Monthly bookkeeping
A flat monthly plan based on how many transactions you have. Every month, your books are reconciled, closed and reported.
- Categorization and reconciliations
- Monthly P&L and balance sheet
- Year-end tax-ready package
Bookkeeping · North Texas · Serving businesses nationwide
Flat-rate monthly bookkeeping for trades and growing small businesses. Your books are reconciled, closed and ready every month, so you can see what your business is really earning.
Sound familiar?
I'm months behind and don't know where to start.
We catch you up first. A fixed-price cleanup gets your books current before monthly service begins.
We're busy, but I can't tell which jobs actually make money.
We show you by job. Job costing breaks out profit by job, crew or service line.
Tax season is a scramble every single year.
Your year-end is ready. Books close monthly, so your CPA gets a clean, tax-ready package.
Services
A flat monthly plan based on how many transactions you have. Every month, your books are reconciled, closed and reported.
Behind by a few months or a few years? We review your books, give you a fixed quote, and get you current.
Built for contractors and service businesses that need to know where the money is made and what's owed to the state.
Hand off the back-office work, or get every location's books, and the combined picture, in one place.
Built for the trades
Trade businesses don't fit generic bookkeeping. Jobs run across months, crews move between projects, and Texas sales tax depends on the type of work. We set up your books around how you actually operate.
See which jobs, crews and service lines make money, and which ones quietly don't.
Work-in-progress reporting shows where each project stands financially before it closes.
We file your returns and review which jobs are taxable and which aren't, so you're not over- or under-paying.
How it works
We talk through your business, your software and where your books stand today.
For $350, we review your books and give you a fixed cleanup quote. The fee is credited if you go ahead.
We catch your books up to date at the price we quoted, before monthly service begins.
Every month we reconcile, close and send your reports, for one flat price.
Every plan includes
No hourly billing surprises. Every plan covers the core work, and anything extra is only done with your approval.
Simple pricing
Foundations
$500 / month
Growth
$825 / month
Scale
$1,350 / month
About
I started Steward & Brighten to give small business owners what I kept seeing them go without: books they can trust and numbers they can actually use.
My background is in banking and credit union operations, where reconciling accounts to the penny was the job every day. I've since run full-cycle books for small businesses in QuickBooks Online, including cleanup projects on books that had been neglected for months.
I'm based in North Texas and work with business owners nationwide. When you work with Steward & Brighten, you know exactly who is handling your books.
Questions
We work in QuickBooks Online or Xero. If you're already on one of them, you stay on it. Your business keeps its own subscription, so your books always stay yours.
Yes, that's what the cleanup service is for. Start with a $350 diagnostic review and you'll get a fixed price to catch everything up. The $350 is credited toward the cleanup if you go ahead.
No. Service starts with a 90-day initial term, then goes month-to-month. You can cancel with 30 days' notice.
We keep your books closed and accurate all year and hand your CPA or tax preparer a tax-ready package at year-end. We also handle Texas sales tax filing as an add-on.
By your average monthly transactions, meaning the lines on your bank and credit card statements. Extra bank or card accounts are $60/month each and never move you to a higher plan. See full pricing.
Get started
Tell me a little about your business and where your books stand. We'll find the right plan, with no guesswork about what you'll pay.