Monthly bookkeeping
Categorized transactions, reconciled accounts and a P&L in your inbox by the 10th.
Serving Boise since 2011
Your books, closed by the 10th, every month
Flat monthly fee, payroll filed on time, and a person who answers when you call. No hourly meter running while you ask a question.
14 yrsin business
190clients on retainer
by the 10thmonthly close
Flat feeno hourly billing
What we handle
Everything between the sale and the tax return
Pick one service or the whole stack, priced monthly.
Payroll processing
Direct deposit, federal and Idaho filings, W2s and 1099s at year end.
Quarterly tax estimates
We calculate what to send in so April is not a surprise, with vouchers ready to pay.
Sales tax filing
Multi state nexus tracking and filing for shops selling online and in person.
Cleanup and catch up
For books that are six months or three years behind, priced after a free file review.
Fractional controller
Cash flow forecasting, pricing review and a monthly call for businesses past $2M.
Who we are
We only take on businesses under 50 employees
Dana Halstead left a regional firm in 2011 because small clients were always last in the queue. Today we are seven people serving about 190 businesses, none larger than fifty employees. That focus means we already know what a food truck, a framing contractor and a two chair salon each need at tax time.
•One assigned bookkeeper you can name and email directly
•Flat monthly price agreed up front, revisited once a year
•We work in QuickBooks, Xero and Wave, whatever you already use
Reviews
Why clients stay
“I was 14 months behind and terrified to call anyone. They quoted the cleanup flat, finished it in five weeks, and never once made me feel stupid.”
Ray K., Landscaping contractor
“Having the P&L by the 10th changed how I buy inventory. I stopped guessing.”
Michelle A., Retail shop owner, Meridian
“Payroll has been filed on time for four years. That is the whole review.”
Tomas E., Eleven employee auto shop
FAQ
Common questions
How is flat fee pricing set?
We look at transaction volume, number of bank and card accounts, payroll headcount and whether you carry inventory. That gives a monthly number we hold for twelve months. If your volume jumps, we tell you before the price changes.
My books are years behind. Is that a problem?
It is the most common way clients arrive. We do a free file review, quote the cleanup as a fixed project, and work backward from the most recent year first so your next filing is safe. Most cleanups run four to eight weeks.
Do you file my business tax return too?
We prepare and file returns for S corps, partnerships and sole proprietors we already do bookkeeping for. We do not take return only clients, because we cannot stand behind numbers we did not keep.
Can we switch mid year?
Yes. We pull your prior data, reconcile from the last clean month and pick up the current month. Switching in the first three quarters is straightforward. December switches usually wait until January.
Contact
Start with a free file review
Send us view only access or a recent P&L. We will tell you what shape the books are in and what we would charge, on one call.
Phone(700) 555-0100
Address417 W Bannock St, Suite 210, Boise, ID 83702, Boise, Idaho
HoursMon to Fri 8am to 5pm
AreaBoise, Meridian, Nampa, Eagle, Caldwell