Bookkeeping Solutions for Every Chapter of Your Business.
We handle your monthly bookkeeping, reconcile every account, and close your books on time so your financials are always clean and current for one low monthly fee.
Our Bookkeeping Services Keep Things Simple and Help Close the Gap Between Information and Understanding.
From onboarding to monthly reporting and beyond, we keep you informed every step of the way.
#1
Easy
Onboarding
We start with a straight-forward onboarding process using our secure client portal to get you up and running as smoothly and as quickly as possible. We are constantly adding new features and upgrades to better serve you.
#2
Monthly
Bookkeeping
We provide exceptional monthly bookkeeping services at one low monthly rate.
#3
A La Carte
Add Ons
We offer “a la carte” add on services as you grow versus asking you to purchase a more expensive package with services you don’t need.
#4
Additional
Project Services
We also offer additional recurring or one-time project services in case you are behind, have messy books, need a new system, or want to finally get that budget done.
Monthly Bookkeeping
Our comprehensive monthly services give you clean, concise, up-to-date financials and the insights you need to run and grow your business.
- Entering your monthly business transactions including A/R, A/P, payroll, fixed assets, and adjusting entries.
- Reconciling all bank, credit card, and loan accounts.
- Performing a month-end close to get your books ready for the following month.
- Preparing your “Monthly Financial Story Report” containing a one-page overview followed by pages of easy-to-understand narration, analysis, comparisons, explanations, trends, visual aids, KPIs, etc.
- Preparing standard financial statements, trial balance, and supporting schedules to keep your CPA / tax preparer happy.
- Exchanging data securely with your CPA / tax preparer at year-end.
A La Carte Add Ons
Only pay for what you need as you grow.
Additional Project Services
Need extra help? We’re here for you.
- Get caught up on past bookkeeping.
- Clean up messy books.
- Implement a new accounting system.
- Put together a budget you keep putting off.
A Team That Cares
Our team of accountants is accessible, love what they do, love our clients, and love being a part of your story each month.
Affordable
Our monthly fee is affordable with no contracts and no hidden fees.
Trusted Partnership
We are confident you will find great value in our services.
Clarity & Confidence
You get reliable bookkeeping services and numbers each month that bring clarity and confidence to write the next chapter of your business.
Focused on Your Story
So you can spend more time running and growing the business you love.
Let Us Help You Write Your Next Chapter
Ready to Tell Your Story?
Your numbers already have a story to tell. Let's make sure you understand it.
Contact us today to learn how Storybook Bookkeeping
can support your business and help you move forward with confidence.