You handle your business.
We’ll handle your books.
You’re running a business that’s growing. But the numbers? They’re starting to feel like a second full-time job. You want clarity, not confusion. Reliable reports, not a pile of receipts. And you’d rather not spend another weekend wondering if your accounts are up to date.
That’s where we come in.
Month End Accounting
Our Month End Accounting service gives you peace of mind, knowing your financials are accurate, organized, and ready to support your next move.
What's Included
Secure access to your bank, credit card, and accounting platforms
Recording of bank & credit card activity
Monthly account reconciliations
Tailored monthly financial reporting package
Summary email with call-outs and
meaningful insights
Ongoing communication with your tax accountant (we love working with them!)
Clear Q&A process for categorization questions
Your Benefits
Stay on top of your business finances without doing it yourself
See how your business is really performing
each month
Catch trends early and make smarter decisions
Be tax-time ready, without the
last-
minute scramble
Best for:
Small business owners and sole proprietors who want clear, accurate monthly financials, without needing full-time support.
Kind Words
“After having my baby, I was overwhelmed trying to keep up with my business finances. Hiring Samantha was the best decision I made—she took over my bookkeeping and month-end accounting seamlessly with extremely little effort on my end to set things up. As a fellow female entrepreneur, she understood exactly what I needed and took so much pressure off my plate during postpartum.
My numbers are now clean, organized, and always on time!”
Felicia Devine
Frequently Asked Questions
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How does pricing work?All recurring services have set monthly prices for the year. Project-based services will be charged per project which is determined at the beginning of the engagement. You won’t be charged surprise hourly fees because guess what, we don’t track our hours like typical firms!
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What are the payment terms?Recurring services are set up as auto ACH for the 1st of the month at the beginning of your engagement. Project-based services require a deposit and will be billed in milestones or upon completion.
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When will my account be worked on?At the beginning of your engagement, a set schedule will be set up for weekly or biweekly services so you know when to provide and receive communication. Monthly accounts will be worked on in the weeks following the end of the month.
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Do you prepare tax returns?We do not prepare tax returns, however, we will manage the tax return process for you and either use a partner firm to prepare your returns or work with your existing tax accountant to make the process as seamless as possible.
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Do you run payroll?We do not run payroll however, we have multiple payroll/HR support contacts that can run payroll for you or we can help you set it up to run yourself.
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What accounting software do you use?We use Quickbooks Online for all clients. We can migrate your system over or do a fresh setup for you. We can also access other CRM/project management-based software that integrates with QBO.
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What geographical locations do you service?While we are based on the East Coast, we will service businesses anywhere in the United States!
Below are some of our most frequently asked questions. Do you still have a question? Reach out and ask!