Ongoing bookkeeping
Transactions categorized correctly every month, with receipts and bills attached where they belong.
SERVICES / ACCOUNTING & BOOKKEEPING
Monthly bookkeeping you can rely on.
Books closed every month, reconciled and reviewed, with financial statements you can actually use. For owner-operated businesses in Rhode Island and Southeastern Massachusetts.
Request a Business Financial Review
WHAT'S INCLUDED
Current books, every month.
You shouldn't have to wait until tax season to find out how the year went. We keep the books current and close each month, so the numbers are ready when you need them.
Every client has a dedicated accountant doing the monthly work, with Jeff Bibby, CPA overseeing the relationship.
QuickBooks OnlineXeroMonthly closeCleanup & catch-up
HOW WE HELP
Accounting services.
Scoped to what your business needs, with a fixed monthly fee.
Reconciliations
Bank, credit card and loan accounts reconciled monthly, so balances are real.
AP, AR and month-end close
Bills, invoices and accruals handled, and the month closed on a schedule.
Financial statements
A profit and loss statement and balance sheet each month, plus a conversation about what they mean.
Cleanup and catch-up
Behind by months or years? We get the file current and reliable before ongoing work starts.
QuickBooks and Xero support
Setup, chart of accounts, bank feeds and routines that keep the file clean.
COMMON QUESTIONS
Answers before we get started.
Every situation is different. These are the questions owners ask us most.
How is outsourced accounting different from bookkeeping?
Bookkeeping records transactions. Outsourced accounting covers more of the process: reconciliations, month-end close, financial statements, QuickBooks management, tax coordination and helping you read the numbers.
Can you clean up QuickBooks if my books are behind?
Yes. We can catch up and reorganize QuickBooks when transactions, accounts or reconciliations aren't reliable, then keep it clean going forward.
What does monthly accounting cost?
It depends on the size of the business, the condition of the books and how much support you need. We set the scope and a fixed monthly fee after reviewing your current setup.
Do you work in QuickBooks Online and Xero?
Yes, both. Most of our clients are on QuickBooks Online.
NEXT STEP
Ready to make the financial side easier?
Tell us where things stand and what you want fixed. We'll start with a short fit conversation, then a review of your books before anyone quotes a price.