Small business bookkeeping · United States
Small business bookkeeping with a close date you can plan around.
One dedicated bookkeeper who learns your business, a monthly close on the same date every month, and a CPA who checks it before it reaches you — in QuickBooks, Xero or Wave.
- A close date you can plan around
- One dedicated bookkeeper
- Reviewed by a CPA before you see it
- QuickBooks, Xero or Wave
5.0 from 14 Google reviewsCPA-supervised · QuickBooks ProAdvisorGet a free bookkeeping health check
Tell us where your books are today — software, volume, and how far behind. We come back with what is clean, what is not, and a flat monthly fee.
“[Fincera] has been a great organization to work with. Key is their responsiveness and follow through and accuracy, which is important as I am a small business. They give a lot for a very fair price.”
Small business bookkeeping in the software you run
What small business bookkeeping includes
The full bookkeeping cycle, every month, for one flat monthly fee — not line items you discover on the invoice.
One dedicated bookkeeper
The same person on your books every month, who learns your vendors and your questions.
Transaction categorisation
Every bank and card transaction coded to the right account, every month.
Bank and card reconciliations
Every account tied to its statement, so the balance in your books is the balance in the bank.
A monthly close on a fixed date
Agreed up front, so you know when your numbers will be ready.
Monthly financial statements
Profit and loss, balance sheet and cash flow after every close.
Sales platforms reconciled
Shopify and Stripe payouts matched to the sales, fees and refunds behind them.
Catch-up and cleanup
Months or years behind is a normal starting point. Cleanup is quoted separately, up front.
CPA review before sign-off
A CPA checks the close before it reaches you.
How our bookkeeping service works
- 01
Free health check
A short call. We map your software, transaction volume and industry, and what “caught up” should mean for you.
- 02
Books review and plan
We look at your current books, flag any cleanup, and agree a close calendar and a flat monthly fee.
- 03
Meet your bookkeeper
Your dedicated bookkeeper tightens the chart of accounts and bank feeds so the first close is clean.
- 04
Monthly bookkeeping, on time
Reconciled books and financial statements on the same date every month, CPA-reviewed.
- Google rating
- 5.0Google rating
- Verified reviews
- 14Verified reviews
- Trained review discipline
- Big-4Trained review discipline
- Reply time, Mon–Fri
- 1 dayReply time, Mon–Fri
What small business owners say about working with Fincera
Every quote is a client’s own words from our Google Business Profile. Anything in square brackets is ours, not theirs.
“I was so stressed trying to handle my books while running my small business. Then I found [the founder] and his team. They're amazing! Everything is done online, so I don't have to worry about meeting in person. [the founder] explained everything so clearly, and now my books are always up-to-date. I finally have time to focus on my business instead of stressing over numbers. Great team.”
Muhammad UmarVerified Google review
“Running an eCommerce store means handling hundreds of transactions every day, which can make bookkeeping a nightmare. Ever since [the founder]'s team took over, it's been a game-changer. They truly understand the ins and outs of eCommerce, and their detailed yet easy-to-read reports give me complete clarity over my finances. For the first time, I feel fully in control of my numbers—and that peace of mind is priceless.”
Rana mujtabaVerified Google review
“As an independent contractor, I needed a bookkeeper who understood my unique needs. The [Fincera] team has been incredible—they're fast, accurate, and always available to answer my questions.”
Mussa KashifVerified Google review
Bookkeeping for the other industries we know best
Property management bookkeeping
AppFolio and Buildium, owner statements, trust accounts
Nonprofit bookkeeping
Fund accounting, restricted money, Form 990 pack
Law firm bookkeeping
Client trust accounts reconciled three ways
PE/VC-backed bookkeeping
Accrual books, investor reporting, runway
All bookkeeping services
What every client gets, whatever the industry
Running something else?
If your business closes its books every month, we can keep them. Tell us what you run.
Ask about your business
Small business bookkeeping questions, answered
What does small business bookkeeping include?
Transaction categorisation, bank and card reconciliations, a monthly close on a fixed date, and a profit and loss, balance sheet and cash flow every month — with a CPA review before the close is signed off.
Which software do you work in?
QuickBooks Online, Xero and Wave, along with the sales platforms and payment apps feeding them, such as Shopify and Stripe. We work in the software you already run.
My books are months behind. Can you catch them up?
Yes. Catch-up and cleanup are a normal first chapter: we organise the history, reconcile what matters, then keep it current with a monthly close. Cleanup is quoted separately, up front.
Do you handle sales tax?
Sales tax filing is not a Fincera service. We keep the books your sales tax filings draw on accurate and reconciled, and can work alongside whoever files them.
How much does small business bookkeeping cost?
There is no package price. A flat monthly rate is scoped to your transaction volume, the number of entities and accounts, and the starting condition of your books. The free health check produces that number, with any cleanup quoted separately and up front.
What if I'm not comfortable with accounting software?
You do not need to be. Your bookkeeper handles the software and can send monthly reports by email if you prefer not to log in.
Ready to stop doing your own books?
A short call about where your books are, and a flat monthly number for keeping them current. If we are not the right fit, we will say so.