Monthly Bookkeeping
A dedicated bookkeeper closes your books every month, reconciles every account, and delivers your P&L and balance sheet, usually by mid-month.
Services
Explore the services BBK Accounting offers.
Bookkeeping
A dedicated bookkeeper who knows your business, backed by a US-based team that keeps your books accurate, current, and ready when you need them.
Catch-Up & Cleanup
Months or years behind, or inherited a mess? We rebuild the backlog, fix prior errors, and get you to a clean, reconciled starting point.
Built Around Your Team
Someone in-house already handles part of the work? We find the gaps and reconcile the books around what your team already does.
Fully Automated Books
For hands-off owners. AI handles the routine work and learns your business, and a BBK bookkeeper reviews every close. From $100 a month.
What Bookkeeping Costs
Monthly packages start at $220, priced by how complex your books are, not how much you earn. Catch-up and cleanup work is $100 an hour.
Monthly Bookkeeping
Most clients receive their financial statements by the middle of the following month. If you need them sooner for lenders, investors, or internal reporting, tell us up front and we'll build that turnaround into your package, reserving time early in the month for your close.
- Dedicated bookkeeper: one person who knows your business.
- Every account reconciled: loose ends tied up each month.
- Connected systems: payroll, point of sale and practice management data imported.
- Year-end 1099s: reviewed, prepared and filed for you.
Catch-Up & Cleanup
Every correction is documented for you and your tax preparer. When there's a lot of data, we use automation to bring it in. You should never pay a bookkeeper to sit and type in transactions by hand.
- Period by period: every transaction recorded and categorized.
- Errors fixed: miscategorized, missing and duplicate entries corrected.
- Deadlines first: periods tied to a tax deadline come first.
- 2 to 12 weeks: an estimate before we get far into the work.
Built Around Your Team
Many small businesses already have someone in-house handling part of the accounting: invoicing and collections, paying bills, running payroll, tracking expenses, or entering data. That person is often doing good work but isn't a trained accountant, and nobody is making sure all the pieces add up to accurate financial reports.
- Keep what works: we don't insist on replacing your staff.
- Gaps found: identified on the sales call.
- Accurate reports: all the pieces add up.
- Easy to expand: add more as your needs change.
Fully Automated Books
If you'd rather not be involved in your books at all, Fully Automated Books (FAB) may fit better than a full monthly package. Your books also need to suit automation: up to about 500 transactions a month, and no work that needs a person every month, such as three-way reconciliations for IOLTA accounts.
- AI does the routine work: it learns your business month to month.
- Human review: a BBK bookkeeper checks every close.
- From $100 a month: no monthly meetings required.
- Best fit: owners who want their books handled automatically.
What Bookkeeping Costs
We build each package from a conversation about your business, so you pay for the work your books actually need. We can also combine bookkeeping with payroll, tax preparation, and advisory into one monthly price.
- Flat monthly rate: from $220, built around the work your books need.
- Priced by complexity: revenue streams, accrual accounting and turnaround drive the price, not your revenue.
- Catch-up and cleanup: $100 an hour, estimated before we get far into the work.
- One-time setup: $200 to $300, with no deposit for monthly bookkeeping.
Fully Automated Books
AI categorizes your transactions as they come in, your books close every month, and a BBK bookkeeper reviews every close.
Reviewed by a Real Bookkeeper
Many automated services leave you on your own. With FAB, a BBK bookkeeper sets up your automations and reviews your books every month.
Hands-Off Monthly Books
Bookkeeping you don't have to think about. AI categorizes transactions, your books close every month, and you get professional monthly financials.
Who FAB Is For
Owners who want their books done without being involved every month, and who'd like to drop QuickBooks and its subscription.
Simple Setup & Switch
A short call confirms fit and your exact price. You connect your accounts securely, and if you use QuickBooks Online, we can bring your history over.
Pricing
Essentials is $100 per month and Standard is $200 per month, per company, with accounting software included. Setup is a one-time $100 per company.
Hands-Off Monthly Books
You get professional monthly financials without keeping the books yourself or managing a bookkeeper. Accounts are reconciled every month, and accounting software is included at no extra cost.
- AI categorization: learns your business and remembers recurring entries.
- Connected accounts: bank, card, payment processor and payroll app.
- Monthly statements: financial statements after every close.
- Annual check-up: a yearly review with a BBK bookkeeper.
Reviewed by a Real Bookkeeper
An experienced BBK bookkeeper sets up your books and automations correctly, and the routine work runs on its own. You get the speed and price of automation, with a bookkeeper making sure it's right.
