Transactions, categorized
Income and expenses sorted into clear, consistent accounts.
Monthly bookkeeping, made lighter
Books in order.
Room to grow.
Reliable monthly bookkeeping for growing U.S. small businesses. We keep the details moving, so you can make your next move with a clearer view.
One steady monthly close, with a real person to talk to.
Sample monthly snapshot
September close
Income$48,290 Illustrative example
Expenses$31,620Sorted by category
Net income$16,670
LAST 6 MONTHSAPRMAYJUNJULAUGSEP
Accounts reconciledBank + credit cards
ReadyClearer numbers.
A little more breathing room.
A little more breathing room.
Made for the people behind the business
Remote, across the U.S.
A fixed monthly plan
Reports and a brief check-in
The essentials, handledClose the month
Close the month
with confidence.
Good bookkeeping should give you a useful picture of the business, without another process for you to manage.
Let’s find the right fit↗
Accounts, reconciled
Bank and credit card balances checked against your records.
Reports, ready to use
Monthly financial reports that help make the numbers easier to follow.
A quick check-in
A brief monthly conversation for questions, context, and what comes next.
A repeatable routineSame calm rhythm.
Same calm rhythm.
Every month.
We set up a simple flow for sharing documents and getting questions answered. Then the close gets easier to count on.
Share
Send over statements and receipts through a straightforward document workflow.
Organize
Transactions are categorized and your accounts are reconciled.
Review
Your monthly reports are prepared and reviewed for a clear close.
Reconnect
We check in, talk through questions, and keep the next month moving.
Clear books are a practice, not a scramble.
Small business, thoughtfully supportedYour work is unique.
Your work is unique.
Your books can still be clear.
From client work to a busy shop floor, every business has its own moving parts. We’ll learn how yours runs and confirm the scope before we begin.
Simple to understandClear scope.
Clear scope.
Fixed monthly fee.
Your plan is shaped around transaction volume, accounts, and the reporting you need. Here are typical guide ranges; we’ll confirm a fixed quote before work begins.
$400–$600/ month
For a simpler setup with fewer than about 100 monthly transactions.
A clear first step$800–$1,200/ month
For a growing business with around 100–300 monthly transactions.
Steady, complete monthly support$1,500–$2,500/ month
For multiple accounts, inventory, or more than one entity.
More moving parts, clearly scopedMonthly support includes transaction categorization, bank and credit card account reconciliation, monthly financial reports, and a check-in. The right guide range depends on transaction volume and complexity.
Ask about monthly bookkeepingCleanup project · One-timeBring overdue books up to date.
A typical proposed scope is to review the agreed historical period, reconcile included accounts, categorize transactions, and prepare updated financial reports. We confirm the records and months involved before work begins. Payroll support, invoicing, bill pay, or sales tax prep can be discussed as add-ons when appropriate.
Project pricingCustom fixed quote
Ask about cleanupQuoted after reviewing months behind, accounts, and record condition.
Guide ranges only. Your fixed monthly fee depends on the size and complexity of your books; catch-up work is scoped separately.
A few good questionsGood to know
Good to know
before we begin.
Not sure what your books need? A short conversation is a good place to start.
What if my books are already behind?+
We can talk through a separate, paid cleanup project to bring overdue records up to date before monthly bookkeeping begins.
How is the monthly fee decided?+
We look at transaction volume, accounts, and the work your business needs. You’ll have a clearly scoped fixed monthly fee before we start.
Can you work with my tax preparer?+
Yes. Monthly reports and organized records make it easier to share your books with your tax professional.
Can payroll support be included?+
Payroll support and other add-on services can be discussed when they fit your business and the scope of work.
Your next month can feel differentLet’s make room
Let’s make room
for the work ahead.
Tell us a little about your business—no account is needed. We’ll start with a conversation about what your books need.
Start a conversation tallywren-books@polsia.app