Your books, handled. A person in your corner.
Get a named bookkeeper to handle your monthly books, reconcile accounts and help with questions. We work in QuickBooks, Xero, Sage or your existing software, with reviewed books at month-end.
Share your needs. Agree the scope and price before you start.
- Price agreed before we start
- No bank connection required
- Behind on your books? We catch you up first
the next step
Common reasons to start
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“My books are months behind.”
We assess the missing periods and agree records, price and timeline upfront.
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“The numbers don’t add up.”
We fix reconciliation issues and inconsistent categories so they stop rolling into next month.
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“I need reliable monthly books.”
A reviewed monthly process, with agreed reports on revenue, expenses and where you stand.
How a month works
- 01
You send your statements.
Bank, card and supporting documents. Manual upload works. No mandatory bank connection.
- 02
Your bookkeeper organizes the numbers.
Your bookkeeper categorizes transactions and reconciles your agreed accounts in your accounting software.
- 03
You get help with the unclear items.
Your bookkeeper asks the right questions and works through unclear transactions with you before finalization.
- 04
You get reviewed books.
Finalized books and the month-end reports you agreed. Turnaround is set in your engagement, after complete records and answers are in.
Why a person reviews your books
What was the $1,440 card purchase for?
Your bank statement shows the amount and the date. Your bookkeeper talks it through with you before the month is finalized, so the purchase is recorded in the right account.
Example question. Hypothetical figure.
What we do
Software
We work in QuickBooks, Xero and Sage.
Your own account. We work inside your existing account. If you use another system, we check the workflow with you before we start.
Starting without software. We help you choose a suitable system and set it up. Subscription and setup costs are stated in your proposal.
No bank connection required. You can upload statements and documents by hand.
Who we work with
Small
For owners doing the books alongside everything else. Get a monthly process, catch up overdue records and understand your reports.
Midsize
For growing teams with more accounts and transactions. Agree reporting, reviewer responsibilities and a dependable month-end.
Enterprise
Support for your finance team in your existing software. Volume, entities, reporting and access are assessed before scope is agreed.
Your monthly fee reflects the work your business needs. Service limits and any additional fees are in writing before onboarding.
- Monthly work
- Accounts, transaction volume, accounting basis and agreed reports.
- Extra costs
- Software subscriptions, setup, and work outside your monthly limits.
- Delivery
- Your monthly schedule, required records and how questions are handled.
- Historical work
- Catch-up and cleanup get their own scope, price and timeline.
FAQ
Scope, software, review and delivery, answered before you commit to anything.
Get a quote for your booksWho handles my books and helps with questions?
A named bookkeeper is your point of contact. They handle your monthly bookkeeping, work through unclear transactions with you and make sure your books are reviewed before finalization. Technology supports their work; the person responsible for your books stays involved throughout the process.
Can you support small, midsize and enterprise businesses?
We scope bookkeeping support for small, midsize and enterprise businesses. Transaction volume, entities, accounting software, reporting needs and access requirements are assessed before an engagement is agreed. Enterprise consolidation and specialist accounting work require explicit scope confirmation.
Which month-end reports will I receive?
Your engagement specifies the reports, accounts and accounting basis. A typical discussion covers a profit and loss statement and balance sheet, plus any additional reporting your business requires. We confirm what is included before work starts.
Do I need to connect my bank account?
No. You can manually upload statements and documents. A bank connection is not mandatory for the proposed service.
Can you work in my existing accounting software?
Yes. We work in your QuickBooks, Xero or Sage account, or assess the workflow in another accounting system before agreeing the engagement. If you do not have software, we can help arrange and set up a suitable system.
Is this daily or monthly bookkeeping?
The service focuses on month-end bookkeeping and reporting. Your agreement defines the monthly delivery schedule, the required records and how outstanding client questions affect finalization.
Do you offer accrual bookkeeping?
Yes. Accrual bookkeeping is available. We agree which adjustments and supporting schedules are included in your scope before work begins.
What if my books are months behind?
We can assess your historical records and propose catch-up or cleanup work. These projects have separately agreed scope, fees and timelines.
Are tax filing and payroll included?
The core offer is bookkeeping. Tax filing, payroll processing and other services are not included unless separately agreed. Monthly reports can support a handoff to your tax professional.
How are pricing and security requirements agreed?
Your proposal sets the service limits, additional fees, software costs and delivery terms. Before onboarding, request the documented security controls and available supporting assurance for the tools and workflow involved.
Let’s get your books sorted
Bookkeeping Needs Form
Tell us where your books stand. We’ll review your needs and discuss the scope, pricing and next step.
- A person reviews your request.
- Scope and price agreed before work starts.
- Your existing accounting software is welcome.
Prefer email? karan@myleadsfactory.com