Monthly Bookkeeping Most popular
Your transactions categorized, every account reconciled, and a monthly report with a short summary of what changed and what to watch.
From $300per month
Bookkeeping for growth-minded business owners
Your books, handled. Your time, back.
Clean, current books and a clear picture of how your business is performing. You focus on growth. We take care of the numbers.
QuickBooks Online Certified ProAdvisor
Sound familiar?
You didn't start a business to chase receipts.
Your books are behind
Months of transactions sit uncategorized, and the gap grows wider every week.
Your numbers lack clarity
Revenue is coming in, but true profit and cash flow remain hard to see.
Tax season brings stress
Each year ends with a search for statements and a long list of questions from your CPA.
Services
Start where you are. We'll take it from there.
Many clients begin with a cleanup or a fresh QuickBooks setup, then stay for monthly bookkeeping.
Cleanup & Catch-Up
Behind by a few months or a few years? We review your books first, then bring them current and reconcile them to your statements.
Custom quoteafter a free review
Trust Account Bookkeeping
Careful, documented records for your trust accounts, kept cleanly separate and ready whenever they need to be reviewed.
Custom quotebased on accounts and activity
QuickBooks Setup
Your QuickBooks Online file built right from day one, with accounts, bank feeds, and rules that fit how your business operates.
Custom quotebased on your accounts
Clear pricing, no guesswork. You'll see the plan and the estimate before work begins, and if we find something unexpected in your books, we'll talk it through with you first.
What changes for you
Life with books you can trust.
You know where you stand
Open your monthly report and see exactly what you earned, what you spent, and where your cash is going.
You decide with confidence
Hiring, pricing, expansion, a second location. Every major decision rests on accurate, current numbers.
Tax season runs smoothly
Your CPA receives clean, organized books, so filing is faster and far less stressful.
Your time returns to what matters
Evenings and weekends belong to your customers, your team, and your family again.
Your bookkeeper
A dedicated point of contact. Your books are managed by Trevor Blackburn, QuickBooks Online Certified ProAdvisor, who works directly with you from the first conversation through every month-end close.
How it works
Getting started is simple.
A free 30-minute call
A conversation about your business, your goals, and the current state of your books.
A review and a clear proposal
We look at your books and send you a plan and pricing in writing, so you know what to expect from the start.
Your books, handled
Each month your accounts are reconciled and your report is delivered, with direct access whenever questions arise.
Let's talk
Ready to finally relax about your books?
Book a free 30-minute call. We'll review where things stand and identify what would serve your business best.
Book a free 30-minute call
Email trevor@sagebrookledger.com
Phone 831-737-8090
Based in the Sierra foothills. Serving clients locally and nationwide.