MONTHLY SUPPORT
Monthly Bookkeeping
Transaction categorization, account reconciliations, and agreed-upon monthly reports based on your records and service plan.
Discuss your needs →BOOKKEEPING SUPPORT FOR BUSY BUSINESS OWNERS
Stop guessing.
Start knowing your numbers.
You built the business. You shouldn't have to spend your nights fixing the books. CERTALION provides monthly bookkeeping, bookkeeping cleanup, and QuickBooks support for small businesses. We help organize financial records and prepare reports within an agreed service scope.
Bookkeeping · QuickBooks Consulting · Cleanup · Workshops · Se habla español
Understand your numbersMonthly reports you can use
Get your time backLess time untangling transactions
Make informed decisionsClarity across jobs, costs, and cash
BUILT FOR GROWING BUSINESSES · PLUMBING · HVAC · ELECTRICAL · LANDSCAPING · PROFESSIONAL SERVICES · TIKTOK SHOP · AMAZON SELLERS · SHOPIFY STORES
How we help
Less bookkeeping stress.
More control over your business.
Spend less time sorting transactions and more time running your business. We discuss your bookkeeping needs and propose a defined scope of support.
CLEANUP SPECIALISTS
Bookkeeping Cleanup
Months behind? Duplicate transactions? Reports that don't match your bank? We can review your bookkeeping needs and discuss an appropriate cleanup scope.
Get organized →QUICKBOOKS CONSULTING
Make QuickBooks Work for You
Support with QuickBooks transaction organization, chart-of-accounts setup, reconciliations, and bookkeeping workflows, based on your needs.
Talk QuickBooks →BUSINESS INSIGHTS
Financial Reporting
Preparation and explanation of bookkeeping reports covering recorded financial activity, as included in your agreed service scope.
Improve visibility →BUSINESS SETUP
Business Formation Coordination
Administrative assistance with organizing formation documents, coordinating filing steps, and maintaining business records. Legal and tax decisions remain with the business owner and qualified advisors.
Explore next steps →Who we serve
Bookkeeping for people who run real businesses.
Bookkeeping support for home-service businesses—including plumbing, HVAC, electrical, and landscaping—and online sellers using TikTok Shop, Amazon, or Shopify. We help organize financial records and prepare useful bookkeeping information for business owners and their professional advisors.
PlumbingHVACElectricalLandscapingMoving CompaniesCleaning ServicesGeneral ContractorsRoofingPainting ContractorsPest ControlAuto RepairProperty ManagementRetail & E-commerceTikTok Shop SellersAmazon SellersShopify StoresProfessional ServicesHome RemodelingPlumbingHVACElectricalLandscapingMoving CompaniesCleaning ServicesGeneral ContractorsRoofingPainting ContractorsPest ControlAuto RepairProperty ManagementRetail & E-commerceTikTok Shop SellersAmazon SellersShopify StoresProfessional ServicesHome Remodeling
PRACTICAL BUSINESS WORKSHOPS
Practical workshops for business owners & their teams.
Learn how to read financial reports, organize daily paperwork, understand expenses, and use QuickBooks more confidently. Practical learning opportunities for business owners, office managers, and administrative teams interested in bookkeeping, QuickBooks, and everyday business workflows.
- Understand cash flow, profit, and essential reports
- Build better invoice, receipt, and expense routines
- Train your team on everyday bookkeeping and administrative workflows, business process improvement, AI and productivity tools, team leadership and accountability, financial awareness, and internal controls.
THE MONTHLY NUMBERS CHALLENGE
Do you know these 10 numbers about your business every month?
Busy doesn't always mean profitable. Organized bookkeeping records can help you review your business's recorded financial activity. How many of these can you answer without guessing?
01 · Cash flowIs cash coming in fast enough to cover what's going out?
02 · Net profit marginHow much of your revenue remains after expenses?
03 · Direct costsWhat do your jobs, services, or products really cost?