- Correct setup: books and automations set up by an experienced bookkeeper.
- Routine work automated: it runs on its own each month.
- Every close reviewed: a real person checks your books monthly.
- Email support: answers to routine questions.
Who FAB Is For
Your books also need to suit automation: up to about 500 transactions a month, and no work that needs a person every month. If your business needs more, our traditional monthly bookkeeping is built around your specific needs.
- Hands-off owners: books done without monthly involvement.
- Suits automation: up to about 500 transactions a month.
- Drop QuickBooks: accounting software is included.
- Room to grow: move to traditional bookkeeping if you need more.
Simple Setup & Switch
You can keep QuickBooks running during the switch until you're comfortable with your new reports. Each month, your transactions are categorized, your accounts are reconciled, a bookkeeper reviews the close, and your financial statements arrive automatically.
- Quick fit check: a short call confirms FAB fits your business.
- Secure connections: bank connections run through Plaid.
- Catch-up if needed: we bring your books current.
- Your data stays yours: export it any time.
Pricing
Which plan fits depends on your monthly transaction volume and how many of your systems need a custom connection. A short call gets you your exact price.
- Essentials: $100 per month, up to 200 transactions and 1 custom connection.
- Standard: $200 per month, up to 500 transactions and 5 custom connections.
- Setup: a one-time $100 per company, plus $50 per custom connection.
- Catch-up: $600 for the first year of books, $300 for each additional year.
Payroll
BBK Accounting sets up, runs, and supports payroll for small and growing businesses, so payroll lands in your books correctly every pay period.
Catch Up Missed Filings
Missed deposits and filings handled, mistakes amended, and the setup problem behind them fixed, including state registrations that were never finished.
Posted to Your Books
Because we handle payroll and bookkeeping together, wages, payroll taxes, benefits, and owner pay are recorded correctly, supporting true labor-cost reporting.
Payroll That Keeps Up
More locations, new pay structures, more benefit options, and new states. We adjust your workflows so a process built for five employees works for fifty.
Three Ways We Can Help
We run payroll for you, automate it when your team is salaried with little change, or set it up so your team runs it.
Pricing
Payroll services are billed hourly at $100 per hour. You pay your payroll software provider directly, so you only pay us for the time we spend.
Three Ways We Can Help
Every business needs a different level of support. We verify hours, confirm PTO, process each run, and handle the details, or build your system correctly and stay available when questions come up.
- We run it: hours verified, PTO confirmed, every run processed.
- We automate it: it runs on its own, and we step in for changes.
- You run it: we build it right and answer your questions.
- Your account stays yours: you pay your payroll provider directly.
Catch Up Missed Filings
A first employee in a new state, a new benefit plan, or a missed quarterly filing can quietly turn into penalties. If you receive a notice from the IRS or a state agency, we follow up until the matter is closed.
- Missed filings: submitted promptly to limit penalties.
- Incorrect filings: properly amended rather than simply resubmitted.
- State setup finished: new state tax registrations completed.
- Notices resolved: researched and followed up until closed.
Posted to Your Books
Payroll is usually your biggest expense, so the way it shows up in your books matters. For businesses that want to see labor cost by department, location, service line, or job, our reporting services build on that payroll data.
- Every run posted: to the right accounts in your books.
- Liabilities reconciled: payroll liability accounts reconciled.
- Owner pay reviewed: S-corporation owner pay checked.
- Labor-cost reporting: by department, location, service line, or job.
Payroll That Keeps Up
As your team grows, payroll gets more complicated, with time-tracking systems and approval steps to manage. When you hire in a new state, we complete state tax registrations and monitor compliance through your payroll platform.
- New states: tax registrations completed when you hire.
- Benefits kept accurate: enrollments, deductions and contributions.
- Industry experience: tips, job-site crews, grants and remote teams.
- Workflows adjusted: processes evolve as you grow.
Pricing
How much time payroll takes depends on how many people you pay, how they're paid, and how much of the work we handle. We can also build payroll into a customized package with our other services for one monthly price.
- Small and steady: 2 to 3 hours to set up, then 1 hour a month.
- Growing hourly team: 3 to 4 hours a month for 10 to 15 employees.
- High-turnover, full service: 8 to 10 hours a month for 20 to 30 employees.
- Rush work: a premium applies on very tight deadlines.
Tax
BBK Tax prepares business and personal tax returns and helps owners plan ahead all year, working from the same books we keep for you.
Back-File Overdue Returns
Our bookkeepers get each missing year in order, oldest first, and BBK Tax prepares and files the returns, so nothing gets lost between them.
