Bookkeeping & monthly close

Books closed by the 10th.
Every month.

Reconciled accounts, categorised transactions and a monthly report you can read in five minutes, reviewed by a partner.

Book a consultation →See the fees
From $650 / month10th of every month, closed
A bookkeeper at a standing desk with September closed

A clean ledger, every month.

We connect to your bank, card and payroll accounts, reconcile everything and close the month by the 10th. You get a one-page report and a partner who reads it with you each quarter.

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  • Bank, card and loan reconciliations
  • Accounts payable and receivable
  • Payroll and sales tax filings
  • A one-page monthly report

How a month runs

  1. 1

    1st–3rd

    Statements and receipts come in through the portal.

  2. 2

    4th–8th

    We reconcile and categorise, and ask about anything unclear.

  3. 3

    10th

    The month closes. Your report lands in the portal.

  4. 4

    Each quarter

    A partner call on what the numbers say.

Fees

Fixed. Your letter sets the figure before we start.

Monthly close

$650 / month

Up to 300 transactions a month.

  • Reconciliations and close by the 10th
  • Monthly one-page report
  • Quarterly partner call
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Most chosen

Books & payroll

$950 / month

Monthly close plus payroll for up to 25 people.

  • Everything in Monthly close
  • Payroll and payroll tax filings
  • Sales tax filings
Book a consultation

Catch-up bookkeeping for past months is quoted on scope.

Fee estimate

Estimate your monthly fee

Two quick estimates from the figures you already know. Your partner confirms both at the first consultation.

Estimated monthly fee

 

/ month

Base fee
 
Transactions
 
Extra accounts
 
Payroll
 

Your engagement letter fixes the fee before work begins.

Book a planning call

An estimate for planning, not tax advice. It leaves out credits, the QBI deduction, state tax and anything else particular to you. Your partner works out the real figure with you.

Marco and Lucia Russo at their restaurant counter
★★★★★
“We used to close the year in March. Now we close the month by the tenth and know where we stand.”

Marco & Lucia Russo

Russo's Trattoria · clients since 2016

Questions clients ask

Which software do you use?

QuickBooks Online or Xero. If you already use one, we keep it.

What if my books are behind?

We catch them up first, quoted on scope, then start the monthly close.

Do you handle payroll?

Yes, for teams of up to 100, with all payroll tax filings.

Free consultation

Bring last year’s return. We’ll take it from there.

An hour with a partner, at our office in New York or Montclair or by video. You leave with a written scope and a fixed fee.

What to bring

  • Last year’s federal and state returns
  • Recent bank and card statements
  • Any IRS or state notices you have received
Eleanor Ashcombe Eleanor AshcombeManaging partner · takes most first consultations

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