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sierrabackoffice.com

Bookkeeping support for small businesses

Your Books, Closed Every Month.

You handle almost everything yourself. We take the heavy bookkeeping work off your plate—keeping QuickBooks Online current, reconciling your accounts, and delivering clear monthly reports.

15-minute call · No credit card required

Monthly reconciliations Human reviewed Clear scope
A formally dressed bookkeeping advisor reviewing business information with small-business clients
✓
Monthly close Reviewed & ready

Sound familiar?

Stop spending your weekends doing QuickBooks.

You’re used to solving things yourself. But bookkeeping shouldn’t steal your nights and weekends. We give you a hand with the heavy number work, so you can stay focused on the business you built.

Receipts everywhere

Tired of tracking down paperwork?

Accounts don’t match

Not sure your records are reconciled?

Unclear numbers

Want to know where your business stands?

A simple rhythm

Here’s how we take bookkeeping off your plate.

01

Books Cleanup

We review the state of your books, identify outstanding issues, and define the cleanup scope with you.

Separate, one-time project
02

Monthly Close

Each month, we categorize transactions, reconcile the agreed accounts, and prepare your Profit & Loss report.

Your recurring service
03

CPA Handoff

We organize your year-end records into a clear package for your tax preparer.

A cleaner year-end

Smart process, careful review

Technology helps. People review the work.

We use technology to support routine bookkeeping tasks, with human review of the records and reports before delivery.

Connected records
Organized monthly
Human reviewed

Draft pricing for review

Simple monthly pricing. Clear scope.

The Basics

$350/month

For solo owners with 1 entity and 1–2 bank accounts.

  • QuickBooks Online management
  • Monthly reconciliations for agreed accounts
  • Profit & Loss reporting
  • Year-end package for your tax preparer

The Pro

$800+/month

For multi-entity, inventory, or high-volume businesses.

  • QuickBooks Online management
  • Monthly reconciliations for agreed accounts
  • Profit & Loss reporting
  • Year-end package for your tax preparer

One-time setup: New QuickBooks account setup is $100, subject to scope.

Final plan fit and scope are confirmed after reviewing your business. Historical cleanup is scoped separately from monthly bookkeeping.

The practical details

Questions, answered.

Still unsure? A free 15-minute review is the fastest way to see if we’re a fit.

Do I need to use QuickBooks Online?

QuickBooks Online is our preferred platform. If you don’t have an account yet, we can help set it up for the one-time setup fee shown above.

Do you prepare or file my taxes?

No. Done Books provides bookkeeping and accounting organization. We are not a CPA firm and do not prepare or file tax returns. We organize your records for your tax preparer.

What if my books are several months behind?

We’ll review the current state of your books and explain the cleanup scope and next steps.

What happens during the free review?

We’ll have a 15-minute call to understand your business and discuss whether our bookkeeping service is a fit.

Do you manage payroll, inventory, bills, or invoicing?

These services are outside the current scope unless Done Books confirms otherwise during your review.

Your next close can feel different

Ready to get your weekends back?

15-minute call · No credit card required