Monthly Accounting for PNW Founders
Clean books, clear financials, and proactive tax planning—every month.
Who it's for
- • Founders making $200K+ annual revenue
- • Businesses with employees or contractors
- • Companies needing quarterly tax planning
- • S-Corps or multi-entity structures
- • Those who want to focus on growth, not bookkeeping
Not for
- • Very early-stage (less than $50,000 revenue)
- • Businesses with zero transactions
- • Those wanting DIY bookkeeping support only
- • Companies outside WA/OR
What You Get
How It Works
1. Onboard in 30 days
We migrate your books to QuickBooks Online, clean up any historical issues, and set up your chart of accounts and workflows.
2. Monthly cadence
Books closed by the 15th of each month. You receive a KPI dashboard and financial summary, followed by a review call.
3. Quarterly planning
Every quarter we review your tax position, estimated payments, and owner compensation strategy to optimize your tax outcome.
Pricing
From $800/mo
Exact pricing depends on your business complexity. Factors include:
- • Transaction volume (number of monthly transactions)
- • Complexity (multiple entities, inventory, etc.)
- • Payroll frequency and employee count
- • Number of bank accounts and credit cards
- • Industry-specific needs (job costing, etc.)
Seattle agency owner came to us with 9 months of backlog and no visibility into profitability. We cleaned up the mess in 3 weeks, implemented project-based tracking, and now deliver monthly financials by the 10th. Owner now knows exactly which clients are profitable and makes data-driven decisions.
Frequently Asked Questions
Ready to Get Started?
Book a 20-minute intro call and let's discuss how we can help your business.