Bookkeeping Services

Monthly Bookkeeping

Your business runs on data. We keep every transaction clean, categorized, and reconciled so you always know where your business stands.

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Essential Plan Perks

Starting at $299/mo

Ideal for tracking a small brand.

  • Bank & credit card reconciliation
  • Monthly bookkeeping
  • Basic financial reports (Profit & Loss, Cash Flow)
  • Email support

What you get

Everything you need, handled with precision.

Bank & Credit Card Reconciliation

We match every cent leaving your accounts against your statements to ensure zero discrepancies.

Expense Categorization

Transactions are accurately coded to maximize your tax deductions and provide clear spending visibility.

Historical Clean-up

Months (or years) behind? We offer dedicated catch-up services to untangle messy historical data.

Monthly Financial Statements

Clear, easy-to-read Profit & Loss and Balance Sheet reports delivered directly to your inbox.

How it works

A seamless integration process built for your success.

01

Software and data sync

We connect your accounting tools like QuickBooks or Xero, then sync bank accounts, credit cards, Stripe and expense receipts automatically.

02

Categorization and reconciliation

We accurately code every transaction, reconcile sales and expenses, and close your books with clean month-end detail.

03

Review and report

We deliver Profit & Loss and Balance Sheet reports with insights into cash flow, margins, and common bookkeeping issues.

04

Ongoing cleanup

We keep your books audit-ready and consult on improvements to make future tax filings easier and less expensive.

Satic Solutions vs Others

Our Approach Typical Providers
Monthly bank and credit card reconciliation with clean transaction categorization. Data entry only, with limited review and no reconciliation against statements.
Historical catch-up services to make your books tax-ready and audit-ready. Ongoing work starts from the current month only, leaving past periods unresolved.
Financial statements prepared every month so you know your profit, cash and liabilities. Quarterly or year-end summaries instead of consistent, actionable monthly reporting.
Tool integrations for QuickBooks, Xero, Hubdoc, Expensify, Stripe and Square. Manual CSV uploads or partial software support that creates friction and delays.

Frequently asked questions

Answers for the questions we hear most from founders and finance teams.

What is included in monthly bookkeeping?
Monthly bookkeeping includes managing daily data entry, categorization of expenses, bank and credit card reconciliations, and delivering precise monthly financial statements.
Can you help if I am months or years behind on my bookkeeping?
Yes, we offer dedicated historical catch-up services to untangle messy financial data and get your books entirely up to date and tax-ready.
Which tools do you support?
We support QuickBooks, Xero, Hubdoc, Expensify, Stripe, Square and other common small business accounting tools.
How often will I receive financial statements?
We deliver monthly Profit & Loss and Balance Sheet statements so you always have an accurate view of performance.
Can you prepare my books for tax season?
Yes. We keep your books audit-ready and aligned with your CPA’s requirements so year-end tax preparation is smoother and less expensive.

Ready to transform your books?

Free consultation

Join growing businesses that trust us with their remote accounting and strategic financial guidance.

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