Know where your money stands — every single month
Clean books are more than tidy spreadsheets. They're the thing that lets you make decisions with confidence, share numbers with your co-founder, and walk into any conversation without having to guess.
Books that actually reflect your business — not a template someone set up three years ago
When your books are properly structured from the start, something quietly shifts. You stop dreading the question "how are things going financially?" because you already know. You can answer it clearly, share the numbers, and move on.
That's what this service is built for — getting your financial records in the right shape early, maintaining them consistently, and giving you a monthly summary that's short enough to actually read.
Structured from day one
No more catching up later — your chart of accounts built right from the start.
Monthly upkeep included
Consistent monthly reconciliation so nothing falls behind.
Shareable summaries
A short monthly note you can pass to co-founders without explaining it first.
Ready when you grow
Structure that holds up when you need to add reporting layers later.
You're building something real — but the numbers have been on the back burner
You're six months in and the books are technically "there" — but they were set up quickly, they don't really match how your business is structured, and you're not entirely sure how to read them.
A co-founder or early advisor asks for a financial update. You know roughly what's happening, but producing something clear and tidy takes longer than it should — and you're not confident it's correct.
The accounting software is connected but things aren't categorised consistently. You keep meaning to sort it out, but there's always something more pressing to deal with first.
At the back of your mind, there's a quiet worry that if someone really looked closely at the books — an investor, an advisor, a new hire — they might find it messier than it should be.
None of that reflects badly on you. Getting the product right, talking to customers, and managing the team all come first. But the longer the books stay in that state, the harder it is to course-correct — and the more it can quietly limit the conversations you're able to have.
We set your books up properly — and keep them that way
The Startup Bookkeeping & Foundations service starts with understanding your business model and entity structure. From there, we build out a chart of accounts that actually reflects how you operate — not a generic template — and we handle the ongoing monthly work from that point forward.
Each month, we reconcile your accounts, categorise transactions, and produce a short written summary. The summary is designed to be passed along — to a co-founder, an early advisor, or anyone else who needs to understand what's happening financially — without needing a walkthrough.
We work quietly in the background. You don't need to know what we're doing — you just get the output, and you can trust it's in order.
Entity and structure review
We start by understanding your business type, revenue model, and any specific financial categories that matter for your sector.
Chart of accounts setup
Built around how you actually operate, with categories that will make sense later when you need to discuss figures with others.
Monthly reconciliation and upkeep
All transactions reviewed, categorised, and reconciled each month. Handled consistently so nothing slips.
Monthly summary delivered
A short, readable note summarising the key figures — written to be shared, not filed away and forgotten.
Calm, consistent, and mostly in the background
We keep the working relationship light on your end. Onboarding takes a short call and a document handover. After that, the rhythm is simple and predictable.
A short onboarding call
We ask a few questions about your setup, explain what we'll need from you, and take it from there. No lengthy forms or complicated intake processes.
Consistent monthly rhythm
Each month we work through the books and deliver your summary. No chasing, no reminders from you — just a quiet, reliable process in the background.
A line you can use
If a question comes up between deliveries, you can reach us. We keep the communication simple and useful — no unnecessary back-and-forth.
Transparent pricing, no surprises
One monthly fee covers everything listed below. We don't add charges for extra questions or small adjustments — that's part of working together.
Startup Bookkeeping & Foundations
Ongoing monthly service
$240
per month
What's included
Initial entity and structure assessment
Custom chart of accounts setup
Monthly transaction categorisation
Bank and account reconciliation
Short monthly financial summary
Co-founder-shareable format
Email support for questions
Foundation that scales with you
A structured approach with a clear cadence
The foundations work follows a consistent methodology — one we've refined around the specific needs of early-stage teams. It's not complicated, but it is deliberate.
Onboarding and setup
We review your current setup, ask a few questions, and build out the structure. If there's historic data to tidy, we address that during this phase.
Reconciliation and summary
Each month, your accounts are reconciled, transactions categorised, and a clear summary produced. Delivered by the 10th of the following month.
Questions and adjustments
If something changes in your business, we adjust accordingly. New revenue streams, team changes, entity updates — we work them into the structure without disruption.
We'd rather get it right than keep you locked in
We don't ask for long-term contracts at the start. If the first month doesn't feel like a good fit, we can talk about that openly. We want to work with founders who find this genuinely useful — not hold anyone to something that isn't working.
No long-term lock-in
Month-to-month from the start. We earn your continued engagement through the quality of the work.
Free initial conversation
We're happy to talk through your situation before you decide anything. No obligation, just a conversation.
Smooth handover if needed
If you ever move on, we make it easy. Your records are yours, organised and transferable.
It starts with a short message
You don't need to prepare anything before reaching out. A few lines about where you are and what you're looking for is enough to begin. We'll take it from there.
Send us a note
Use the contact form — tell us what stage you're at, what tool you're using (if any), and what's prompting you to sort this out now.
We reply within a day
We'll confirm this service is the right fit and suggest a short call to walk through the onboarding process and what we'll need from you.
We start the setup
After a brief onboarding call, we get the structure in place. You'll receive your first monthly summary within four weeks of starting.
Ready to get your books in proper shape?
Starting at $240 per month, Startup Bookkeeping & Foundations is one of the more straightforward ways to bring order to your finances — and keep them that way as you grow.
Get in touch todayNo commitment required. Just a conversation to start.
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