Year-Round Tax Planning
The best time to lower your tax bill is before the year ends. Our advisory plans give you a tax team you can call all year.
A Tax Team You Can Reach
Your tax team answers your questions and keeps you informed, not just in April. We reach out, check in, and plan with you during the year.
Pricing
Individual returns start at $400, plus $150 for each Schedule C, E, or F. Partnership and S-corporation returns start at $1,200.
Annual Tax Preparation
Federal and state returns for individuals, businesses, nonprofits, and trusts, built from the same books your bookkeeper keeps all year, with extensions included.
Annual Tax Preparation
Because your bookkeeping and your taxes are handled by one connected team, there's no year-end scramble to hand records to an outside preparer. You send documents through a secure tax portal, and we walk you through your return before it's filed.
- Every return type: 1040, 1120-S, 1065, 1120, nonprofits and trusts.
- Extensions included: a late document never means a late filing.
- Secure tax portal: your information stays protected.
- Strategy call included: a complimentary 30-minute call in the third or fourth quarter.
Back-File Overdue Returns
Overdue returns usually start with overdue books, so one team handles both. If you're several years behind, we'll map out the order of work and give you a clear quote before we start.
- Books rebuilt first: each missing year put in order.
- Clear quote first: the order of work mapped before we start.
- Multi-year discount: each additional year is 15% off.
- Notices handled: IRS and state notices quoted case by case.
Year-Round Tax Planning
Choose a one-time consultation for a specific question, or an ongoing plan sized to your business. Planning happens during the year, while you can still make choices that lower your tax bill.
- Estimated-tax guidance: quarterly payments that aren't a guess.
- Planning before year-end: mid-year and year-end planning.
- Projections before decisions: tax projections before major decisions.
- Owner-pay strategy: entity, payroll and owner-compensation strategy.
A Tax Team You Can Reach
We built BBK Tax around the standard of service we've spent years developing. Your tax team works alongside your bookkeeping and payroll team from the same data, so everyone is aligned.
- Real communication: questions answered, not just in April.
- Proactive, not reactive: we check in during the year.
- One set of numbers: tax, bookkeeping and payroll aligned.
- Keep your CPA: we deliver tax-ready financials to them.
Pricing
C-corporation returns start at $1,500, and every return includes a complimentary 30-minute tax strategy call. These are standalone prices; tax can also be part of a single monthly package with your other services.
- One-time consultation: starting at $350.
- Advisory plans: starting at $250/month.
- Entity setup: LLC or corporation formation starting at $250.
- Other tax work: quoted case by case, generally at $350 per hour.
Financial Reporting
Good reporting tells you why, and what to do next, so we restructure your books and reporting around how your business really runs.
Reporting Built to Match Your Business
A chart of accounts and reports organized around how you actually operate, by entity, department, location, service line, or job.
Connected Financial Data
Payroll, point-of-sale, banking, and spreadsheets brought together into one connected set of reports, with fewer manual exports and copy-and-paste reports.
Budgets & Performance Analysis
Budgets built with you, budget-vs-actual reporting, margin analysis, and monthly variance reviews that explain what changed, in plain language.
Accrual & GAAP-Ready Financials
Reports that show when revenue is earned and costs are incurred, not just when cash moves, kept to the standard auditors, lenders, and buyers expect.
Pricing
One-time setup starts at $150 per hour, scoped and quoted before work begins. Monthly upkeep starts at $200 per month, added to your bookkeeping package.
Reporting Built to Match Your Business
A chart of accounts that made sense when you started rarely fits the business you have today. We restructure it to reflect your real operations, so your reports group revenue and costs the way you think about them.
- Cleaner chart of accounts: reorganized around how you operate.
- Class and job tracking: for construction, real estate and nonprofits.
- History rebuilt: past periods compare cleanly with today.
- Industry-specific reports: by practice area, job, property, or location.
Connected Financial Data
Your financial picture is often spread across payroll, point-of-sale, banking, and spreadsheets. We bring that data together, including payroll integrated with your books for true labor-cost analysis.
- Payroll integrated: for true labor-cost analysis.
- System data flowing: point-of-sale and practice management data.
- Fewer manual exports: less copy-and-paste reporting.
- Kept flowing monthly: upkeep is part of your bookkeeping.
Budgets & Performance Analysis
Numbers are most useful when they explain what changed and why. Variance and flux analysis flags what moved, with plain-language explanations.
- Budgets built with you: aligned to your chart of accounts.
- Budget-vs-actual reporting: reviewed with you in a monthly meeting.
- Margin analysis: by service, product, or customer.
