From messy books to a monthly close.
You fill in one short form and share access: read-only for your bank, cards and marketplaces, and a standard user seat in QuickBooks Online or Xero. We review your books for free and send a written quote before you commit. Then we bring any missing months current and close your books every month, with a named bookkeeper and a named reviewer.
Free review · written quote first · no commitment · read-only bank access
Onboarding Demo Outdoor Co.
- Store details sentAmazon, Shopify, eBay · QuickBooks Online✓
- Free books reviewWritten summary sent✓
- Written quotePlan and price agreed✓
- OnboardingAccess connected✓
- Catch-upMissing months reconciled✓
- Monthly closeSeptember closed✓
Monthly reports sent
ILLUSTRATIVE — DEMO STORE, NOT A CLIENT
Five steps to your first close.
Each step ends with something in writing, so you always know where you stand and what comes next.
- 01
Tell us about your store
One short form on our free books review page: your channels, monthly orders, software and how far behind you are. No access needed yet.
- 02
Free books review
Send the access invitations. We check what's reconciled, what's missing and how inventory is handled, and send you the findings in writing, free.
- 03
Written quote
Your plan and monthly price, taken from our published pricing, plus any catch-up. You see the full cost in writing before you commit to anything.
- 04
Onboarding
You send the invitations. We connect read-only bank and marketplace access, take a standard user seat in your QuickBooks Online or Xero file, set up your channels with A2X or Link My Books, and introduce your named bookkeeper.
- 05
Catch-up, if you need it
Months behind? We bring the missing months current and match every payout, priced per month behind, so your first monthly close starts from clean numbers.
About catch-up bookkeeping →
The same disciplined close, every month.
A fixed sequence, checked by a named reviewer, so you get finished numbers you can act on — not just entered transactions.
Collect & reconcile
Payouts, fees, refunds and bank activity matched for every channel.
Inventory & COGS
Growth, Scale or the Starter add-on: stock movements and landed cost updated.
Review
A second check by your named reviewer before anything is sent.
Delivered
Reports in your inbox, with a short summary of what changed.
What lands in your inbox.
Finished books and the reports you need to price, reorder and plan with confidence.
- Profit & loss by channel MONTHLY
- Balance sheet MONTHLY
- Cash-flow statement · Growth and Scale MONTHLY
- Payout & fee reconciliation MONTHLY
- Year-end package for your tax preparer ANNUAL
Profit & Loss — September
| Amazon sales | 38,420.00 |
|---|---|
| Shopify sales | 21,760.00 |
| eBay sales | 4,310.00 |
| Net sales | 64,490.00 |
| Cost of goods sold | (23,190.40) |
| Marketplace fees | (9,874.15) |
| Gross profit | 31,425.45 |
SAMPLE · ILLUSTRATIVE FIGURES · NOT A CLIENT
What we need from you to start.
Four things, each shared as an invitation you control: read-only for banks, cards and marketplaces, and a standard user seat in QuickBooks Online or Xero. You can remove access at any time from your own accounts.
- Your sales channelsAn invitation to each marketplace and store: Amazon, Shopify, eBay, Etsy, Walmart or TikTok Shop.
- Bank and card feedsEvery business account and card, connected read-only through your accounting software.
- Your accounting softwareAn invitation to QuickBooks Online or Xero, plus A2X or Link My Books if you already use them.
- Inventory and supplier recordsSupplier invoices, freight and duty bills, and your latest stock count or inventory report.
Access you control.
Questions about getting started
How long does it take to get started?
The free books review comes back in 3 business days. Once you accept the quote, we send your access invitations, and your first monthly close follows on the normal schedule, by day 15.
Do I have to change my accounting software?
We work in QuickBooks Online or Xero, with A2X or Link My Books. Your quote says exactly what your setup needs.
What if I'm months behind?
Catch-up comes first. We bring the missing months current, priced per month behind, then your first close picks up from the last month we reconciled. See catch-up bookkeeping.
What do I need to do each month?
Keep the connections live and answer our questions when we send them. We reply within 24 hours on business days.
Who will I work with?
A named bookkeeper prepares your books and a named reviewer checks every close before it reaches you. Meet them on the about page.
Is there a contract?
Your written quote sets out the term and notice period before you sign anything.
See where your books stand — free.
Get a written review of every channel: what's reconciled, what's missing, and the exact price to fix it. No card, no commitment.
Get my free books review