Monthly bookkeeping is the right fit if:

• You're actively running a business with regular transactions coming in and out

• You want your books handled consistently, not just once a year at tax time

• You'd rather spend your time running your business than reconciling accounts

• You want a real person — not a call center, not a rotating team — who actually knows your business

No business is too small, and no question is too basic. Whether you're a solo operation or managing a small team, there's a plan built around your actual transaction volume, not just your business size.

Based in Orting and serving business owners throughout Pierce County — Sumner, Puyallup, Bonney Lake, Graham, Tacoma, and Auburn — with remote support available beyond that.  

Every monthly bookkeeping plan includes:

• Transaction categorization — every transaction sorted correctly, so your reports actually mean something

• Bank and credit card reconciliation — your books matched against your actual statements, every month

• Financial reporting — a Profit & Loss statement every month, with a Balance Sheet included on most plans

• QuickBooks Online or Zoho Books support — full setup if you're starting fresh, or working within what you already have

Add-on support is available if you need it: payroll processing, sales tax filing, and light accounts payable/receivable management.

Available as add-ons to any monthly bookkeeping plan:

Payroll Processing Ongoing payroll support added directly to your monthly plan — employees paid accurately and on time, without you having to manage a separate system yourself.

Sales Tax Filing For businesses with sales tax obligations, filing support to keep you current with your state's requirements — no missed deadlines, no scrambling to figure out what's owed.

Accounts Payable/Receivable Management Light AP/AR support for businesses that need help staying on top of what's owed and what's due, keeping cash flow visible rather than guessed at.

These are add-ons to an existing monthly bookkeeping engagement, not standalone services — a free discovery call is the best way to figure out which of these, if any, make sense for your business.

Monthly plans start at $300/month, scaling with your transaction volume and complexity. Catch-up or cleanup work, if your books have fallen behind, is always quoted and billed separately from your ongoing rate — never bundled in without you knowing.

The most accurate way to get a number for your specific business is a free discovery call.

1. Free Discovery Call — a 20-minute, no-pressure conversation about your business and what you're looking for

2. Engagement Letter — based on what we cover in the call, you'll receive a written agreement outlining scope, pricing, and terms

3. Invoice & Onboarding — once signed, you'll receive an invoice for your first month, and a short onboarding packet walking through exactly what happens next

4. Your First Close — your first month is fully categorized and reconciled, with your first report delivered within 30 days

From there, it's simple: consistent monthly reports, a direct line to ask questions, and books you can actually trust.