What services do you provide?
We provide monthly bookkeeping, account reconciliations, monthly financial reporting and analysis, and year-end CPA support. Additional services include cash flow analysis, reviews of management-prepared budgets and forecasts, profitability analysis, and financial controls reviews.
What types of businesses do you work with?
We work with small businesses that want dependable financial records, understandable reports, and personalized support. We begin with a conversation about your business to determine whether our services are a good fit.
Do I need to be located near you?
No. Based in Westford, MA and Scituate, MA, we serve businesses throughout Massachusetts and New England, with remote services available nationwide.
How does monthly bookkeeping work?
We use bank and credit card transaction feeds where available, review and categorize activity, reconcile accounts to statements, and follow up on questions. You provide supporting documents and business context so we can maintain accurate records.
What financial reports will I receive?
A typical monthly package includes a profit and loss statement and balance sheet, with comparisons to prior periods. An expanded reporting package can include key metrics, cash flow analysis, and written observations explaining significant trends and variances. We agree on the reports you will receive before work begins.
Can you help if my books are behind?
Yes. We can assess your records and propose a catch-up or cleanup project before beginning ongoing monthly services. The scope and fee are agreed upon in advance.
How much do your services cost?
Monthly bookkeeping starts at $250 a month for up to 50 transactions, with most small businesses in the $250–$700 range depending on transaction volume, number of accounts, and reporting needs. Vacation rental bookkeeping starts at $125 a month for a single property. You can see the full packages on the Pricing page.
We will agree on the scope of your services and monthly fee with you before work begins, so there are no surprises. Cleanup projects and additional services are quoted separately.
WHAT DO YOU NEED TO PREPARE A PROPOSAL?
We start with a brief discussion about your business, accounting software, bank and credit card accounts, and reporting needs. We may request recent statements and financial reports to assess transaction volume and complexity.
Will you work with my CPA or tax preparer?
Yes. We provide organized financial records and coordinate with your tax professional on questions and year-end adjustments. Tax return preparation is handled by your tax professional.
Are depreciation and prepaid expense schedules included?
We determine those needs when setting the scope of your engagement. Maintaining prepaid expense schedules, fixed asset records, or other supporting schedules can be included where appropriate. Tax depreciation calculations are coordinated with your tax professional.
Can you help me understand my financial results?
Yes. We provide financial performance reports, cash flow and profitability analyses, and written findings from budget or financial controls reviews. Budget reviews evaluate plans prepared by management. Forecasting is available as a separately scoped service using management-provided assumptions.
How do I get started?
Schedule a complimentary introductory consultation. We will discuss your current bookkeeping, the information you need, and the level of support that fits your business.
Ready for clearer financial information?
Tell us about your business and the support you need.