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Everything Your Books Need. Nothing You Don't.

Comprehensive financial operations support across the full bookkeeping lifecycle.

Core Bookkeeping and Accounting

  • Day-to-day transaction categorization and general ledger management
  • Monthly bank and credit card reconciliation across all accounts
  • Chart of accounts setup, maintenance, and recurring transaction rules
  • Month-end and year-end close
  • Monthly P and L, Balance Sheet, and Cash Flow Statement

Financial Reporting and Management Insights

  • Monthly management reporting tailored to each client
  • Budget versus actuals reporting and variance analysis
  • Cash flow forecasting and trend summaries
  • Revenue tracking, commission reporting, and operational metrics
  • Lender-specific reporting and covenant compliance documentation
  • Quarterly business review with financial highlights

Accounts Receivable and Accounts Payable

  • Receivables tracking, aging reports, and collection support
  • Invoice processing, vendor payment scheduling, and bill pay
  • Expense recording and vendor management

Audit and Compliance Support

  • Preparation of reconciliation schedules and audit documentation
  • Internal and external audit support
  • Year-end package preparation for tax filing coordination
  • Sales tax filing support and 1099 management

Payroll Coordination

  • Coordination with Gusto and ADP for payroll runs and reconciliation
  • Tip reporting and subcontractor 1099 support
  • Employee expense management and compliance documentation

Technology and Platforms

  • QuickBooks Online, Xero, Sage, and Advanced Excel
  • Bring your own software. We work inside the platform you already use.
  • No software? We set up the right platform for you from day one.
  • NDA with every client and access limited to your assigned team

What You Get Every Month

  • Transaction categorization across all connected accounts
  • Bank and credit card reconciliation to the penny
  • Exception handling and judgment calls resolved
  • Full month-end close process
  • Profit and Loss statement
  • Balance Sheet
  • Cash Flow statement
  • Bookkeeper insights and observations
  • Monthly check-in call or written summary
  • Tax-ready books year-round

How We Compare

ZeroStressBooks compared with software only and a full-time hire
DimensionSoftware OnlyZeroStressBooksFull-Time Hire
Monthly Cost$30 to $80Request a Quote$2,500 to $5,000
Who Does the WorkYouOur teamIn-house hire
Time Required5 to 10 hrs per week15 min per monthManagement overhead
AccuracyDepends on youExpert-reviewed, every monthDepends on hire
Proactive InsightsNoneIncludedVaries
Tax-Ready BooksOnly if done rightEvery single monthOnly if done right
Dedicated BookkeeperNoYesYes
Scales With YouManuallySeamlesslyCostly to scale

Let's scope your books

Tell us about your business and get a proposal within 24 hours.

Get a Custom Quote

+1 469 457 8002 | hello@zerostressbooks.com