Coming Soon
Bookkeeping
Standalone bookkeeping is being repositioned as a future membership add-on. For now, we'll capture your interest and notify you when it launches.
What it is
Bookkeeping is the work of recording transactions, reconciling accounts, and producing the financial statements your business runs on. It's the layer beneath Advisory — and they're not the same thing.
We're rebuilding our bookkeeping offering to integrate cleanly with the membership platform. In the meantime, we'll take your contact info and reach out when the new structure launches — likely later in 2026.
Who it's for
- Small businesses without an in-house bookkeeper
- Owners drowning in QuickBooks who want monthly clean books
- Businesses preparing for sale, audit, or a financing event
- Operators who want their CPA team to have current numbers, not stale ones
What's included
- Monthly bank, credit card, and loan reconciliations
- Transaction categorization to a consistent chart of accounts
- Month-end financial statements (P&L, Balance Sheet, Cash Flow)
- Sales tax compliance support (where applicable)
- Coordination with your tax preparation and Advisory work
Engagement note
Bookkeeping is the work of producing the financials. Advisory is the work of reviewing and planning around them. These are separate engagements — Advisory does not include posting entries, reconciling accounts, or correcting books.
How pricing works
Pricing is being finalized. Bookkeeping will be available as a membership add-on, integrated with TaxDome and connected to your Advisory engagement. Share your contact and we'll reach out at launch.