Clean Books. Max Savings.
Built for Your Budget.
We handle daily transactions, bank reconciliations, and monthly P&L reports so you never worry about tax time again.
Monthly P&L Overview
$84,320
Revenue
$96.2k
Expenses
$11.9k
Cashflow
+$4.1k
All Accounts Reconciled
March · On-time
Tax-Ready Books
CPA Handoff Prepared
500+
US Businesses Served
4.9/5
Google Rating
98%
Client Retention
$2M+
Deductions Recovered
Seamlessly Integrates With Your Favorite Tools
Everything Your Books Need, In One Place
Pick a service to see exactly what your dedicated bookkeeper handles each month.
Monthly Reconciliation
- Bank & credit card sync
- Discrepancy resolution
- Closing books by day 10
AP / AR Management
- Invoice & bill tracking
- Accounts payable/recv
- Late fee prevention
Financial P&L Reports
- Structured income statement
- Cash flow snapshot
- Monthly business review
Backlog Books Cleanup
- 6–24+ months behind
- Transactions re-categorized
- Monthly statements rebuilt
Audit-Ready Restructuring
- Accurate ledgers restored
- Compliant categorization
- CPA-ready file stack
Bank Statement Retrieval
- We pull & match statements
- Missing receipts located
- Seamless bank feed setup
Payroll & Gusto Sync
- Payroll processed on time
- Gusto payroll sync
- Payroll tax liability tracked
Year-End CPA Handoff
- Fully reconciled books
- Complete year-end package
- Seamless CPA collaboration
Tax Deduction Optimizer
- Every deduction captured
- Business expense audit
- Maximize your tax savings
Certified US Bookkeepers
QuickBooks ProAdvisors
Your Dedicated US-Based Bookkeeping Team
A real human expert knows your business by name — not a ticket queue. We pair every client with a dedicated bookkeeper who understands your industry, your software and your numbers.
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Dedicated Expert Assigned to Your Account
One consistent point of contact who knows your books inside and out.
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100% US Tax-Compliant
GAAP-aligned books that pass IRS & CPA scrutiny — every single time.
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24/7 Client Portal Access
View P&L reports, upload receipts and message your bookkeeper anytime.
Up and Running in 3 Simple Steps
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1
Connect Your Accounts
Securely link QuickBooks, Xero, bank feeds and payment processors — typically under 15 minutes.
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2
We Clean & Reconcile
Our team tags transactions, matches receipts and reconciles every account so your books are accurate.
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3
Get Monthly P&L Reports
Your books close by day 10 and your P&L hits the client portal automatically — tax ready, always.
Real-Time Sync Active
Find Your Plan in Seconds
Slide to your average monthly business expenses.
Your estimated monthly expenses
$50,000
Recommended plan
Growth
Estimated monthly pricing
$299/mo
Final pricing depends on transaction volume and industry. Starting at $199/mo.
Transparent Plans. No Surprises.
Cancel anytime. No long-term contracts, ever.
Starter
For lean, early-stage businesses
$199/mo
Choose Starter- Monthly bank reconciliation
- Core expense categorization
- Monthly P&L report
- Client portal access
- Email support
Growth
For growing teams & e-commerce
$399/mo
Choose Growth- Everything in Starter
- AP/AR management
- Payroll & Gusto sync
- Dedicated bookkeeper
- Cash flow & P&L reports
- Priority support
Custom / Catch-Up
Tailored cleanup & scaling
Custom
Get a Custom Quote- Backlog cleanup (6–24+ months)
- Audit-ready restructuring
- Multi-entity bookkeeping
- Tax season surge support
- Dedicated bookkeeping team
- Priority support
All plans include SOC 2 compliant security & bank-level encryption.
Trusted by 500+ US Businesses
Frequently Asked Questions
Everything you need to know before getting started.
Yes — our Catch-Up & Cleanup service handles backlogs of 6 to 24+ months. We retrieve your bank statements, restructure your ledgers and get you audit-ready, usually within 2–6 weeks depending on volume.
Absolutely. We operate on SOC 2 compliant infrastructure with bank-level 256-bit encryption and role-based access. You always own your data, and we never share it with third parties.
You grant read/write access to your dedicated bookkeeper through your own QuickBooks or Xero workspace. You remain the admin and can revoke access anytime — full control always stays with you.
No. We work month-to-month with no long-term lock-in. You can cancel anytime with 7 days' notice — no cancellation fees, no hard feelings.
Your books are closed within 10 business days of month-end. Your P&L report is then delivered automatically to your client portal, along with a cash flow snapshot.
Yes. We collaborate directly with your CPA and hand off a complete year-end package — reconciled books, schedules and documents — so their tax filing is smooth, accurate and on time.
Still have questions? hello@booksandbudget.com
Stop Stressing Over Unorganized Books. Get Tax-Ready Today.
Claim your free audit — we'll review your books and show you exactly what's missing. No commitment, no risk.
Free 30-minute bookkeeping audit
Personalized pricing from $199/mo
Response within one business day
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