How We Work
The books your business needs
Hands-off books from
access to report.
Give us secure access once.
We handle the monthly work.
Connect your existing bank through our partner Plaid, or manually upload transactions if your bank is not supported. From there, we categorize, reconcile, review, and send your monthly report without you chasing every receipt.
Learn More
Reports that make
your numbers clear
Profit, cash flow, and tax-ready records
without the accounting jargon.
- Monthly statements delivered to you
- Cash flow snapshots and owner notes
- Advisor support when questions come up
Client Dashboard
Your client area makes
bookkeeping hands-off
Connect once
Link your existing bank through Plaid so transactions flow in automatically. If a bank is not supported, you can manually upload transactions instead.
Receipt Management
Quickly upload receipts from the website or app with no special requirements. We match them to the books and keep them organized.
Monthly delivery
We reconcile the books, prepare the report, and include advisor support so you know what your numbers mean.
Our Services
Why businesses choose our team
Client Notes
What owners say about us
We used to wait until tax season to understand where the money went. Beacon Grove gives us clean monthly reports now, and the questions that come back are specific instead of overwhelming.
Maya Brooks
Interior design studio
Our cafe has tips, payroll, vendor invoices, and card deposits every day. The team keeps everything reconciled and explains the monthly report in plain language.
Daniel Ortiz
Neighborhood cafe owner
Beacon Grove cleaned up six messy months and then built a process we could maintain. I can see project profitability faster, and our CPA no longer has to chase basic records.
Priya Shah
Consulting agency partner
I can upload receipts from my phone without renaming files or following a complicated system. That sounds small, but it is the reason our records finally stay current.
Elena Torres
Boutique retailer
The bank connection removes most of the back-and-forth. When something needs review, they ask once with context, and otherwise the month closes without me living in bookkeeping software.
Marcus Reed
Home services operator
We needed better numbers before talking to a lender. The reports made revenue, margins, and owner draws easy to discuss, and the support helped us answer follow-up questions confidently.
Hannah Kim
Specialty retail owner
Service Plans
Start with your first
month free.
Starter
Starter
Clean Books
$399/mo
First month free
- Plaid bank connection
- Receipt management
- Monthly reports
- No contract, cancel anytime
- Cleanup projects
Growth
Growth
Managed Books
Custom
For active growing firms
- Everything in Clean Books
- Manual transaction uploads
- Payroll journal support
- Monthly review call
- Controller advisory
Premier
Premier
Advisory Books
Custom
For complex operations
- Everything in Managed Books
- Cash flow reporting
- Sales tax coordination
- Cleanup and catch-up
- Owner advisory support
Frequently Asked Questions
Have a bookkeeping question?
We connect your accounts when supported, collect receipts and missing details, categorize transactions, reconcile accounts, and deliver monthly reports with notes you can actually use.
You can connect supported banks through Plaid and upload receipts without a special format. If a bank is not supported, you can upload statements or transaction files manually.
In most cases, yes. We review your current setup during onboarding and confirm the best way to keep your books clean without making you rebuild your entire workflow.
Usually we need account access, receipt uploads, and answers to a short list of uncategorized or unusual items. The goal is to keep owner time low and the monthly close predictable.
Most clients receive a profit and loss statement, balance sheet, cash flow notes, and plain-English highlights that call out trends, unusual items, and owner questions.
Yes. We do not just send statements. We include notes about the activity behind the numbers so you can spot margin changes, cash flow pressure, and transactions that need attention.
Yes. We can flag timing issues, recurring expenses, owner draws, receivable patterns, and other items that affect monthly cash visibility.
Yes. Clean books and organized support files can make tax prep easier, but your tax preparer remains responsible for tax advice and filings unless a separate written engagement says otherwise.
Yes. We can catch up prior months, reconcile old accounts, fix miscategorized items, and prepare cleaner records before moving you into a monthly bookkeeping rhythm.
It depends on your records and goals. We can review the period you need, identify missing statements or receipts, and scope the catch-up work before starting.
We usually need bank and credit card statements, accounting file access, payroll or merchant summaries when applicable, and any receipts or invoices needed to support unclear transactions.
We review the cleaned-up books with you, document any remaining questions, and set up the monthly workflow so the same issues do not keep coming back.
Monthly bookkeeping starts at $399/mo for the Starter plan. We confirm final scope before onboarding so the monthly plan matches the work required.
Yes, eligible new clients can start with a first month free offer. It is intended to make onboarding easier before regular monthly billing begins.
No long-term contract is required for the standard monthly plans. You can cancel anytime, and we keep the service scoped to the support you actually need.
Transaction volume, number of accounts, payroll complexity, sales tax coordination, cleanup work, advisory needs, and reporting requirements can all affect pricing.
Contact Us
Book and get started
Ready for cleaner books
and calmer months?
Beacon Grove Bookkeeping helps busy owners stay organized, prepared, and confident before tax season, lending conversations, or bigger business decisions.
- Connect your bank through Plaid when supported.
- Upload receipts quickly without special formatting.
- Get monthly reports with advisor support when questions come up.
Prefer email? [email protected]
