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    Discovery Call

    Let's talk about your books.

    Book a free, no-pressure 30-minute call to see how we can help you get organized and tax-ready.

    30 Minutes
    Google Meet / Zoom

    What we'll cover:

    • Your current setup
    • Your biggest headaches
    • A clear plan forward

    Select a Date & Time

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    Trusted by business owners

    "My Bookkeeping Done completely changed how I run my business. I finally have peace of mind at tax time."

    Sarah J.

    Retail Store Owner

    "The monthly reports are a game-changer. I actually understand where my money is going now instead of guessing."

    Mike T.

    General Contractor

    "Best decision I made for my agency. The team is responsive, professional, and catches things I'd always miss."

    Elena R.

    Agency Founder

    ROI Calculator

    See How Much You're Losing by Doing Your Own Bookkeeping

    Your time is valuable. See the real cost of DIY bookkeeping and how much you could save by letting the pros handle it.

    Your Business Metrics

    Adjust the sliders to match your current situation

    Average gross revenue per month

    $25,000

    Per month (invoicing, reconciling, payroll)

    15 hrs

    What your time is worth growing the business

    $150/hr

    Potential Monthly ROI

    $2,250

    Net value gained every month

    Time Value Saved
    $2,250
    Tax & Error Savings (Est. 2%)
    $500
    Estimated Service Cost-$500

    FAQ

    Common Questions

    Answers to our most common questions.

    How much does bookkeeping cost?

    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.

    What accounting software do you use?

    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.

    Can you help with taxes, too?

    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.

    What if my books are already a mess?

    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.

    Is my financial data secure?

    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.

    Do I have to sign a long-term contract?

    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.

    Where are you located?

    We are located in Ontario, California 91761. We help businesses in all 50 states. We follow established accounting and bookkeeping practices under GAAP.

    What exactly is included in monthly bookkeeping?

    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.

    Do you handle payroll processing?

    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.

    How long does a bookkeeping cleanup or catch-up take?

    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.

    Will I get custom financial reports?

    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.

    What is the difference between Catch-up Bookkeeping and Bookkeeping Cleanup?

    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.

    When will I receive my financial reports each month?

    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.

    Do you handle 1099 filings for contractors?

    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.

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