04 · Outstanding invoicesHow much are customers still expected to pay?
05 · Bills coming dueWhat do you owe vendors, and when is payment due?
06 · Gross profit marginWhat's left after direct costs, before overhead?
07 · Operating expensesHow much does it cost to keep the business running?
08 · Monthly revenue trendAre sales growing, declining, or staying flat?
09 · Break-even salesHow much revenue do you need to cover costs?
10 · Cash runwayHow long could available cash cover upcoming spending?
Sell on TikTok Shop, Amazon, Shopify, or another online store?
Also track inventory turnover (how quickly products sell and are replaced), sell-through rate (the share of available units sold), and profit per product after marketplace fees, advertising, shipping, and returns. These numbers help you see what's selling—and what's actually making money.
CERTALION can help organize the bookkeeping records behind many of these metrics and explain agreed-upon reports. Some measures require additional information or analysis beyond routine bookkeeping.
Ready to understand your numbers with more confidence? Let’s talk about your business.
I NEED HELP — BOOK MY FREE CONSULTATION →People behind the numbers
Experienced People. A Modern Approach.
CERTALION combines practical bookkeeping experience with cloud-based accounting tools to help small businesses organize financial records, maintain bookkeeping workflows, and access agreed-upon reports. We believe technology should support the people behind the numbers—not replace personal attention.
Serving clients nationwide. English and Spanish support for you and your team.
PERSONAL SUPPORT
More clarity. Less bookkeeping stress.
A practical team focused on understandable reports, reliable records, and business-owner questions.
How it works
Three steps toward clearer books.
STEP 01
Tell us what's not working
Share your current bookkeeping system, transaction volume, and biggest headaches.
STEP 02
Get a scoped plan
We discuss your needs and propose services, responsibilities, and pricing for your review.
STEP 03
Agree on your bookkeeping support
Confirm the services, responsibilities, and reporting arrangements appropriate for your business.
Transparent starting points
Bookkeeping plans that can grow with you.
Explore monthly bookkeeping options based on your transaction volume, accounts, complexity, and reporting needs. We confirm the scope and final quote during consultation.
ESSENTIALS
Get Organized
$249 / month · starting at
For straightforward, low-volume bookkeeping needs.
- Basic transaction categorization
- Limited account reconciliation
- Agreed-upon basic monthly reports
MOST RELEVANT FOR GROWING TEAMS
Growth
$499 / month · starting at
For active businesses that need consistent monthly visibility.
- Monthly bookkeeping and reconciliations
- Profit-and-loss and balance-sheet reporting
- Monthly review and issue tracking
MORE COMPLEX OPERATIONS
Premium
$899 / month · starting at
For higher-volume businesses needing additional reporting support.
- More complex bookkeeping workflows
- Additional reporting options by agreement
- Scheduled bookkeeping review and follow-up
Starting prices are estimates. Final pricing depends on your business needs. Bookkeeping cleanup, software subscriptions, payroll services, third-party tax preparation, and specialized integrations are not included in the listed starting prices and, if requested, are quoted separately.
Free owner resource
How healthy are your business finances?
If you're making decisions by checking your bank balance, you're missing part of the picture. Our free Business Financial Health Checklist helps you spot bookkeeping gaps in minutes.
- Know whether your accounts are reconciled
- Check if your records support useful reports
- Spot warning signs before they grow
FREE CHECKLIST
10 questions every business owner should answer
Quick, practical, and designed for busy owners. Includes a self-assessment and suggested next steps.
Preview the checklist →Workshops & free business resources
Learn something useful. Put it to work.
Read practical bookkeeping guides without giving us your email. When you want more help, explore a related workshop or request a consultation.
OWNER GUIDE
Is Bookkeeping Taking Too Much of Your Time?
Five signs it may be time to outsource bookkeeping as your business grows.
READ ARTICLE →OWNER GUIDE
Why Does QuickBooks Not Match My Bank Statement?
