Clean books, ready for tax time.

Our bookkeeping service includes: transaction categorization for all income and expenses, monthly bank reconciliation, profit & loss statements, balance sheet reports, cash flow statements, expense tracking with category breakdowns, and a year-end tax package ready for your tax preparer. You get clean, organized books without the hassle.

We reconcile your books monthly. This means every transaction from your connected bank account is reviewed, categorized, and matched against your records. Monthly reconciliation catches discrepancies early and ensures your financial statements are always accurate and up-to-date.

You receive three core reports: Profit & Loss (P&L) Statement showing income minus expenses over a period, Balance Sheet showing assets, liabilities, and equity at a point in time, and Cash Flow Statement showing how cash moves in and out of your business. Reports are available monthly in your dashboard.

For most expense categorization, we can work directly from your bank transactions. However, for certain deductions (like business meals or equipment purchases), the IRS may require supporting documentation. We'll request receipts when needed for tax compliance, and you can easily upload them to your dashboard.

We use industry-standard accounting software to manage your books. Your financial data is accessible through your StartGlobal dashboard, and we can export to formats compatible with QuickBooks, Xero, or other platforms if needed. We work with your existing tools rather than forcing you to switch.

Yes. We can grant read-only access to your accountant or tax preparer, or provide exported reports in their preferred format. At year-end, we prepare a complete tax package with all the documents your preparer needs: P&L statement, balance sheet, and categorized expense reports.

We offer catch-up bookkeeping to clean up historical records. Whether your books are a few months or a few years behind, we can organize past transactions and bring everything current. Catch-up work is priced based on the volume of transactions and complexity.

We default to cash basis accounting, which is simpler and what most small LLCs use: income is recorded when received, expenses when paid. However, if your business requires accrual accounting (income recorded when earned, expenses when incurred), we can accommodate that as well.

We track foreign currency transactions and convert them to USD for your books using the exchange rate at the time of transaction. This is important for international founders receiving payments in multiple currencies. We'll note the original currency amounts for your reference.

We integrate with Mercury and most major US banks and financial institutions including Chase, Bank of America, Wells Fargo, and many others. We also connect with payment processors like Stripe and PayPal. If you use a bank we don't directly integrate with, we can work with exported statements.