Bookkeeping & monthly close

Regular records, reconciliations and a clear monthly handover for an owner-run business.

ILLUSTRATIVE DEMO PRICING

$490

per month · demo

The entity, period, record quality and agreed deliverables determine the written scope. Demo figures do not form an offer.

A clear scope before the work

A monthly rhythm begins with an agreed record handover. This sample service shows how a small practice can explain transaction recording, reconciliations and the questions that need the owner’s input. Work and cut-off dates are agreed in writing; the demonstration does not promise a universal close date.

Before an engagement

This is fictional demonstration content. A real practice confirms its qualifications, authorisation, responsibilities and written engagement terms before accepting work. The scope, exclusions and preparation shown below are shared CMS fields, also used by the pricing page.

Included in this example

One business entity, agreed account reconciliations, a monthly report pack and an issue list.

Outside this scope

Prior-period catch-up, payroll, tax filings and complex multi-entity work are scoped separately.

Before the conversation

Provide an account list, the bookkeeping system you use, the latest completed period and an estimate of monthly activity. Do not send credentials through this form.

Find the right starting point.

Describe the work you need. The introductory conversation confirms the fit, scope and next steps before an engagement.

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