- Variance explained: what moved, in plain language.
Accrual & GAAP-Ready Financials
Switching to accrual is more than a report setting in QuickBooks; it depends on processes. We help you choose how far to go, then build those processes.
- Accrual basics: invoices and bills recorded when earned and incurred.
- Prepayments handled: early cash doesn't distort revenue.
- Full accrual: deferred revenue and accruals maintained monthly.
- GAAP-ready: books auditors, lenders and buyers expect.
Pricing
Every service on this page comes in two parts: a one-time project to set it up, and monthly upkeep added to your bookkeeping package. Your monthly price depends on which pieces you use.
- One-time setup: $150 per hour, quoted before work begins.
- Monthly upkeep: from $200 per month.
- Approve first: you approve scope and price before work begins.
- Accrual packages: accrual books move you to a package sized for accrual.
Accounting Manager
As your financial work spreads across more people and systems, BBK steps into the accounting manager role and keeps it all working together.
Systems & Workflows That Scale
The right software, integrations, and processes, so your books keep up as you grow, without manual steps that no longer scale.
Finance Team Leadership
We step into the accounting manager role, keeping your staff, bookkeepers, CPA, and CFO working from one set of numbers.
Internal Controls
Separation of duties, approval workflows, and system permissions, so no one person approves, pays, records, and reconciles the same transaction.
Custom Integrations & Automation
When no ready-made integration fits, our automation team, led by Matt Appel, builds custom integrations, automations, and documented processes your team can follow.
Pricing
The accounting manager role starts at $500 per month, always part of a monthly package with your bookkeeping. Systems projects start at $150 per hour.
Finance Team Leadership
Many growing companies need someone to coordinate everyone involved in their finances but aren't ready to hire one full time. BBK keeps the people, deadlines, and information behind your financials organized, so reports arrive on time.
- Managed month-end close: shared checklist, clear owners, regular meetings.
- In-house team supported: your staff overseen, not replaced.
- Advisors coordinated: your CFO and tax preparer get the data they need.
- Reports on schedule: data gathered from every source.
Systems & Workflows That Scale
The tools that worked when you were smaller can quietly become bottlenecks. Because we keep your books, we see firsthand where your systems create extra work, and we can recommend changes that actually reduce it.
- Right tools chosen: software that fits where you're headed.
- Integrations set up: payroll, point-of-sale and payments flow into your books.
- Manual steps retired: the ones that no longer scale.
- Implementation support: books stay accurate through the switch.
Internal Controls
When your team is too small to split every duty, we put compensating controls in place, such as owner review of bank activity and dual approval on payments. Good controls reduce the risk of errors and fraud and make problems easier to catch.
- Separation of duties: kept current as your team changes.
- Compensating controls: for teams too small to split duties.
- Dual approval: on payments, with user permissions in your systems.
- Not an audit: independent testing is done by your CPA firm.
Custom Integrations & Automation
Most integrations are ready-made, and our bookkeeping and controller team sets them up as part of your systems work. When an existing integration doesn't fit your process, our automation team takes it from there.
- Free time audit: every manual handoff mapped, with hours and dollars.
- Documented SOPs: the work doesn't depend on one person.
- Workflow automation: connects the tools you already use.
- Data entered once: and it reaches your books clean.
Pricing
Systems, integration, and internal controls setup are quoted separately, as one-time projects; keeping your controls current is part of the monthly role. Your quote depends on the size of your team, your systems, and the scope of work.
- Accounting manager role: $500 per month, in your monthly package.
- One-time projects: $150 per hour, scoped and quoted first.
- Custom integrations: custom quote, starting with a free time audit.
- Quote after a call: every package is built around your business.
Fractional CFO
From cash flow forecasts built by our team to experienced fractional CFO support, we help growing businesses plan ahead from books you can trust.
Fractional CFO Advisory
An experienced CFO on your team for pricing, financing, growth decisions, and complex modeling, without a full-time executive salary.
Strategy, Pricing & KPIs
Pricing strategy and unit economics, compensation design, working capital strategy, and the KPIs that tell you whether the plan is working.
Built on Books You Can Trust
Reliable forecasting and CFO work depend on accurate books, so we make sure yours are ready. Your controllers and CFO work from the same books.
Forecasts & Cash Planning
Rolling cash flow forecasts, cash runway, simple models, and scenario planning built from your actual books by our controller team.
Pricing
BBK forecasting and financial modeling starts at $200 per hour, quoted per project. Fractional CFO work starts at $5,000 per month, quoted individually.