Common reasons your QuickBooks records and bank statements differ—and what reconciliation involves.
READ ARTICLE →OWNER GUIDE
Bookkeeping for TikTok Shop, Amazon, and Shopify Sellers
How marketplace fees, refunds, and payouts affect bookkeeping for online sellers.
READ ARTICLE →Keep learning
Interested in a future workshop?
Tell us which business topic interests you. We can let you know if registration opens for a related CERTALION session.
Joining a waitlist does not reserve a seat or guarantee a workshop date.
Questions
Bookkeeping questions, answered.
What does a monthly bookkeeping service include?
Monthly bookkeeping typically involves organizing and categorizing financial transactions, reconciling accounts, maintaining bookkeeping records, and preparing financial reports. At CERTALION, the specific services and reports are determined by your business needs and agreed service plan.
How much does monthly bookkeeping cost for a small business?
Bookkeeping costs depend on factors such as transaction volume, number of accounts, recordkeeping complexity, and the services required. CERTALION offers monthly bookkeeping plans starting at $249, with additional options for businesses needing more support. Final pricing and included services are confirmed before work begins.
Do I still need a bookkeeper if I already use QuickBooks?
QuickBooks helps you record and organize financial transactions, but software alone doesn't ensure that every transaction is categorized correctly or that accounts are reconciled. A bookkeeper can help maintain your records, identify items that need attention, and prepare bookkeeping reports. CERTALION offers QuickBooks support based on your business needs.
My bookkeeping is months behind. Can CERTALION help me catch up?
Yes. CERTALION offers bookkeeping cleanup services for businesses with incomplete or outdated records. We can discuss your current bookkeeping situation and determine an appropriate scope of work. The cost and estimated timeline depend on the condition of your records, transaction volume, and information available.
How often should my bookkeeping records be updated?
Many businesses benefit from maintaining their bookkeeping records regularly rather than waiting until tax season. The appropriate frequency depends on transaction volume, business activity, and reporting needs. CERTALION's bookkeeping services, update frequency, and reporting arrangements are established in each client's service agreement.
What documents do I need to provide to my bookkeeper?
Common documents include business bank and credit card statements, invoices, receipts, loan statements, and records of business income and expenses. The specific information needed depends on your business and bookkeeping systems. CERTALION can explain which records are relevant to the services you request.
Why doesn't my QuickBooks balance match my bank statement?
Differences can occur because of missing or duplicate transactions, uncleared payments, incorrect entries, or transactions recorded in different periods. Bank reconciliation is the process of comparing bookkeeping records with bank activity and investigating differences. CERTALION offers account reconciliation support as part of its bookkeeping services, depending on the agreed scope.
Can CERTALION help with bookkeeping for TikTok Shop, Amazon, or Shopify?
Yes. Online sellers often manage sales, refunds, marketplace fees, and payouts across multiple platforms. CERTALION can help organize available transaction records and discuss reconciliation and bookkeeping reporting needs for businesses selling through TikTok Shop, Amazon, Shopify, and other online channels. The services available depend on your systems and agreed scope.
Is it safe to give an outsourced bookkeeper access to my financial information?
Sharing financial information with an outside service provider requires appropriate precautions. Business owners should understand what information will be shared, what access is necessary, and how permissions can be managed. CERTALION can discuss information-sharing and access requirements during onboarding so you can evaluate the proposed arrangements before authorizing access.
Can CERTALION help organize my bookkeeping records for my CPA or a business loan application?
Yes. Organized bookkeeping records can be useful when working with a tax professional or preparing information requested by a lender. CERTALION can help organize financial transactions and prepare bookkeeping reports within the agreed service scope. Your CPA, tax professional, or lender determines which documents and additional services are required for your specific situation.
Let's talk
Your books should help you run your business.
Tell us where you're stuck and we'll follow up about a possible bookkeeping consultation.
Texas-based · Serving businesses nationwide · Hablamos Español