Every account reconciled, every month.
BooksBud keeps small-business books current and accurate, then helps you use them to plan what comes next. Bookkeeping, CFO advisory, and payroll, led by a degreed bookkeeping and tax professional with more than 20 years of experience.
| Bank statement ending balance | $48,210.36 |
|---|---|
| Less outstanding checks | −$2,145.00 |
| Plus deposits in transit | +$1,380.50 |
| Adjusted bank balance | $47,445.86 |
| Balance in your books | $47,445.86 |
| Difference | $0.00 |
Reconciled
What we do
Most businesses start with bookkeeping, then add advisory once the books are current. Payroll can be added to a bookkeeping plan or run on its own.
Bookkeeping
Monthly reconciliation, categorization, and financial statements in QuickBooks Online or Patriot.
CFO advisory
Cash flow forecasting, budgets, tax planning coordination, and strategy sessions.
Payroll
Payroll runs and tax filings on Gusto, as an add-on to bookkeeping or as a standalone service.
How getting started works
Consultation
We talk through your business, your current books, and what you need from them, then recommend a plan.
Onboarding and setup
We connect your accounts and get your books caught up and organized so the monthly work starts from a clean base.
Monthly close
Each month we reconcile your accounts and deliver your financial statements, so you always know where you stand.
Why BooksBud
All plans are month-to-month with no long-term contract.