Catch-up cleanup
Behind by a few months — or a few years? We’ll reconcile the backlog and get you current.
Services & flat-fee pricing
Most months, you’ll barely hear from us.
That’s rather the point. Below is everything we look after for small service businesses on the Peninsula — each line priced plainly, each month quietly squared away before you’d think to ask.
Caring for studios, trades, and clinics across Redwood City.
01
The monthly engagements.
Three steady rhythms, each a flat fee agreed on our first call. Pick the one that fits where your business is now — moving up a tier later is a five-minute conversation, nothing more.
01
Steady Books
For solo owners and small teams who just want the ledger kept clean and the month closed on time, every time.
- Monthly reconciliation of up to 2 bank or card accounts
- Every transaction categorized & the ledger tied out
- Profit & loss and balance sheet delivered by the 10th
- Open items gathered into one short monthly note
$385/mo
Start here
02
Most chosen
Books & Payroll
For businesses with staff on the books — the ledger kept clean and payroll run on the dot, with the filings handled so the agencies stay satisfied.
- Everything in Steady Books
- Scheduled payroll runs for up to 8 people
- Direct deposit & quarterly payroll tax filings
- New-hire onboarding and W-2 / 1099 prep at year-end
$640/mo
Choose this
03
Full Quarter Care
For owners who want a steadier hand on the numbers through the year — a quarterly review and a clean, worry-free handoff when tax time comes.
- Everything in Books & Payroll
- Quarterly financial reporting with a 45-minute review call
- Estimated-tax preparation each quarter
- Year-end file packaged and handed straight to your CPA
$980/mo
Choose this
Larger teams, more accounts, or multi-entity books? We’ll put together a fitted quote on our first call — no obligation, and we’ll tell you honestly if a simpler tier would do.
02
How a month moves through the office.
You keep sending us business the usual way. Behind the scenes, the same quiet routine runs every month so your package lands when you expect it.
01
Feeds come in
Bank and card feeds, receipts, and payroll details flow to us on their own — no chasing, no monthly homework on your end.
02
We reconcile
Every line matched and categorized, questions grouped into a single short note rather than a trickle of emails through the week.
03
Payroll runs
Scheduled runs go out on time, direct deposits land, and the quarterly filings are prepared and submitted for you.
04
Your package lands
By the 10th: a reconciled ledger, P&L, balance sheet, payroll summary, and a plain-language note on what to watch next.
03
$95/mo of history
$75/filing
$18/contractor
$340 one-time
$265 one-time
$35/account/mo
One-off work, à la carte.
Need something outside the monthly rhythm? These sit alongside any engagement — or stand on their own if a tidy-up is all you’re after right now.
Sales-tax filing
California sales & use tax prepared and filed on schedule, so nothing slips past a deadline.
1099 preparation
Contractor 1099-NEC forms gathered, prepared, and e-filed at year-end.
New-entity setup
Chart of accounts built, bank feeds connected, and opening balances squared from day one.
CPA year-end handoff
A clean, reviewed file assembled and delivered straight to your tax preparer.
Additional accounts
More than two bank or card accounts to reconcile each month? Simply add them on.
04
Before you ask.
The questions we hear most, answered plainly. Still wondering something? Call us at (650) 722-8634 — we’re happy to talk it through.
Which software do you work in?
Most of our clients are on QuickBooks Online or Xero, and we’re glad to work in either. If you’re starting fresh, we’ll set you up on whichever suits your business best — and we’ll say so honestly rather than nudge you toward extra software you don’t need.
Do you file my income taxes?
We handle payroll and sales-tax filings and prepare quarterly estimates, but your annual income-tax return is filed by your CPA. We make that step easy — the year-end handoff package gives them a clean, reviewed file so the return is quicker and often cheaper. No CPA yet? We’ll point you to a few we trust nearby.
How much of my time will this take?
After a short setup, almost none. Feeds flow to us automatically, and anything we can’t categorize ourselves comes to you as one brief note each month — usually answered in a few minutes over coffee. That’s the whole idea.
What if my books are a mess right now?
That’s more common than you’d think, and no cause for embarrassment. We start with a catch-up cleanup at $95 per month of history, get you fully current, then roll into the monthly rhythm. You’ll know the total before we begin.
Is there a contract or lock-in?
No long lock-in. We work month to month on a flat fee, and you can pause or stop with 30 days’ notice. We’d rather keep your business by doing the work well than by holding you to a contract.
Do you work with businesses outside Redwood City?
We’re based at 571 Macarthur Ave in Redwood City and look after small service businesses across the Peninsula. The work happens securely online, so you don’t need to be around the corner — though we’re always glad to see you in person over coffee.
05
Tell us where your books are — we’ll take it from there.
Send a line about your business and we’ll reply within one business day to set up a short, no-pressure call. Evenings by appointment if the day gets away from you.