Monthly bookkeeping
Your books, closed on the 15th.Every month. Plain English.
We do your monthly close for about half what your current bookkeeper charges. You connect your bank and your accounting software. We send a clean P&L and a short note on what changed. That's it.
Currently onboarding small businesses in Washington and Oregon. Trades, retail, restaurants, professional services, and more.
How it works
Three steps. One quiet email a month.
- 01Connect
Link your bank and your QuickBooks (or Xero). Forward your receipts to a private inbox. Five minutes, once.
- 02We close
Each month we categorize transactions, match receipts, reconcile bank accounts, and tie everything up.
- 03You get a P&L
By the 15th: P&L, balance sheet, and a short note on what changed and what to watch.
Pricing
Fixed price. No surprises.
Pick the tier that fits this month. Move up or down any time. No long contracts — cancel and we hand the books back to you clean.
- ·1 bank account
- ·1 sales channel
- ·Monthly close + P&L
- ·2 bank accounts
- ·2 sales channels
- ·Monthly close + AR aging + cash-flow
- ·Multi-entity (2)
- ·Receipt capture pipeline
- ·Quarterly review call
Multi-entity, payroll integration, and sales-tax filing as add-ons. Industry-specific needs are quoted during onboarding.
Industries
Built for small business. Any small business.
The bookkeeping fundamentals are the same everywhere — categorize, reconcile, close. We tune the chart of accounts and the tax calendar to your industry, then run the same disciplined monthly close.
Consultants, agencies, law firms, design studios.
HVAC, electrical, plumbing, landscaping, contractors.
Shopify, Square, and Stripe sales reconciled to QBO.
POS sales, tips, vendor bills, and food-cost tracking.
Job costing, draws, and multi-property books.
Practice billing, payroll, and vendor management.
About
A modern bookkeeping firm.
Steward closes the books for small businesses every month. We connect to your accounting software, your bank, and your sales platforms with read-only access, then handle the categorization, reconciliation, and receipt capture that used to consume a bookkeeper's week.
By the 15th, you get a clean P&L, a balance sheet, and a short summary of what changed and what to watch. Every closed period is reviewed by a real person before it goes out.
We serve small operators across trades, retail, restaurants, professional services, and more. The shared thread: businesses that want their books done right without paying $1,500 a month for hand-keyed work.
Want a quote?
Tell us a little about your business. We'll send pricing in 24 hours. No call required unless you want one.