MONTHLY BOOKKEEPING FOR SMALL TO MEDIUM-SIZED BUSINESSES

Your books should tell you what's actually working, not just what happened.

Flat-rate monthly bookkeeping for restaurants, e-commerce, contractors, retail, and service businesses, from single-owner startups to established companies with room to grow. Reconciled accounts, a monthly report that actually makes sense, and one flat rate, with no hourly billing and nothing you have to figure out on your own.

100% virtual, serving Seattle and the surrounding Puget Sound area, and small to medium-sized businesses in all 50 states.

THE MONTHLY SWITCH
WITHOUT PLAINLYBOOKED
Hours on bookkeeping~7/week
Categorizationinconsistent
Deductions caughthit or miss
Accounts reconciledrarely
Tax seasonscramble
becomes
WITH PLAINLYBOOKED
Hours on bookkeeping0/week
Categorizationdone weekly
Deductions caughttracked monthly
Accounts reconciledevery month
Tax seasonalready ready
MONTHLY RATESee below ↓

WHO'S ACTUALLY DOING THE WORK

A QuickBooks-certified bookkeeper who actually knows your business

Hi, I'm Johnathan. I'm the one who actually looks at your books every month, not a name on a website. I spent 8 years in the Navy handling logistics and financials, which is where I first learned that when the numbers are wrong, everything downstream breaks. I bring that same discipline to bookkeeping now, backed by QuickBooks ProAdvisor Level 1 and Level 2 certification, plus Intuit Bookkeeping Trained. The software side isn't a guessing game for me, and I keep that training current as the platform changes.

But the credentials are really just proof of something simpler: I take this seriously, and I want your numbers to be something you can actually trust and understand, not something you just have to hope is right.

PlainlyBooked owner
Intuit Bookkeeping Trained badge, verified via Credly Intuit QuickBooks ProAdvisor Level 1 Certified badge Intuit QuickBooks ProAdvisor Level 2 Certified badge
45%
of small businesses have no bookkeeper or accountant at all
Source: Clutch.co survey
5–10
hours a week owners typically lose to DIY bookkeeping
Source: range across multiple industry surveys
82%
of failed small businesses cite cash flow problems as a factor
Source: U.S. Bank study, widely cited
$0
hidden fees, flat rate, agreed before you sign, never a surprise
Source: PlainlyBooked

WHAT WORKING TOGETHER IS ACTUALLY LIKE

Real service, not a ticket number

Real Responses

Questions get answered by an actual person, usually within one business day, not routed through a support queue.

Fast Turnaround

Reports delivered on schedule, every month, without you having to chase them down or send a reminder.

Reports Built to Help You Grow

Not just numbers. Real insight into what's actually driving or draining your margin, so you can make better decisions with it.

HOW IT WORKS

From "let's talk" to books you can trust

1

Book a free consultation

A 30-minute call about your business and your books. No documents needed to get started.

2

We scope your books

Your rate is based on your actual transaction volume, not a guess or a generic tier.

3

Connect your accounts

Invite us as your accountant in QuickBooks Online, or we help you get set up if you're not on it yet. Books behind? We scope a one-time catch-up or clean-up project first, before ongoing work starts.

4

Ongoing monthly work begins

Weekly categorization, monthly reconciliation, and a report that explains what actually happened, delivered on a predictable schedule.

WHAT IT'S ACTUALLY COSTING YOU

Put a number on your time

Drag the slider to roughly how many hours a week you spend on your own books. The math below updates as you go, with every step shown and nothing hidden.

Hours per week on your own books7
1 hr7 hrs (average owner)15+ hrs
Hours per week 7
× 52 weeks in a year
= Hours spent per year 364
× $50/hour (a conservative estimate of what your time is worth)
= Value of your time this year $18,200
− PlainlyBooked, flat rate (12 × $400/mo)
= What you keep, plus the hours back $12,200

Most owners' time is worth more than $50/hour once you factor in what else they could be doing with it. This is a conservative starting point, not a ceiling.

Get started

BOOKKEEPING SERVICES BY INDUSTRY

Every business tracks money differently. Yours should too.

A restaurant, an online store, and a contractor don't lose money the same way, so treating their books the same way misses exactly the part that matters to each one. Whether you're just starting out or already established, the plan scales with you.

RESTAURANT BOOKKEEPING

Restaurants & Food Service

Thin margins live or die on food cost percentage, tip reporting, and staff turnover in payroll. We track cost of goods sold by category, not just total spend, so you can see exactly where the margin is leaking.

E-COMMERCE BOOKKEEPING

E-Commerce & Online Retail

Multi-channel sales tax, platform fees, and inventory costs get tangled fast across Shopify, Amazon, and Etsy. We reconcile each channel separately, so your real margin per platform is visible instead of buried in one number.

CONTRACTOR BOOKKEEPING

Contractors & Trades

Job costing, tracking what a project actually cost in materials and labor versus what it billed, is where most contractors are flying blind. We track profitability job by job, not just business-wide.

PROFESSIONAL SERVICES BOOKKEEPING

Consultants & Professional Services

Irregular invoicing and quarterly estimated taxes catch service-based businesses off guard every year. We keep your books current so tax time is a formality, not a surprise.

