Books open · ledger live
Bookkeeping · for independents · since 2019

Honest books,
kept by hand,
closed by the seventh.

We are a small bookkeeping practice for sole proprietors, studios, and family-run firms. Every month we close your books, reconcile every line, and hand you a signed packet. No software-as-a-service drama.

SOC 2 Type II AIPB-certified 1,427 clients
monthly_close · march_2026.pdf
signed · A. Pérez-Costa, CPB
Net income · YTD
$184,272.40
vs last year
+12.4%
Operating
$48,210.42+2.1%
Reserves
$112,840.00+0.4%
Tax escrow
$18,427.10−0.0%
Receivable
$24,180.00+8.4%
close · 04 / 07 / 2026 reconciled
Covered in / kept for
Field Notes CapitalPlover & Co. AdvisorsNorthwind CapitalFoundry 47 WealthMercury TreasuryThe Indie BookkeeperCooperage PressMarsh & Quill LLCFerndale StudiosHare + LoomField Notes CapitalPlover & Co. AdvisorsNorthwind CapitalFoundry 47 WealthMercury TreasuryThe Indie BookkeeperCooperage PressMarsh & Quill LLCFerndale StudiosHare + Loom

A small studio for the books of small studios.

No app to install. No dashboard to learn. Just a folder, a signed PDF, and an email from a real human every month.

01 · Reconciliation

Every line, named and dated.

Bank, card, payment processor, payroll, and contractor flows reconciled to source documents. We catch duplicates, mis-categorisations, and the receipts you forgot to send.

Reconciled
98.7%
Error rate
0.04%
Avg close
5.2 days
02 · Compliance

SOC 2 Type II · audited Q4 2025.

Our internal controls, separation of duties, and access logs are reviewed annually by Lattimer & Hoyt CPAs.

03 · Projection

12-month runway, on the fridge.

A simple cash projection in your monthly memo. Print it, stick it on the fridge, panic less.

Services

Three things, done well.

01

Monthly close

Categorised, reconciled and signed off by a human bookkeeper before the 7th of every month.

Fee
from $214 / mo
GAAP · cash or accrual
02

1099 + estimated tax

We track contractor payments, file 1099-NEC, and warn you 14 days before quarterly estimates are due.

Fee
$84 / filing
IRS Form 1099-NEC
03

Year-end packet

Audited P&L, balance sheet, and a tidy folder for your CPA. No more late nights in March.

Fee
$340 flat
audited Q4

A real bookkeeper, or a spreadsheet at midnight.

The work gets done either way. The question is who is awake when it does.

Question
Tally
Spreadsheet at midnight
Reconciled by
Bookkeeper, named
You, at midnight
Close cycle
Monthly, by the 7th
Quarterly, in panic
Audit trail
PDF + signed memo
Email chain
Tax handoff
Folder for your CPA
Forwarded screenshots
Cost
$214 flat / mo
Your time × $0
Client letters
"Tally caught $11,420 in mis-categorised expenses in the first quarter. Pays for itself before the close."
Adelaida Pérez-Costa
Founder, Cooperage Press
$4.27M
books closed YTD
8.42%
avg cost reduction
1,427
active clients
31 yrs
combined experience

Flat fee, signed by a person.

No per-transaction tax. No surprise upsells in March. Cancel any month, keep your data.

Solo

$214
/ mo

One business, up to 80 transactions a month, monthly close, and a real bookkeeper to email.

  • Monthly close by the 7th
  • Up to 80 transactions
  • 1 connected account
  • Email support
Open this account

Studio

most chosen
$418
/ mo

For studios and partnerships. Payroll-aware, contractor tracking, and Q4 audited packet included.

  • Up to 320 transactions
  • Payroll reconciliation
  • 1099-NEC filing for contractors
  • Q4 audited packet
  • Slack channel access
Open this account

Family ledger

$890
/ mo

Multi-entity, household + business. Year-end packet, CPA handoff, signed by a CPB on staff.

  • Up to 3 entities
  • Household + business
  • CPA handoff
  • Signed by CPB
  • Quarterly review call
Open this account
Trust & compliance

The questions our CPAs have answered most.

A named bookkeeper, certified through the AIPB or NACPB, signs every close. We list them on your monthly memo so you know who to email.

Open the books.
Schedule a 20-minute call.

No sales pitch. We'll look at three months of statements, tell you whether we're a fit, and send you a written quote within 48 hours.