Forecasts & Cash Planning
For most businesses, our team can build and maintain the forecasting you need. We build forecasts from your real books, then compare them to what actually happens, so your planning gets better over time.
- Cash flow forecasts: what's coming in and going out.
- Cash runway visibility: shortfalls show up early enough to act.
- Scenario planning: for hiring, debt, or adding capacity.
- Forecast-ready data: for lenders, investors, or advisors.
Fractional CFO Advisory
At some point, the questions get bigger than a forecast can answer. For these needs, we add an experienced CFO to your team for complex forecasting and strategic work.
- Bigger decisions: pricing, financing, or expansion.
- Complex modeling: many entities or scenarios.
- Lender and board ready: more sophisticated reporting and strategy.
- Part-time leadership: without a full-time executive salary.
Strategy, Pricing & KPIs
Your CFO helps you know what each product, service, or customer really earns, and manages receivables, payables, and inventory to free up cash. Investor and board reporting gives stakeholders confidence in your numbers.
- Unit economics: what each customer really earns.
- Compensation design: commission and incentive plans.
- Working capital: receivables, payables and inventory managed.
- Financing support: debt structure and lender conversations.
Built on Books You Can Trust
Most clients start with forecasting from our controllers. When your questions outgrow a forecast, one of our fractional CFOs joins the same team, working from the same books.
- Books first: accurate books make forecasts reliable.
- Controllers stay involved: even after a CFO joins.
- No bookkeeper change: your books stay with us.
- Honest advice: we'll tell you when you need a CFO.
Pricing
We scope and quote each forecasting project before work begins. Fractional CFO work is quoted individually after a financial review, and we'll walk you through options and pricing before any engagement begins.
- Forecasting: $200 per hour, quoted per project.
- Fractional CFO: $5,000 per month, quoted individually.
- Financial review first: every CFO engagement starts with one.
- One monthly price: combine with bookkeeping, reporting and tax planning.
Sale & Exit Readiness
Buyers and investors pay more, and move faster, when the numbers are clean, complete, and easy to trust, so we get your books ready for that scrutiny.
Accrual & GAAP-Ready Reporting
Moving to accrual or GAAP-ready reporting, so your financials show true performance and meet the standards buyers and investors expect.
A Confidential Go-Between
During negotiations, BBK acts as a neutral third party, answering buyers' financial questions directly so your staff never needs to be involved.
Advanced Exit Planning
Exit planning, transaction support, and an independent quality of earnings review, from identifying value drivers early to documenting add-backs that hold up.
Pricing
Cleanup and catch-up at $100 per hour, accrual and GAAP-ready setup at $150 per hour, and confidential deal liaison at $150 per hour.
Accurate, Complete Books
Cleanup, accrual or GAAP-ready reporting, and a monthly track record buyers can trust, because every exit depends on financials that hold up under review.
Accurate, Complete Books
Every exit depends on financials that hold up under review, so we start by cleaning up and completing your books. Clean, consistent financials over several years tell a much stronger story than books tidied up just before a sale.
- Every account reconciled: every period accounted for.
- Monthly track record: not just one good year.
- Start early: the earlier you start, the better.
- Same team throughout: your books stay with us.
Accrual & GAAP-Ready Reporting
Buyers and investors take consistent, GAAP-based financials more seriously, and they hold up better in diligence. We move you to accrual or GAAP-ready reporting where it makes sense.
- True performance: financials that show how you really performed.
- Buyer standards: what buyers and investors expect.
- Holds up in diligence: consistent, GAAP-based financials.
- Where it makes sense: not every sale needs full GAAP.
A Confidential Go-Between
Word that an owner is thinking about selling can unsettle a team. BBK provides financial information directly to potential buyers and their advisors, so you keep running the business.
- Confidentiality: employees don't see buyer requests.
- One point of contact: the people who know your books best.
- Less disruption: you keep running the business.
- Staff kept out: your team never needs to be involved.
Advanced Exit Planning
Once your books are in order, our exit-planning specialists take on the specialized work. Your books stay with us throughout, so everyone works from the same reliable numbers.
- Value drivers found: early enough to still improve them.
- Less owner dependence: the business can run without you.
- Quality of earnings: from a red-flags check to a full report.
- Transaction advisory: through the sale, capital raise, or exit.
Pricing
Exit planning, quality of earnings, and transaction advisory are quoted individually. We can build these services into a customized package with bookkeeping, financial reporting, and tax planning for one monthly price.
- Cleanup and catch-up: $100 per hour, with an estimate up front.
- Accrual setup: $150 per hour, scoped and quoted first.
- Deal liaison: $150 per hour.
- Exit work: quoted individually.