Monthly books, done. Year-end ready for tax filing.
Most US small businesses do not have a bookkeeper. They should. Bookkeeping is the foundation of tax filing, SBA loans, investor diligence, and S-Corp election analysis. We coordinate through partner bookkeepers so you have monthly books without the price of an enterprise accounting firm.
How it works Connect once, books done forever.
Monthly cadence, partner-delivered.
Connect accounts
Bank, Stripe, Shopify, QuickBooks (if you have one). Read-only OAuth; we never move money.
Bookkeeper takes over
Within 5 business days your dedicated bookkeeper has your prior 3 months reconciled and a clean starting point.
Monthly delivery
By the 10th of each month: P&L, Balance Sheet, and any questions for you. Year-end: tax-ready packet.
Year-end handoff
Your books arrive at the tax CPA already organized. No "books cleanup" surprise scope.
Monthly books + year-end ready. In full.
Monthly P&L + Balance Sheet
Delivered by the 10th of each month for the prior month. Auto-reconciled to bank + Stripe + Shopify.
Categorized transactions
Every transaction reviewed and categorized. Questions sent to you in batched monthly check-ins, not weekly noise.
Year-end ready for tax
Your books arrive at the tax-filing CPA already organized. No "books cleanup" surprise scope.
Quarterly tax-strategy check
Once per quarter the bookkeeper flags items the tax CPA will want to know about (large equipment purchases, mileage, home office).
Investor-ready financials
When you raise, we deliver clean monthly statements going back 12+ months. No data-room rush job.
Integrated with File.Business
Books feed into Compliance Score and tax filing service. One platform, one workflow.
Monthly pricing by transaction volume.
Pricing tracks your monthly transaction count. No surprise tier upgrades.
Starter
- Monthly P&L + Balance Sheet
- Bank + Stripe reconciliation
- Categorized transactions
- Year-end ready for tax
- Email support
Growth
- Everything in Starter
- Quarterly strategy check
- Multi-account reconciliation (Stripe + Shopify + bank)
- Custom chart of accounts
- Live chat support
Scale
- Everything in Growth
- Multi-entity consolidation
- Inventory reconciliation
- Class / department-level reporting
- Dedicated bookkeeper
About bookkeeping.
Who does the actual bookkeeping?
Can I keep my current bookkeeper?
What software do you use?
What happens at tax time?
Can I cancel any time?
Do you handle inventory or COGS?
The File.Business Promise
If we miss a filing deadline on a service you pay us to manage, we pay the state penalty. If you change your mind in the first 60 days, we refund our service fee in full. Your data stays yours, always.
Get a bookkeeping quote in 2 minutes.
Connect your bank read-only and we tell you your monthly transaction volume + price. Free, no signup.
220,000 founders, every kind of business.
One platform for one business, or ten.
Multi-entity dashboard at no extra charge. International founders supported with ITIN, EIN-via-SS-4-fax, and partner banking. The platform scales with you.