A month of customer payments, subscriptions and expenses adds up quickly. Routinebooks handles the recurring bookkeeping so you can see what your business earns without spending your evenings sorting transactions.
Free review. Clear next steps. No obligation.
We categorize business transactions so the records reflect what money came in and where it went. When an item needs an explanation, we ask you rather than leave an assumption in the books. You stay involved in the questions that need your knowledge of the business.
Reconciliation checks the bookkeeping against account statements. It helps surface missing entries, duplicates and differences that need attention. We agree which accounts are included and what records we need before work begins.
Your monthly financial reports bring the bookkeeping together. Review income, expenses and the resulting profit or loss, then ask about the figures you need to understand. We’ll explain the reporting included in your scope and how it will be shared.
Tell us about your accounts, current software and how you collect receipts and other records.
We explain the accounts, reporting, responsibilities and price before you decide.
Provide the agreed information, answer transaction questions and review the monthly reports with us.
Consultants, online stores, local shops and other service businesses can all build up routine bookkeeping work. On the Books Review, we check your workflow and any specific reporting needs to confirm whether we can support your setup. If earlier months need attention, we’ll discuss catch-up work separately.
You remain responsible for supplying the agreed records and explaining transactions when needed. We agree how to share information and who handles each part of the monthly workflow.
We can review the backlog first. Catch-up or cleanup work may be needed before recurring bookkeeping makes sense; its scope and price are agreed separately.
This page covers bookkeeping and reporting. It does not include US tax return preparation, tax advice or payroll processing. We can discuss the records your tax preparer needs.
We review your current tools before recommending a way to work together. You don’t need to switch software or share account access to book the review.
Tell us what you’re handling now. We’ll explain what we can take on and what we’ll need from you.
You decide whether to move forward after the free Books Review.