You did not start a business to categorise receipts at midnight. NA Financial keeps your books current, your payroll running and your accountant happy, so you can get back to the work you actually wanted to do.
CertifiedQuickBooks Advanced ProAdvisorOnline and Desktop
CertifiedXero AdvisorPayroll certified
LicensedCertified Bookkeeper, AIPBAmerican Institute of Professional Bookkeepers
MemberNACPB Licensed BookkeeperBonded and insured
The honest problem
Most small businesses are flying blind until tax season.
The books get done in a rush every spring, the numbers arrive nine months too late to act on, and by then the decisions have already been made on gut feel.
We have seen the same pattern for fifteen years. A business does well, the owner gets busy, the bookkeeping slips a month, then three, then it is April and nobody knows whether last year was actually profitable. The information that would have helped arrives after it could have changed anything.
Current books fix that. When your numbers close on the sixth of every month, you know your margin while you can still do something about it. You know which jobs made money and which quietly lost it. You know what you can afford to hire.
The shoebox method has a ceiling. Most businesses hit it around year two.
What we handle
Everything between your bank feed and your accountant.
You send us access once. After that the work happens quietly in the background and lands in your inbox as a set of reports you can actually read.
01
Monthly bookkeeping and reconciliation
Every transaction categorised, every account reconciled to the statement, every month closed by the sixth. No backlog, no surprises, no scramble in April.
Behind by three months or three years? We rebuild the file, fix the miscategorised history and hand you back a clean set of books. Most catch ups are done inside three weeks.
Run payroll on schedule, file the payroll taxes, handle the quarterly forms and keep the contractor 1099s straight. Your staff get paid and nothing lands late.
A profit and loss, balance sheet and cash flow summary every month, with a short plain English note on what changed and what to watch. Not a data dump.
“We were eleven months behind and I was genuinely scared to look. Karla rebuilt two years of books in under a month and I finally know what my margins are. I should have called years earlier.”
Owner, specialty contracting business · Ohio
“My CPA actually thanked me. He said it was the cleanest file he had received all season and knocked money off the bill.”
Founder, online retail brand · Texas
A month end pack, delivered on the sixth.
Common questions
Questions business owners ask
How much does bookkeeping cost?
It depends on transaction volume, how many accounts you run and whether you need payroll. Rather than quote a number blind, we look at your actual books on a short call and give you a fixed monthly price in writing. No hourly billing and no surprise invoices.
What if I am months or years behind?
That is one of the most common reasons people call us, and it is fixable. We rebuild the file, correct the miscategorised history and reconcile everything back to the statements. Most catch up projects finish inside three weeks, and nobody here is going to make you feel bad about it.
Do you work with my accountant or CPA?
Yes, and they usually appreciate it. We keep the books clean and reconciled all year, then hand your CPA a documented file at tax time. It means faster filing, fewer back and forth questions, and often a lower bill from them.
Which software do you use?
QuickBooks Online, QuickBooks Desktop and Xero. If you already have a file we work in it. If you are starting fresh we will set you up on whichever fits your business, and you own the subscription and the data.
How do you access my accounts safely?
Read only bank feeds and accountant level access, never your personal login. Everything is encrypted, access is limited to who needs it, and you can revoke it at any moment. We are bonded and insured.
Do you only work with businesses in your state?
No. We work remotely with clients in all fifty states. Everything happens over secure cloud access, email and scheduled calls, so where you are makes no difference to the service.
What happens in the first month?
We get access set up, review your chart of accounts, clear any backlog and reconcile the current period. From then on your books close by the sixth of the following month and reports land in your inbox.
Find out what your books actually need.
A short call, an honest look at where you stand, and a fixed monthly price in writing. No obligation and no pressure.
