Service
Bookkeeping that is current every week, not every month.
Outsourced bookkeeping from ProvenCFO means transactions coded weekly, every account reconciled, and a monthly close with AR and AP agings you can act on. Built on QuickBooks Online or Xero, with BILL, Ramp and Gusto connected so the data arrives on its own.
From $400 a month
What you get, and when
| Deliverable | Cadence | Format |
|---|---|---|
| Transaction coding, by customer, project or class | Weekly | In your QuickBooks Online or Xero |
| Bank, credit card and loan reconciliations | Monthly, by the 10th business day | Reconciliation reports in the ledger |
| Monthly close: P&L, balance sheet, cash flow | Monthly | PDF package plus live ledger |
| AR aging and AP aging | Monthly, weekly on request | Report with notes on anything over 60 days |
| Sales tax filings and 1099s | As due | Filed, with confirmations |
| Questions on uncoded items | Weekly | One short list, answered in our client portal |
| Email support | Within 24 business hours | Named bookkeeper and controller |
Is this the right level?
- You run the numbers yourself and want them right, on time, every month.
- A bookkeeper left, or the current one is behind and you are tired of chasing.
- Your CPA sends a cleanup list every spring and the return is late every year.
- You want AP, payroll and sales tax handled on a system, with you approving, not entering.
How onboarding runs
Access and scope
View-only bank and card access, ledger admin, a list of what is behind. We confirm the monthly price in writing.
Catch up and standardize
Clean the chart of accounts, reconcile every open month, connect BILL, Ramp and Gusto.
First standard close
Books current weekly. First close by the 10th business day with agings and a short note on what to watch.
Questions
What software do you use?
QuickBooks Online and Xero for the ledger. BILL for bills and approvals, Ramp for cards and expenses, Gusto for payroll. We are a QuickBooks ProAdvisor Platinum firm and a Xero, BILL and Gusto partner. We work in your file, which stays yours.
How is weekly bookkeeping different from monthly?
Monthly books are reconstructed after the fact, so the cash position is always a month old. Weekly books mean the 13-week cash forecast and the AR calls run on real numbers. For a company paying $250,000 of bills a month, that difference is the whole point.
Who does the work?
A named bookkeeper on our team does the coding and reconciliations. An American controller reviews every close before it goes to you and is your point of contact.
What does it cost?
From $400 a month for a single entity with a modest transaction count. Price rises with entities, transaction volume, inventory and project accounting. We quote a fixed monthly price after a 20-minute call and a look at the file. See the pricing page.
Can you clean up a mess first?
Yes. Catch-up and cleanup is priced as a one-time project, then the monthly bookkeeping takes over.
Do you do taxes too?
Yes, through licensed CPAs who prepare and sign returns from the books we close. See tax.
Start here
Find out what your numbers are telling you.
A 20-minute call. We look at how your books run today and tell you what we see. Nothing is sold on the call.