Bookkeeping
Books you can actually trust
Monthly bookkeeping in QuickBooks Online or Xero, reconciled, categorized, and reviewed by a CPA. You get clean reports and a real picture of your business every month.
What's included
What you get
- Monthly reconciliation of all accounts
- Properly categorized transactions
- Monthly P&L, balance sheet, and cash flow
- Quarterly review call with me
- Year-end books delivered tax-ready
Who it's for
Who this is for
- Service businesses doing $250k to $5M in revenue
- Founders who've outgrown DIY bookkeeping
- Owners who want their CPA inside their books
- Businesses cleaning up a year (or two) of mess
How it works
What working together looks like
Step 01
Cleanup
I bring prior months current and standardize your chart of accounts.
Step 02
Setup
I dial in bank feeds, rules, and integrations for accuracy.
Step 03
Monthly close
I reconcile, categorize, and review your books, closed by the 15th.
Step 04
Quarterly review
We walk through the reports and flag what matters.
Why Chris
Why work with me
You work directly with me from start to finish. I'm a licensed Texas CPA with a master's in taxation from Notre Dame and years of experience handling complex tax work.
Licensed Texas CPA
MS in Taxation, Notre Dame
3 years at Ernst & Young
Year-round, direct access
CB
Chris Burt, CPA
Fort Worth, Texas
FAQ
Common questions
Ready to get started?
Book a free consultation. We'll talk through your situation and outline the next steps.