If you're a small business owner looking for a small business accountant — not a firm built for enterprise clients, and not a freelancer doing it on the side — this is the page for you. We handle the bookkeeping and light accounting work small businesses actually need: transactions categorized correctly, accounts reconciled every month, and financial statements you can hand to a lender or read yourself, at flat pricing sized for small business volume.
Most accounting firms price and structure their service around whichever client is biggest on their roster. That's a bad fit for a small business — you end up paying for reporting complexity you don't need, or working with a junior staffer because the firm's senior people are tied up with bigger accounts. We built this service the other way: it's scoped specifically for businesses with a handful of accounts, a manageable transaction volume, and an owner who wants clear books without becoming their own bookkeeper.
Search around and you'll find "bookkeeping services for small business," "small business bookkeeping," "accounting firms for small business," and "bookkeeping help for small business" treated as separate problems by separate providers. In practice, a small business rarely needs a strict line drawn between the two. Bookkeeping is the transaction-level work — recording, categorizing, reconciling. Accounting is the layer above it — turning those clean books into statements, ratios, and a picture you can use to make decisions or hand to a lender or the IRS. Small businesses need both, delivered by the same team, without paying twice for the handoff between them.
That's how we've scoped this service. Your dedicated team handles the bookkeeping day to day, and the same engagement covers the accounting layer — monthly financial statements, a clean general ledger, and reporting your CPA or lender will accept without a rebuild. If your needs grow into full-charge accounting or controller-level oversight, our accounting services pillar covers that next stage; if you specifically want the transaction-level side spelled out in more detail, see bookkeeping services.
A large share of the small businesses that come to us aren't switching accountants — they're switching off spreadsheets. If your "books" right now are a shared Excel file, a shoebox of receipts, or a QuickBooks file nobody has reconciled since last spring, that's exactly the situation this service is built to fix.
We start by reviewing what you have, migrating it into QuickBooks Online, and reconciling everything against your actual bank and card statements so the numbers are provably correct — not just organized-looking. From there it's monthly maintenance: your team keeps the books current so you're never doing a year-end scramble again.
Because everything is scoped for small business volume, this isn't the same catch-up-and-cleanup engagement we'd run for a company with ten entities and a finance team. It's sized, and priced, for one owner who needs clean books and an hour of their week back.
We don't price small business engagements off an enterprise rate card. Packages are flat, billed monthly in USD, and scaled to your transaction volume and account count — so a single-entity LLC with modest volume pays for a single-entity LLC, not a slice of a rate card built for a much bigger company.
| Plan | Best for | Monthly price |
|---|---|---|
| Starter | Sole props & single-member LLCs, low transaction volume | Get Quote |
| Growth | LLCs & S-corps with payroll and moderate volume | Get Quote |
| Pro | Multi-account small businesses needing accounting-level reporting | Get Quote |
See full package details and what's included at each tier on our pricing page.
Sole proprietors, single- and multi-member LLCs, and S-corps roughly in the range of one to fifty employees or a few hundred transactions a month. If you're an enterprise needing a full internal finance department, our accounting services page is the better starting point — but most of our small business clients never need to graduate off this service.
Both, under one engagement. For a small business the line between the two rarely matters day to day — you need transactions categorized, accounts reconciled, and financial statements you can actually read, and that spans what's traditionally called bookkeeping and light accounting. We scope the mix to what your business needs rather than making you pick a label.
Yes. This is one of the most common starting points for small business clients. We review your spreadsheets, migrate the data into QuickBooks Online (or clean up an existing file), reconcile against your actual bank and card statements, and take it from there — no judgment about how the books have been kept so far.
Flat monthly pricing in USD based on your transaction volume and the number of accounts you run, not an hourly rate and not enterprise-tier pricing built for a company ten times your size. See current small business packages on our pricing page.
Yes. We work inside your existing QuickBooks Online account rather than asking you to hand data outside standard US cloud platforms. Access is role-based and revocable, and every engagement is covered by a signed confidentiality agreement.
