Full-Charge Bookkeeping & Accounting

Your finance function, delivered to your door.

Full-charge bookkeeping, multi-account reconciliation, month-end close, and management reporting — run by a dedicated team inside the Xero you already use. Scoped to your business, whether that's one set of books or several.

Service Packages

Onboarding, then a cadence that fits how your business moves.

A one-time project to get your books clean and current, then ongoing service on a monthly or weekly rhythm. Move between cadences as your volume changes.

Onboarding & Prior Bookkeeping

Starting at

$1,500

per project

For new clients who want clean, accurate books and a smooth transition before ongoing service begins.

Dedicated onboarding advisor
Chart of accounts creation or restructure
Xero setup and configuration
Prior bookkeeping cleanup (uncategorized transactions, reconciliations, catch-up entries)
App integrations (Stripe, Wise, Bill.com, and more)

Monthly

Starting at

$399

per month

For steady-growth businesses that want accurate books closed each month and tax-ready records year-round.

Full-charge bookkeeping, accrual basis
Bank & credit-card reconciliation
AP & AR recording and tracking
Monthly close & standard statements
Year-end records ready for your CPA

Weekly

Starting at

$599

per month

For fast-moving businesses with enough accounts and money movement to need weekly visibility and a formal controls layer.

Everything in Monthly, on a weekly rhythm
20+ accounts: bank, card, Stripe, Wise, LOC
Refund & money-movement workflows
Segregation of duties & anomaly monitoring
Weekly insights plus monthly management reporting & dashboards
Client trust / IOLTA reconciliation support
Dedicated engagement lead

Add-On

Need collections and bill-pay actively managed, not just recorded?

Every package above records AR and AP as part of the books. If you also want someone actively chasing collections and running your payables queue, that's an add-on to your Bookkeeping package — not a service sold on its own.

Accounts Receivable

Invoicing, accurately and on time

Consistent collections follow-up

Cash application to the right invoices

Monthly AR aging reporting

Accounts Payable

Bill entry & account coding

Approval-ready payables queue

Payment scheduling support

Vendor statement reconciliation

Month-End Close & Reporting

Closed on a calendar, not whenever someone gets to it.

This isn't a separate service — it's what every package above already delivers. Here's exactly what lands on your desk, every month, on the same date.

Every account reconciled to its statement before the close is called done

P&L and balance sheet delivered on a fixed date, not "whenever it's ready"

Management reporting and dashboards for anything beyond the standard statements

Discrepancies and open items flagged and resolved before the package goes out, not discovered after

A clean, CPA-ready file at year-end — no scramble to reconstruct twelve months of work

Bookkeeping & close

Vendor invoices, customer payments, payroll entries, and bank and card activity recorded as they happen — not just when paid.

Multi-account reconciliation

Banks, credit cards, Stripe, Wise, lines of credit, and trust accounts reconciled to statements every month, discrepancies resolved.

Management reporting

Monthly reports and dashboards on cash, AR, AP, revenue trends, and account activity — a defined deliverable, not an afterthought.

Money-movement workflows

Refunds, reversals, transfers, and reimbursements tracked, documented, and reconciled across every payment platform.

CPA coordination

Schedules, reconciliations, and workpapers prepared so your outside CPA gets clean records for tax and audit, on time.

System & process improvement

Chart of accounts, classes, bank feeds, and rules tuned in Xero to cut manual entry and lift accuracy through better setup.

A Built-In Advantage

A team can separate duties — one hire can't.

The most common control gap in a growing business is one person recording, approving, and reconciling the same money. A single bookkeeper, by definition, holds every duty at once. Because we deliver as a team, recording, review, and reconciliation are split across different people by design — not a feature you have to ask for.

Duties separated by design
The person who records an entry is not the person who reconciles it.

Anomalies surfaced early
Duplicate payments, miscoded expenses, and unusual activity flagged in review.

Clear escalation path
Control concerns reported directly to management, documented and tracked.

Working session
We map your entities, accounts, and current close process to scope the right package.

Onboarding & access
Secure access to Xero, a documented chart of accounts, and a cleanup of open items.

First close
We run a full close on our calendar and deliver your first reporting package.

Steady state
A clean report pack on your desk by an agreed date — same date, every month.

See what your finance function looks like, delivered

Tell us about your entities, your accounts, and your close. We’ll show you the package that fits and what it would cover — no pitch deck, just a working conversation.