RETAIL BOOKKEEPING

Retail & Local Shops

Shrinkage and seasonal cash flow swings are easy to miss without a monthly look at the numbers. We build reporting that flags both before they turn into a real problem.

DON'T SEE YOUR INDUSTRY?

Small Businesses, Generally

Categorization, reconciliation, and a report you can actually read: that core process fits most small businesses. If yours isn't listed here, just ask on the call.

FREE DOWNLOAD

Not ready to talk yet? Grab our free Monthly Books Checklist.

The 12 monthly tasks every small business should never skip, built for businesses nationwide, from single-owner shops to established companies.

  • Profit and margin checkpoints to protect your bottom line
  • Sales-tax reminders built in
  • A simple month-end close routine we use with clients

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WHAT'S INCLUDED

What's costing you now, and what you get instead

Debit: What's Costing You
Credit: What You Get
Hours spent on manual data entry every week
Weekly transaction categorization, done for you
Accounts that haven't been reconciled in months
Monthly reconciliation across every account
A P&L you can't actually interpret
A monthly report, plus a live financial dashboard, included at no extra cost
Tax season panic and scrambled records
Tax-ready records, handed to your CPA year-round
Invoices sent late because bookkeeping falls behind
A direct line to ask questions, not a support ticket
Potential thousands of dollars in clean-up fees if the books fall further behind
A heads-up long before things get bad enough to need a costly clean-up

INCLUDED, NOT UPSOLD

A living dashboard, not just a static report

Most bookkeepers at this price point hand you a PDF once a month. This updates itself: revenue, expenses, cash flow, and where your money's actually going, all in one place.

Sample PlainlyBooked financial dashboard showing revenue, expenses, net income, and cash on hand with sample data

Sample data shown. Your dashboard reflects your actual numbers, updated every month.

PRICING

One flat rate. No surprises. Just peace of mind.

$400/mo

$400 is the starting point. Every business runs its books differently, so we'll work together during your consultation to find a fair, flat rate for yours, never billed by the hour.

Get started

NOT SURE WHERE TO START?

No documents needed for this part

A few quick questions about your business is all it takes to get a real consultation on the calendar. Receipts, statements, and QuickBooks access come later, once it's actually a fit.

Get started

COMING BACK AROUND

So, is your business actually working?

That's what this really comes down to. Not a cleaner spreadsheet for its own sake, but an answer you can trust when you ask whether last month was actually a good one. PlainlyBooked closes the gap between "here's what happened" and "here's what it means," every month, without you having to translate it yourself.

COMMON QUESTIONS

Bookkeeping questions, answered plainly

How much does PlainlyBooked cost?

Plans start at $400 a month. Every business runs its books differently, so instead of a fixed rate card, we work out your exact rate together during your consultation, based on what your business actually needs. Pricing is always flat and monthly, so you know the cost upfront instead of watching an hourly bill add up. You're never billed by the hour.

What's the difference between a bookkeeper and an accountant?

A bookkeeper records and organizes your day-to-day transactions, reconciles accounts, and puts together reports. An accountant or CPA handles tax filing, tax strategy, and bigger-picture financial planning. Most small businesses end up using both, working together.

Do I need to already have QuickBooks set up?

No. If you're already on QuickBooks Online with your accounts connected, things move quickly once you invite PlainlyBooked as your bookkeeper, since most of your transactions are already visible through the bank feed. If you're not set up yet, that's part of onboarding, not something you need to arrange first.

My books are months behind. Can you fix that, or do I need to already be caught up?

That's exactly the kind of situation we handle. If your books are behind, we scope a one-time catch-up or clean-up project first, priced separately from your ongoing monthly rate, so there's no surprise cost. Once you're current, monthly bookkeeping keeps it that way going forward.

Do I need to send any documents before the first call?

No. Booking a time includes a few quick questions as part of scheduling, so the call is useful, with no bank statements or receipts required upfront. Any documents actually needed come after the call, once it's clear what's useful for your specific situation.

Is my financial data secure?

Yes. Documents and account access are handled through secure channels, and every engagement is backed by professional liability insurance.

Do you offer Bill Pay or Accounts Payable support?

Yes, as optional add-ons alongside core bookkeeping. Bill Pay is $10 per invoice, covering us scheduling and executing the actual payment. Accounts Payable management is $5 per invoice, covering coding and tracking bills for your approval.

Can I get bookkeeping services remotely if I'm not local?

Yes. PlainlyBooked is 100% virtual. Everything runs through cloud software like QuickBooks Online, so there's no need to be local or meet in person. We're based in Seattle and the surrounding Puget Sound area, and clients are served in all 50 states.

Which industries does PlainlyBooked work with?

Clients commonly come from restaurants, e-commerce and retail, contractors and trades, and professional services, though the core process fits most small to medium-sized businesses.

Do you offer any discounts?

Yes. Veteran-owned businesses get 10% off their monthly rate. We also offer savings for longer agreements: 5% off for a 6-month commitment, 10% off for 12 months, and 15% off for 24 months, plus a 10% referral discount for 6 months when someone you refer becomes a client. Full details are on the pricing page, and any discount gets confirmed during your consultation.

JUST HAVE A QUESTION?

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