Bookkeeping that helps you understand your business.
Accurate, reconciled books every month — and someone to explain what they mean. Basic or advanced, for small and mid-sized businesses.
Sound familiar?
Core Monthly Bookkeeping
Know where you stand
- Recording and categorizing income and expenses
- Bank and credit-card reconciliations
- Monthly financial statements
- Continuity checks and data validation
- Year-end records ready for your tax return
Bookkeeping + Advisory
Understand why
- Everything in basic bookkeeping
- Profitability by service, product, or location
- Revenue and cost-driver analysis
- Budgets and key financial ratios
- A regular review of your numbers with our team
We’ll get you caught up — and keep you there.
Whether you’re three months or three years behind, we’ll assess the condition of your records, tell you what it takes to get current, and then move you onto a monthly routine.
Get my books caught upWe work in QuickBooks Online and QuickBooks Desktop — and we’re comfortable working with other programs too. Already using something else? Just ask.
How onboarding works
- 1 · AssessmentWe review your current records, software, and what you need from your numbers.
- 2 · Clean-up & setupWe fix what needs fixing and set up a chart of accounts that makes sense for you.
- 3 · Monthly rhythmReconciled books and reports each month, with a team leader you can call.
“If you want to learn more about your business finances and future financial planning, Encompass goes the extra mile.”
Bookkeeping FAQs
What’s the difference between basic and advanced?
Basic keeps accurate, reconciled records and statements. Advanced adds analysis — profitability, cost drivers, budgets, and ratios — to help you make decisions.
Do I need a bookkeeper if I have a tax preparer?
You may not need a bookkeeper, but a tax return is only as good as the books behind it. Good books also help you run the business the other 11 months of the year.
How much does bookkeeping cost?
It depends on your transaction volume and the level of service. We’ll give you a clear quote after your assessment — before any work starts.