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.
From $650 / month
10th of every month, 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.
Book a consultation
✓
Bank, card and loan reconciliations
✓
Accounts payable and receivable
✓
Payroll and sales tax filings
✓
A one-page monthly report
How a month runs
1
1st–3rd
Statements and receipts come in through the portal.
2
4th–8th
We reconcile and categorise, and ask about anything unclear.
3
10th
The month closes. Your report lands in the portal.
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
Books & payroll
Most chosen
$950
/ month
Monthly close plus payroll for up to 25 people.
Everything in Monthly close
Payroll and payroll tax filings
Sales tax filings
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.
★★★★★
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
Managing partner · takes most first consultations
Tell us about your business
A partner replies within one business day.
CPAs for owner-run businesses and the families behind them.
118 West 27th Street, New York
21 Church Street, Montclair