Monthly close, books review & cleanup

Bookkeeping for small businesses, done by an accountant.

Northline Finance keeps your books current every month so you can see where your money went and what's coming. I'm Erik, an accountant. I do the work myself or review it personally before it reaches you. I work in QuickBooks Online, Xero, and Stripe.

Get a quote Use the month-end exception checklist

Monthly close from $200/mo, with a fixed price agreed before we start.

Services

Monthly close, or a cleanup first.

Monthly close and books review: from $200/mo

Each month I reconcile your bank, credit card, and Stripe accounts. I categorize transactions, flag anything that looks off, and send you a short summary of the month. The price starts at $200 a month and depends on your workload: how many transactions you have, how many accounts, and whether payroll or inventory is involved. You'll get a fixed monthly price before we start.

One-time cleanup for messy books

If your books are behind, unreconciled, or mixed with personal spending, I'll start with a cleanup project. I take a look first, then quote a fixed price for getting you caught up. Once your books are clean, you can move to the monthly close or stop there.

Tools

QuickBooks Online, Xero, and Stripe. If you use something else, mention it in the form and I'll let you know if I can help.

Free resource

Free month-end close checklist.

Want to check your own close first? Use the month-end close exception checklist.

Open the month-end close exception checklist

Quick cleanup readiness self-check

No email required. Choose four general categories and get a practical next-step list. No amounts, account details, uploads, or free text. Answers stay in this page and disappear on reload.

This is a self-check, not a review of your books, a numerical score, or confirmation that records are correct. It does not provide tax, legal, audit, or assurance advice.

Get a quote

Get a quote.

Tell me a little about your books and I'll reply with a price or a few questions. Please don't send statements, account numbers, tax IDs, or passwords in this form.

Please don't send statements, account numbers, tax IDs, or passwords in this form.

Month-end exception review

Is month-end reporting ready for management use?