Monthly bookkeeping: full control of your books

Every business transaction recorded, categorized and reconciled each month — without you lifting a finger.

Who it's for

Owners with no time and no interest
You're driving, selling, serving customers. Logging invoices and reconciling bank feeds isn't your job — it's ours.
Businesses with messy past months
Behind on months, mixed categories, personal account used as business. We clean up the past and keep things right going forward.
Those with an English-only accountant
You pay but never quite understand what you got. We explain in English, Portuguese or Spanish — your pick.
Businesses planning to scale
No books in order = no loan, no investment, no planning. Clean books open doors.

01
Initial onboarding
In a 30-min call we understand your business, banks, typical expenses. We connect your banks to Zoho Books with your authorization.
02
Recording and categorization
Each month we record every transaction, categorize per the correct Chart of Accounts, and reconcile statements. You don't need to send anything — we pull straight from the bank.
03
Monthly report
By the 15th of the following month, you get the report with revenue, expenses, real profit and flagged items.

How long to clean up my back months?
Depends on transaction volume and how far behind. Usually 1 to 4 weeks. Cleanup is a one-time fee, separate from the monthly.
Do you need access to my bank?
Yes, via read-only connection between Zoho Books and your bank. We read statements to record, but can't move money. Your passwords are never shared.
If I switch plans, do I lose history?
Never. Your books in Zoho Books are yours, always. If you ever leave, we export everything in PDF and Excel. No hostages.

Send a WhatsApp message and we'll schedule a 30-minute call to understand your situation.