Monthly Bookkeeping for Growing Small Businesses
Accurate monthly bookkeeping, reconciliations, and financial reporting — handled by an experienced accountant who gets to know your business, not a rotating support queue. Built for small businesses using QuickBooks Online or Xero.
Monthly bookkeeping starts at $497/month. Pricing varies based on your accounts, transaction volume, and complexity. You'll get an exact quote after your free consultation.
Book a Free ConsultationNo obligation. We'll learn about your business, what you need from your accounting, and whether TAG is the right fit.
15+ Years of Hands-On Accounting Experience
Founder-led. Process-first. Built specifically for small and mid-sized businesses.
Alycia didn't just clean up our books — she took the time to understand how our business operates and built accounting processes that gave us confidence in our financials. Everything is organized, accurate, and delivered on time, and we always know where our business stands financially. What really sets TAG apart is their responsiveness and attention to detail. They catch issues before they become problems, communicate clearly, and approach every challenge with a solutions-focused mindset. It feels like having a trusted accounting partner on our team rather than an outside accountant.
— HVAC Business Owner, Oklahoma City, Oklahoma
What We Handle
The core of monthly bookkeeping and small business accounting — done consistently, every month.
Monthly Bookkeeping
Every transaction categorized accurately and consistently, on a schedule you can plan around — not whenever someone gets to it.
Reconciliations
Every account reconciled monthly so unexplained balances and duplicate transactions don't quietly pile up.
Month-End Close
A defined close process, so your financials are finished each month — not perpetually "almost done."
Financial Reporting
Accurate P&Ls, balance sheets, and cash flow statements you can actually use to make decisions.
Cleanup & Catch-Up
Behind by a month or by two years — we bring your books current before ongoing work begins.
Ongoing Accounting Support
A consistent point of contact for financial questions — not a ticket queue or a new person every time you call.
Let's Talk About Your Books
A free, no-pressure consultation. We'll learn about your business and your current books, answer your questions, and determine whether TAG is the right fit.
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If Any of This Sounds Familiar, You're Not Alone
Most businesses come to us not because their books are a disaster, but because they're technically fine — and still not helping them.
- Your bookkeeper enters transactions, but you're left to make sense of them
- The monthly close happens whenever it happens — no schedule you can count on
- Reconciliation errors, duplicate entries, or accounts that don't tie out
- Inconsistent categorization makes trends hard to trust
- Reports arrive too late to change anything they describe
- The business has grown faster than the accounting process behind it
Ready to see what this looks like for your business?
A short call is enough to tell you whether TAG is a fit — and to give you a clear next step either way.
Book a Free ConsultationBookkeeping Is the Foundation. It's Not the Finish Line.
Anyone can enter transactions into QuickBooks. We start with the fundamentals of small business accounting — accurate books, real reconciliations, a close you can set a calendar by, and financial reporting you can actually use — then keep it that way every month through a consistent process and a consistent accounting relationship, not a one-time cleanup.
"Accurate books are the starting point. Whether they help you run the business is the real test."
Is TAG the Right Fit?
We work best with a specific kind of business — being upfront about that saves everyone time.
TAG is likely a strong fit if...
- You've outgrown a bookkeeper who only enters transactions, and don't have — or want — a full internal accounting department
- Your business is established and growing, not pre-revenue
- You use, or are open to using, QuickBooks Online or Xero
- You have payroll, multiple accounts, or transaction volume that's outgrown a spreadsheet-and-guesswork approach
- You want monthly financials you can actually make decisions from
- You're prepared to pay for a professional accounting relationship, not the lowest-cost bookkeeper you can find
TAG may not be the right fit yet if...
- You're a pre-revenue startup or side business with minimal transaction activity
- You're specifically looking for the cheapest possible data-entry bookkeeping
- You already have an internal accounting or finance team handling this well
- You need in-person, on-site bookkeeping rather than a remote accounting relationship
Getting Started Is More Straightforward Than It Sounds
Switching accounting providers feels like it should be complicated. In practice, it's three steps.
Consultation
We talk through your business, current accounting setup, and where the process is breaking down. No prep required.
Review & Transition
We assess your books, systems, and access, flag any cleanup needed, and map out what monthly work will look like.
Monthly Accounting
We take over the close, reconciliations, reporting, and ongoing support — on a consistent schedule, with a consistent point of contact.
You don't need your books to be perfect before you talk to us. That's often exactly why businesses reach out.
Book a Free ConsultationCommon Questions
How much do bookkeeping services cost?
TAG's monthly bookkeeping services start at $497/month. Your exact price depends on factors such as the number of bank and credit card accounts, transaction volume, payroll activity, and the complexity of your accounting. During your free consultation, we'll learn about your business and give you a clear quote before you make any commitment.
What happens during the consultation?
We'll ask about your business, how your books are currently handled, and what's not working. It's a conversation, not a sales pitch — by the end, you'll know whether TAG is a fit and what a next step would look like, with no obligation either way.
Do you work with businesses remotely?
Yes. TAG works with clients across the U.S. as a remote outsourced accounting partner, using cloud-based systems — location isn't a barrier.
Do you use QuickBooks Online?
Yes — QuickBooks Online is one of our primary platforms, from day-to-day bookkeeping through full setup and cleanup.
Do you work with Xero?
Yes, to the same standard as QuickBooks Online.
Can you clean up books that are behind?
Yes — cleanup and catch-up accounting is a core service. Whether you're a month behind or considerably longer, we bring your books current before ongoing monthly work begins.
Can you take over from my current bookkeeper?
Yes. We manage that handoff as part of the review and transition step — reviewing what's in place, identifying gaps, and taking over cleanly.
What's included in monthly bookkeeping?
Transaction categorization, bank and credit card reconciliations, a defined month-end close, and monthly financial reporting, at minimum — most clients also get ongoing accounting support. Full list above.
Do you provide payroll support?
We coordinate and reconcile payroll against your books alongside your provider, so labor costs and filings tie out to your financials.
How quickly can we get started?
It depends on the condition of your books and any cleanup required. Most engagements begin shortly after the initial consultation and review — we'll give you a specific timeline then.
Ready to Get Your Books Off Your Plate?
Tell us what's going on with your books and we'll determine the best next step.