Books that close on time, every single month.
B4Q handles the day-to-day bookkeeping, reconciliation, and financial statements that give you real-time visibility into your business — reviewed and delivered by licensed CPAs, not a rotating cast of bookkeepers.
- Monthly reconciliation & close
- CPA-reviewed financial statements
- Tax-ready books, year-round
You can't make good decisions on numbers you don't trust.
Every strategic call a business makes — hiring, pricing, raising capital, cutting costs — depends on financial statements that actually reflect reality. When bookkeeping falls behind or transactions get miscategorized, the numbers driving those decisions quietly stop being true.
B4Q keeps your books current, reconciled, and reviewed by a CPA every month — so the P&L you're looking at on the 5th actually matches what happened last month, not a rough approximation from six weeks ago.
- 01 Real-time visibility into cash flow, not a quarterly surprise.
- 02 Clean, reconciled books your tax preparer and lenders can trust.
- 03 A CPA reviewing your numbers, not just entering them.
A monthly bookkeeping engagement
Four pillars. One monthly deliverable.
Each pillar feeds the next — clean transactions make reconciliation fast, and clean reconciliation makes your financial statements actually reliable.
Bookkeeping
Every transaction categorized correctly, as it happens, not batched at month-end.
- Transaction categorization
- Accounts payable & receivable
- Chart of accounts maintenance
Reconciliation
Every bank, credit card, and loan account tied out to the penny, every month.
- Bank & credit card reconciliation
- Vendor & customer statement matching
- Discrepancy investigation
Financial Statements
A P&L, balance sheet, and cash flow statement you can actually act on.
- Profit & loss statement
- Balance sheet
- Statement of cash flows
Reporting & Insights
A monthly review call that turns numbers into decisions, not just a PDF in your inbox.
- KPI & trend dashboards
- Cash flow forecasting
- Monthly review call with a CPA
Cash basis or accrual — it changes what your numbers mean.
We help you pick the right method from day one, since switching later means restating prior periods.
Cash Basis
Revenue and expenses are recorded when cash actually changes hands — simpler to maintain, and often the right fit for smaller service businesses.
- Easier to understand and reconcile month to month
- Matches what's actually in the bank
- Common for sole proprietors and small service firms
Accrual Basis
Revenue and expenses are recorded when earned or incurred, regardless of when cash moves — required for GAAP reporting, most audits, and investor-facing financials.
- Matches revenue to the period it was actually earned
- Required for most investor and lender reporting
- Needed before most formal audits or SOX work
From onboarding to a close you can set your calendar by.
The same cadence, every month, so you always know when your numbers are coming.
Onboarding & Chart of Accounts
We review your current books, set up or clean up your chart of accounts, and connect your bank and card feeds.
Weekly Transaction Categorization
Transactions get categorized as they come in, so nothing piles up into a month-end backlog.
Monthly Reconciliation
Every account gets reconciled against statements, with discrepancies investigated and resolved.
Financial Statement Preparation
Your P&L, balance sheet, and cash flow statement are prepared and reviewed by a CPA.
Monthly Review Call
We walk through the numbers with you — what changed, what it means, and what to watch next month.
Tax-Ready Handoff
At year-end, your books are already reconciled and organized — ready to hand to your tax preparer without delay.
The hidden cost of books that fall behind.
None of these show up as one dramatic problem — they compound quietly until a decision gets made on bad information.
Miscategorized transactions
Expenses land in the wrong account, quietly distorting margin and category-level reporting.
Unreconciled accounts
Bank balances and book balances drift apart for months before anyone notices the gap.
Late financials
By the time last month's P&L is ready, it's too late to act on what it's telling you.
Scramble at tax time
A full year of cleanup gets compressed into a few weeks right before the filing deadline.
Books reviewed by a CPA, not just entered by one.
The same firm that can carry your books straight through to tax filing, audit, or a raise.
CPA-Reviewed, Every Month
A licensed CPA reviews your statements before they reach you, not just an offshore data-entry team.
Consistent Monthly Cadence
The same close calendar every month, so you're never guessing when your numbers will land.
Tax-Ready All Year
Books stay reconciled continuously, so tax season is a handoff, not a fire drill.
One Firm, Every Stage
From bookkeeping to tax to SOX-ready ICFR, we scale with you instead of handing you off.
50+ Businesses Served
From early-stage startups to companies preparing for their next raise or audit.
96% Client Retention
Clients stay because their books stay clean — and they can feel the difference.
Bookkeeping & accounting, answered.
Ready for books you can actually trust?
Book a free strategy call and we'll map a monthly bookkeeping cadence around your business.