Monthly Bookkeeping.
Closed by the 10th.
No junior pools. No offshore warehouses. A professional-grade monthly close led directly by a licensed CPA. Know exactly where your margins stand.
Most bookkeeping services leave you cleaning up in the spring.
Many monthly accounting options on the web rely on automated algorithms or pools of uncertified offshore data-entry teams. You receive categorization that is technically a guess, and when tax season arrives, your CPA spends hours charging you hourly to reconstruct the mess.
The risk: Mislabeled asset transactions, lost deductions, and late filings that raise audit risk and cost you more at tax time.
Professional-grade CPA control.
- Licensed Wisconsin CPA Close — All reconciliations are reviewed and executed directly by Ben Beyersdorf, CPA.
- On-Time Delivery (10th of Month) — Real financial statements ready for inspection while the operational month is still fresh.
- IRS Compliance Ready — Year-end books are closed to compliance specifications, making tax season a smooth, painless transition.
The 10-Day Close Cycle
Days 1–3
We automatically sync transactions via bank feeds. Meticulous entry of statements and bills.
Days 4–6
Direct CPA categorization, asset adjustment mapping, and balance sheet reconciliation.
Days 7–9
Final review pass, tax-ready adjustments, and draft financial dashboards.
Day 10
Read-ready close. Your final financial packet (P&L, Balance Sheet, Cash Flow) is delivered directly to your inbox.
CPA Bookkeeping Close
Direct representation, reconciled accounts, full margin visibility.
- Monthly categorization & reconciliation
- Bank, credit card, and loan account close
- Accounts receivable/payable tracking
- Accrual adjustments & balance sheet reconciliations
- Read-ready financial closes delivered by the 10th
- Seamless, compliance-ready tax integrations