Services

Monthly bookkeeping, broken down clearly.

Atlas Keeps focuses on the bookkeeping work that keeps small businesses useful, current, and ready for tax season. Every engagement runs inside QuickBooks Online — that is the only platform we work in. No payroll. No tax prep. No vague advisory package.

01 - Monthly close

Books closed by the 10th.

Every transaction is classified to your chart of accounts. Bank, credit card, loan, and merchant accounts are reconciled. You get monthly financial statements and a short list of open questions instead of a spreadsheet dump.

02 - Cleanup and catchup

Fix the inherited mess first.

If the books are behind or unreliable, cleanup is scoped separately before monthly service starts. That can include chart-of-accounts cleanup, old reconciliation gaps, suspense balances, duplicate vendors, and misclassified owner activity.

03 - Reconciliations

Every account matched to source records.

Bank accounts, credit cards, payment processors, loans, and inter-account transfers are reconciled against statements or source activity. Variances are surfaced instead of hidden in plug entries.

04 - Reporting

Financials you can actually read.

Monthly P&L, balance sheet, and cash summary are delivered with plain notes on meaningful changes, open items, and anything that needs owner input before the next close.

05 - Year-end handoff

Cleaner records for your tax preparer.

Year-end support can include reconciled reports, trial balance, 1099 data, adjusting-journal support, and organized records so filing season does not start with reconstructing the year.

Not included
Payroll processingTax preparationAudit attestationFractional CFO work
Next step

Need to know where your books stand?

Send the current state and get a practical response about scope, cleanup, and monthly close fit.