every account balanced — zero errors, zero surprises.
The same expert every month who actually knows your business, your vendors, and your goals.
Access your financials anytime from any device — no software to install, no emailing files.
Your data is protected with 256-bit encryption and strict, limited access controls at all times.
Trusted by home service businesses across the country
HVAC
Plumbing
Electrical
Roofing
Landscaping
Construction
The Process
From first call to clear books — here is exactly what working together looks like.
Tell us about your business, your current setup, and what has been stressing you out. No pitch, no commitment.
We connect your accounts, fix any backlog, and organize everything properly — you do not have to lift a finger.
We handle the books every month and send you clear reports so you always know exactly where you stand financially.
FAQ
Answers to our most common questions.
Our pricing is based on the size and complexity of your business. Most smart businesses pay between $399 - $799/month. You will get a clear flat-rate quote after your discovery call — no hidden fees or surprise charges.
We primarily work with QuickBooks Online and Xero, which connect seamlessly with your bank accounts, payment processors, and payroll tools. If you already use something else, just let us know and we will figure it out together.
We are accountants & bookkeepers, but we make tax season easy by keeping your records clear all year long. We work alongside your CPA so everything is ready when they need it. We can also refer you to a trusted tax pro if you do not have one.
That is the most common reason people come to us. We offer a bookkeeping cleanup service to get your historical records organized before we take over ongoing monthly work. We have seen it all — do not be embarrassed.
Absolutely. We use bank-grade 256-bit encryption, never store your login credentials, and connect to your accounts only through secure read-only or accountant portals. Your data stays yours — always.
No long-term contracts. We work month-to-month because we believe you should stay because you love the service, not because you are locked in. Most clients stay for years — and that is how we like it.
We are located in Ontario, California 91761. We help businesses in all 50 states. We follow established accounting and bookkeeping practices under GAAP.
Our monthly service includes bank account reconciliation, categorizing all transactions, producing monthly financial statements (Profit & Loss and Balance Sheet), and providing a dedicated expert to answer your questions.
Yes! We can manage your entire payroll process, including calculating wages, handling tax withholdings, processing direct deposits, and filing state and federal payroll taxes accurately and on time.
A standard cleanup usually takes 2-4 weeks depending on the volume of transactions and the current state of your records. We will give you a clear, timeline during our discovery call.
Absolutely. Beyond basic statements, we provide tailored financial insights and custom reporting so you can easily understand your profit margins, track cash flow trends, and make informed decisions to grow your business.
Catch-up bookkeeping is for when you are simply behind on recording transactions for a few months. Bookkeeping cleanup is for when the existing records have errors, duplicate entries, or unreconciled accounts that need to be untangled and fixed.
We typically close the books and deliver your complete financial reports by the 10th of the following month, ensuring you have timely data to make business decisions.
Yes, as part of our bookkeeping and payroll services, we can track contractor payments throughout the year and prepare and file your 1099s at year-end to keep you compliant.
Ready to Know Your Numbers?
Book a free 30-minute call. We will learn about your business and tell you exactly how we can help — no pressure, no pitch.
Schedule a Free CallNo credit card. No commitment. Just a conversation.
Trusted by home service businesses across the country
HVAC
Plumbing
Electrical
Roofing
Landscaping
Construction
Get in Touch
Send us a message and we will get back to you within one business day. No sales pressure — just a real conversation.
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