Monthly Accounting That Tells You If You're Actually Making Money
Every account reconciled and reviewed by a CPA each month, plus tax planning all year, so you can make decisions on numbers you trust.
Don't Get Stuck With Books That Are Done but Never Checked
Most DFW business owners want to know where their money goes and what they'll owe. That's hard when bookkeepers only enter transactions and nobody reviews them. We close and review your books every month and plan your taxes from those same numbers, so you can grow without bracing for April.
Every Month, Your Books Cross the Desk of a CPA. Not Just a Bookkeeper.
Our CPA started out as an auditor, paid to find what other people missed. Now we bring that same eye to your books every single month. We reconcile, review and close them, then tell you what the numbers mean in plain English.
Tired of Wondering If Your Books Are Even Right?
You pay for bookkeeping, but you still can't answer simple questions about your own business.
Always a Month or Three Behind.
Receipts pile up, accounts go unreconciled, and the numbers are old by the time you see them.
Nobody's Checking the Work.
Typical bookkeepers enter whatever comes through the bank feed. Nobody with a CPA's eye looks at whether it's right.
You Still Don't Know If You're Winning.
You get a P&L, but it doesn't show which work makes money, what you can afford or what to change.
A Once-a-Year Accountant Sees Your Books Once. We See Them Every Month.
Here's what a year with Mashbooks looks like next to a once-a-year setup.
We'll Give You Monthly Numbers You Can Make Decisions On
Moji, a CPA trained as an auditor, closes and reviews your books every month. Your tax plan runs on those same reviewed numbers, so hiring, pricing and buying decisions stop being guesses.
A close report you can actually read.
At the end of every month, you get books that are reconciled, reviewed by a CPA and closed. Plus statements that show where your money went and what you kept.
Month close
Typical Bookkeepers Forget to Check the Work, Leaving You Guessing on the Decisions That Matter
Mashbooks Monthly Accounting
Typical bookkeeping
Settling for Unchecked Books Can Lead to Decisions You Can't Undo
Books that get entered but never reviewed look fine until a lender, the IRS or a big decision puts them to the test.
A Small Error Becomes a Big Call.
Some bookkeepers don't review what they enter, leaving one miscategorized expense to flow into your pricing, hiring and tax return.
Loan Applications That Stall.
Some bookkeepers don't keep statements ready for a lender, leaving you scrambling when the bank asks for financials.
Tax Moves You Hear About Too Late.
Some providers don't connect the books to tax planning, leaving deductions on the table after December 31.
Busier Every Year, Not Richer.
Some accountants don't track profit by the kind of work you do, leaving you growing revenue without keeping more of it.
Ready to Open Your Reports and Actually Know Where You Stand?
Here's what a monthly rhythm with our team makes possible.
Decisions You Can Stand Behind.
Your numbers are reviewed before the month closes, so you can hire, buy or raise prices knowing the figures hold up.
No April Surprises.
Your quarterly estimates come from current books, so you can set money aside instead of scrambling at filing time.
Reports That Show What's Working.
Your books are organized around how your business earns, so you can see which work pays and put your effort there.
Your Evenings Back.
We take the bookkeeping off your plate, so you can spend nights with your family instead of your receipts.
What your free review covers.
One pageExactly What You Get With Monthly Accounting
One flat monthly price, so you never get an hourly surprise.
Every Month
Transactions categorized and codedEvery bank, credit card and loan account reconciledCPA review of every account before the month closesMonthly financial statements: profit and loss and balance sheetPlain-English answers to your questions
Every Quarter
Estimated tax payment calculationsA short tax check-in
Every Year
A tax planning meeting before December 31
Add-Ons
Payroll through GustoBill pay and invoicing (AP/AR)Getting Started Takes Four Simple Steps
Book Your Free Review.
We look at your books and last year's return, then send a one-page summary.
Get Your Flat Monthly Price.
We send a clear proposal through our secure client portal, so you know exactly what's included.
Get Caught Up.
If you're behind, we clean things up first, so your first monthly close starts from accurate books.
Settle Into Your Monthly Rhythm.
Books closed and reviewed every month, taxes checked every quarter and planned before year end.
Is Monthly Accounting Right for You?
You're probably a great fit if any of these sound familiar.
Questions About Monthly Accounting? We've Got Answers.
What owners want to know before handing over the books.
Call (469) 712-4199Bookkeeping records your transactions. Our Monthly Accounting also reconciles and reviews every account each month, plans your taxes and keeps your books ready for a lender. It's bookkeeping with a CPA checking the work.
Yes. Moji is a QuickBooks Online ProAdvisor. If you're on something else, we'll talk through whether moving makes sense during your free review.
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Serving McKinney, Allen, Frisco, Plano, Prosper, Melissa, Anna, Richardson, Garland, Denton, Dallas and business owners nationwide.
Get Monthly Numbers You Can Trust. Book Your Free Review Today.
We'll look at your books and last year's return, and you'll get a one-page summary of what's working and what to fix first.