Monthly Bookkeeping & Advisory

Books you can trust, every single month.

Reconciled, accurate, and easy to understand — so you always know where your business stands. Built for owners who are done chasing down their own numbers.

Every business runs on a ledger. Most owners can't read theirs.

Messy books don't just cost you time — they cost you clarity, tax planning, and confidence in your own numbers.

Without a Dedicated Bookkeeper

  • Transactions pile up, uncategorized for months
  • Statements you can't make sense of
  • Surprise tax bills with no time to plan
  • No one to ask when a number looks wrong

With Strategic Finance Bookkeeping

  • Reconciled books, updated on a set schedule
  • Reports explained in plain language
  • Coordinated tax prep — no year-end scramble
  • A dedicated bookkeeper who knows your business

Bookkeeping built around how your business actually runs.

No bundled fluff — just the core work that keeps your books accurate and your tax season predictable.

01

Monthly Bookkeeping

Your transactions categorized, coded, and closed out every month — not whenever someone gets around to it.

02

Reconciliation

Bank and credit card accounts reconciled so your books match reality, down to the penny.

03

Tax Prep Coordination

Clean, organized financials handed off to your CPA — no scrambling, no missing documentation.

04

Cleanup Projects

Months (or years) behind? We'll untangle your books and get you to a current, accurate baseline.

We work inside the tools you already use

Xero QuickBooks

Three steps to books you don't have to think about.

1

Free Consultation

We look at where your books stand today and map out what monthly bookkeeping would look like for your business.

2

Onboarding & Cleanup

We get your accounts connected, reconciled, and caught up — so month one starts from a clean, accurate baseline.

3

Ongoing Bookkeeping

Every month, your books are categorized, reconciled, and reported on — with a real person you can ask questions.

Pricing that scales with your business.

Bookkeeping pricing is based on your monthly revenue and the complexity of your books — so you're never paying for more than you need.

Every plan includes monthly bookkeeping, reconciliation, and tax prep coordination — book a free consultation for your exact quote.

Common questions.

How is pricing determined?

Pricing starts at $595/month and is adjusted based on your monthly revenue, transaction volume, and the complexity of your books. Businesses earning less than $200K annually receive a discounted rate. You'll get an exact quote after a free consultation.

My books are behind — can you still help?

Yes. Cleanup projects are one of our core services — we'll get your books reconciled and caught up to a current, accurate baseline before moving to ongoing monthly bookkeeping.

Do you handle tax filing?

We coordinate closely with your CPA or tax preparer, handing off clean, reconciled financials so tax prep is fast and accurate. We do not file taxes directly.

What software do you work in?

We specialize in Xero and QuickBooks, and can work within whichever platform your business already uses.

Let's talk about your books.

Fill out the form below to book a free consultation — no pressure, no pitch.

Prefer email? Reach out at thebooks@foundingprincipals.com