FAQs

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What exactly is included in monthly bookkeeping?

Each month we categorize all your transactions, reconcile your bank and credit card accounts, manage your accounts payable and receivable, and deliver a full set of financial reports including Profit & Loss, Balance Sheet, and Cash Flow statement. You also receive a plain-English monthly summary email from your dedicated bookkeeper.

We charge a simple flat monthly fee based on your average monthly transaction volume and the services you need. There are no hourly rates, no surprise charges, and no contracts. You can upgrade, downgrade, or cancel at any time.

We work with QuickBooks Online, Xero, Wave, FreshBooks, and Zoho Books. If you already have software, we will use it. If you are starting fresh, we will recommend the best fit for your business and help you get set up.

Most clients are fully onboarded within 24 to 48 business hours after their free consultation. We send a simple secure link to connect your accounts, and from there your bookkeeper takes over. If you need a historical cleanup first, timelines vary by the number of months to be cleaned up.

We prepare and maintain your books in a tax-ready format year-round, including proper expense categorization, contractor payment tracking for 1099s, and a clean year-end financial package for your CPA. We do not file tax returns directly, but we work closely with your tax preparer to make the process as smooth as possible.

No problem. We offer historical bookkeeping cleanup services for clients who are behind or whose records need to be corrected. We will review your situation, give you a clear estimate, and clean up your books before enrolling you in an ongoing plan.

Our bookkeeping services are specifically designed for US-based businesses operating under US tax and accounting standards (GAAP). If your company is incorporated in the US or doing business primarily in the US, we can support you regardless of where your team is located.

A bookkeeper records and organizes your day-to-day financial transactions. An accountant or CPA uses that data to prepare tax filings, provide strategic advice, or conduct audits. Startup Books handles the bookkeeping layer — providing clean, accurate records that your accountant or CPA can use to advise you or file your taxes.

We offer a 30-day satisfaction guarantee on all plans. If you are not happy with the quality of your books within the first 30 days, we will work to make it right — or issue a full refund.