Transaction categorization
Sorting each transaction into the right category in your accounting software and keeping bank connections working.
Monthly bookkeeping that keeps your business in the picture.
Casey keeps your transactions categorized and your accounts reconciled, then sends you financial reports each month and meets with you to talk them through.
Who it suits
- Small businesses that want their books kept current without doing it themselves.
- Owners using, or willing to use, QuickBooks Online, QuickBooks Desktop, and Xero.
- Businesses that want someone to explain the numbers, not just produce them.
What Casey handles
Reconciliations
Checking your books against bank and credit card statements — 1 to 9 accounts, depending on the package.
Closing entries and reports
Recording closing journal entries and emailing you financial reports each month.
Package-specific work also includes budgeting (Standard and above), invoicing, a KPI dashboard and revenue projection (Deluxe and above), and accounts payable and receivable (Premium).
What working together looks like each month
- YouKeep bank connections active and share receipts or details Casey asks for.
- CaseyCategorizes transactions and reconciles accounts on your package's schedule.
- CaseySends you any open questions — for example, a payment she can't identify.
- CaseyEmails your monthly financial reports.
- TogetherReview meetings — quarterly on Basic and Standard, monthly on Deluxe and Premium.
What your reports help you understand
Your monthly financial reports show what has actually happened: what came in, what went out, and the balances in your accounts. They look back at completed months.
Some packages add forward-looking tools. Standard and above include an annual budget preparation process. Deluxe and Premium add an annual revenue projection and a KPI tracking dashboard. Premium adds quarterly budget vs. actual reports, which compare results to your budget.
Monthly packages
Basic
$250/month
+ $500 onboarding
Updated monthly · 1 account
Standard
$500/month
+ $1,000 onboarding
Updated monthly · Up to 3 accounts
Deluxe
$1,000/month
+ $2,000 onboarding
Updated bi-weekly · Up to 6 accounts
Premium
$2,500/month
+ $4,500 onboarding
Updated weekly · Up to 9 accounts
Monthly bookkeeping questions
A few things you may be wondering
Make room for running your business.
Tell Casey how your bookkeeping works today