Bookkeeping & Monthly Close
Accurate categorization, reconciliations, and month-end close so you always have a clean set of books.
- Bank & credit card reconciliations
- Monthly P&L, Balance Sheet, Cash Flow
- Variance & trend review
Lead Accountants • Take Charge
Take charge of your numbers.
Grow with confidence.
We handle your bookkeeping, cleanups, monthly close, and fractional CFO support so you always know where you stand and what to do next.
- QuickBooks Desktop & Online
- Operator-minded guidance
- Clear, timely reports
Your finance partner, not just a bookkeeper.
- Clean, current books so tax time is painless.
- Monthly close process that investors and lenders trust.
- Cashflow visibility so you can plan hiring, debt, and growth.
What we do
Everything you need to stay compliant, understand your numbers, and make better decisions.
Cleanup & Catch-Up
Behind on bookkeeping? We specialize in detailed cleanups for tax filings, financing, and investor needs.
- Historical transaction cleanup
- Chart of accounts optimization
- Sales tax & liability review
Payroll & Sales Tax Support
Setups and coordination with your payroll & tax tools so compliance doesn’t slow you down.
- Payroll mapping into your books
- Sales & occupancy tax support
- 1099 and year-end coordination
Fractional CFO
Forward-looking support for founders who want more than bookkeeping.
- Budgets & forecasts
- Cash runway & scenario planning
- Pricing & margin analysis
Who we help
We work best with owner-operators who value clarity, speed, and grown-up financials.
Auto rentals & fleets
E-commerce & DTC
Health & wellness
Hospitality & short-term rentals
Professional services
Local retail
Real estate & property companies
Case studies & sample clients
A few examples of how we support operator-led businesses.
Auto rentals & fleets
From 3 to 20+ vehicles with clean books
Built a multi-entity, multi-location bookkeeping system that keeps vehicles, loans, and platform payouts reconciled every month—so the owner can focus on utilization and pricing instead of spreadsheets.
Real estate holdings
Property-level P&L for smarter decisions
Implemented property-level tracking across short-term rentals and long-term holdings, giving ownership clarity on which assets to keep, refinance, or sell based on real performance.
E-commerce brand
SKU-level margin and cashflow visibility
Cleaned up historical books, mapped COGS correctly, and set up monthly reporting so the founder could see which products actually drive profit after ads, fees, and returns.
Flat rate monthly packages
Simple, transparent pricing with optional annual prepay savings.
Essentials
$150/mo
Annual prepay: $1,620/yr (save $180)
- For solopreneurs or side businesses (< 30 transactions/mo)
- Quarterly reconciliation & expense categorization
- Basic P&L report
- Email support
- Up to 2.5 hrs/month included
Starter
$600/mo
Annual prepay: $6,480/yr (save $720)
- For small businesses (< 100 transactions/mo)
- Monthly reconciliations
- Expense & income categorization
- Monthly financial reports (P&L, Balance Sheet)
- Priority email support
- Up to 10 hrs/month included
Growth
$1,200/mo
Annual prepay: $12,960/yr (save $1,440)
- For small to mid-sized businesses (100–300 transactions/mo)
- Everything in Starter
- Vendor & bill management
- Payroll journal entries
- Trend & variance reports
- Up to 20 hrs/month included
Best for complex setups
Business Pro
$1,800/mo
Annual prepay: $19,440/yr (save $2,160)
- For established businesses (300+ transactions/mo or multiple entities)
- Everything in Growth
- Sales tax filing support
- Custom reporting & KPIs
- CPA / tax-prep coordination
- Up to 30 hrs/month included
Add-ons: Catch-up / cleanup $95/hr (project-based) • Controller / advisory $125/hr.
Pricing FAQs
Do you work with my industry?
Most likely, yes. We work with auto rentals & fleets, e-commerce, health & wellness, hospitality & short-term rentals, professional services, local retail, and real estate companies. If you don’t see your industry listed, reach out and we’ll confirm fit on a quick intro call.
What counts as a “transaction”?
A transaction is any line item that hits your bank, credit card, payment processor, or POS feed that needs to be categorized in your books. We look at total monthly volume across connected accounts.
What happens if I exceed my included hours?
If your monthly work regularly exceeds the included hours for your plan, we’ll flag it and discuss whether to adjust scope, move you to a higher package, or bill occasional overages at our hourly rate.
Can I switch plans later?
Yes. You can move up or down a plan as your business changes. We’ll typically review scope together after a quarter of working together to make sure you’re on the best fit.
What’s the commitment?
Month-to-month for standard monthly packages. Annual prepay locks in preferred pricing for 12 months and is non-refundable once work begins.
About Lead Accountants
Lead Accountants exists to help owners take charge of their finances without drowning in spreadsheets. We blend operator experience with strong accounting fundamentals so you get clean books and practical guidance—not just reports.
- Experienced with multi-entity, multi-location setups
- QuickBooks Desktop & Online, plus app integrations
- Documented SOPs to keep everything consistent
“Numbers aren’t just history—they’re a steering wheel. Our job is to put that wheel back in your hands.”
— Lead AccountantsGet a free consultation
Share a few details and we’ll follow up with next steps and a recommended plan.
Why clients work with us
- We speak both “operator” and “accountant.”
- We’re proactive, not reactive.
- Our goal is to make decisions easier, not harder.