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Monthly bookkeepingEvery transaction categorized to your chart of accounts, not a generic template.
Bookkeeping for owner-operated businesses
Your books, closed by the 10th. Every month.
Categorized transactions, reconciled accounts and a P&L you can actually read — for restaurants, motels, fuel stations, contractors and rental entities across Northwest Indiana and Chicagoland.
Starting at $99.99/mo per business
QuickBooks & Xero
No long-term contract
✓Bank & card feeds imported1,204 txns
✓Transactions categorized98.6%
✓Accounts reconciled6 of 6
•Owner questions outstanding3 open
Statements publishedby the 10th
An illustration of the close checklist your portal shows each month.
What's included every month
Not a software subscription. An actual bookkeeper.
You get the same person every month, working your file — not a ticket queue and not an app that expects you to do the categorizing yourself.
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Bank & card reconciliationOperating, savings, merchant and fuel-card accounts tied out to the statement.
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Financial reportingP&L, balance sheet, cash flow and trial balance, published to your portal.
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Catch-up & cleanupBehind by months or years? A fixed-fee project brings the file current first.
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AP & AR trackingVendor bills and open invoices tracked, so you know what's owed and when.
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1099 & CPA handoffA year-end packet your accountant can file from, with W-9 gaps flagged early.
How it works
Three steps, then it repeats every month.
Most owners are set up within a week of the first call.
We look at your file
A short call and read-only access to your accounting file and bank feeds. You get a written scope and a flat monthly price before anything starts.
You get a portal login
Drop statements, receipts and invoices in as they come. Anything I need from you shows up as a request — no email chains, nothing lost in a phone thread.
Statements by the 10th
The month is categorized, reconciled and closed. Your P&L, balance sheet, cash flow and trial balance are published to the portal to download any time.
Find out what your month would cost.
Answer four questions about your entities, transaction volume and how current the books are. You'll get a flat monthly figure back the same business day.