Accounting
Accounting that makes your numbers make sense.
Included in monthly bookkeeping: $550–$1,800/mo
The monthly close, financial statements, payroll recording and sales-tax records — kept for you, month after month.
Reviewed before delivery: reports go out only after the accounts behind them agree with their statements and every open question is listed for you. What the review checks.
One fixed monthly fee, agreed in writing. Your CPA keeps the tax work.
Quick answer
The line between bookkeeping and accounting is the close. Bookkeeping records and reconciles transactions; accounting turns a reconciled month into statements, payroll entries and sales-tax figures you can decide from. If the question is what the month shows, it's our work; if it's what to file or claim, it's your CPA's — we're not a CPA firm.
Included in monthly bookkeeping ($550–$1,800 a month); your exact fee is scoped in writing. Statements, payroll recording and sales-tax support are covered by that monthly fee. What the published range includes.
Services
Every kind of accounting work, in one place.
A structured monthly close, a reporting rebuild, or controller-level oversight as you grow — here's exactly what we do.
Small-business accounting
Full-cycle operational accounting for owners past the spreadsheet stage.
- A structured monthly close
- P&L and balance sheet you can read
- Every close reviewed before delivery
Outsourced accounting
The whole finance function, run for you and owned end to end.
- End-to-end accounting ownership
- AP and AR management
- Year-end CPA coordination
Financial statements
Decision-grade statements built for operators, not just the CPA's file.
- Monthly P&L and balance sheet
- Cash-flow statement
- Management reporting packages
Payroll
Payroll recorded and reconciled to the books; running payroll and payroll-tax filings are a scoped add-on.
- Every payroll posted to the ledger
- Liabilities reconciled monthly
- Clean payroll records in the close
Sales-tax support
Sales tax tracked by state and reconciled to the books; filed only where we are the named filer by written agreement.
- Sales-tax tracking by state
- Liability reconciled monthly
- Named filer only by written agreement
Accounting for CPA firms
White-label bookkeeping and accounting behind your CPA practice.
- White-label bookkeeping
- Reviewed before delivery
- Your brand, our discipline
Problems we solve
If your numbers aren't working for you, you're in the right place.
Six patterns that come up for business owners and nonprofit boards. Each one is solvable with a documented plan.
“The close is always late — or never happens.”
No structured process. Reports weeks after the period ends, if at all. We run a fixed-cadence close every month, reviewed before delivery.
Month-end close Financial reporting“Nobody can explain what the P&L is saying.”
Reports that don't tie out, categories that don't reflect the business, numbers no one trusts. We rebuild reporting from a clean reconciled base.
Financial reporting Tax-season scramble“The CPA asks for the same cleanup every year.”
Rushed catch-up every January, extra CPA fees, missed deadlines. We keep books CPA-ready monthly — so tax season is a handoff, not a rescue.
Accounting cleanup Decision-making“Decisions wait because the numbers can't be trusted.”
Gut instinct in place of clarity. We deliver management reports owners actually use — P&L by location, category, or division, with cash-flow context.
Management reporting Growth stage“Growth has outpaced the accounting structure.”
Bookkeeping alone isn't enough anymore. You need a monthly close, real reporting, and controller-level judgment — without the full-time hire.
Controller services Outsourcing“A real accounting function — not another hire.”
You want the whole function handled, not another salary and another manager. We own the close, the reporting, and the year-end handoff.
Outsourced accountingScope clarity
Operational accounting — and where it stops.
Operational accounting is the layer your business runs on every month: the structured close, the reconciled records, the reports that tell you what actually happened. It is not tax filing, and it is not audit. It's the work that makes both of those easier.
We're not a CPA firm. We do not file income-tax returns, give tax advice, perform audits, or provide legal or financial-planning guidance. What we do is deliver clean, reconciled books every month — so your CPA can work without spending the first week untangling yours.
How we work
A real workflow — from the first review to the monthly close.
Accounting review
We assess current records, your chart of accounts, and reporting gaps — then put scope, timeline, and what clean looks like in writing before anything begins.
Chart of accounts
Build or restructure the chart of accounts for operational clarity — categories that reflect how your business runs, not a default template.
Reconciliation
Bank, card, loan and merchant accounts each agreed to their statements, with variances investigated and resolved before the close runs.
Monthly close
Structured, documented, and reviewed before delivery. P&L, balance sheet, and management reports quality-checked at every step.
Reporting & handoff
Owner-readable reports on a fixed cadence, and CPA-ready books maintained every period — so year-end is a clean handoff, not a reconstruction.
Figure data as a table
| What are you asking of the numbers? | Then | Why |
|---|---|---|
| Did every entry tie out? | Bookkeeping | Transactions recorded and reconciled to their statements |
| What did the month show? | Operational accounting | Statements, payroll entries and sales-tax figures: our work |
| What should we file or claim? | Your CPA | Returns, tax advice and audits; we're not a CPA firm |
Who this is for
Built for operators who need more than transaction recording.
Small businesses · $250K–$15M
Operators who need a structured monthly close and real financial reports without hiring a full-time controller — restaurants, contractors, professional services, real estate, medical practices.
Nonprofits & churches
Fund-style tracking, restricted-balance monitoring, designated giving, and board-ready reporting every period. Form 990 stays with your CPA.
Growing operators
Businesses at the point where bookkeeping alone isn't enough. You need close discipline, decision-grade reporting, and controller-level judgment — without the full-time overhead.
Not a fit for every business — and we'll say so on the discovery call. See how we work →
Your CPA vs Everholt & Co.
Two different roles. Both necessary.
Your CPA handles tax filing, compliance, and advisory. We handle the operational accounting that makes their work possible — clean, reconciled, delivered every month.
| Your CPA | Everholt & Co. operational accounting |
|---|---|
| Tax filing, compliance, and tax planning | Month-end close, reconciliations, and reporting — the clean books your CPA files from. |
| For a typical small business, engaged at year-end or each quarter | A monthly close on a fixed cadence — every period, not just at tax time. |
| Financial statements prepared for tax purposes | Monthly P&L, balance sheet, and cash flow built for operator decisions. |
| Audit support and representation | Accounting-system integrity and reconciled records, documented every period. |
| Kept apart from day-to-day bookkeeping in a typical small business | Bookkeeping and accounting together, reviewed before delivery. |
Your CPA is essential. We're the operational layer that makes their work cleaner, faster, and cheaper. Read the full comparison →
Operational standards
Four things every engagement holds to.
Works inside QuickBooks
Accounting and bookkeeping managed inside QuickBooks Online and Desktop, in the file you already own.
Reviewed before delivery
Each close passes the documented review before you or your CPA see it.
Secure access
Accountant access only, multi-factor authentication on each login we hold for your books, and least-privilege controls. No shared logins.
Books ready for your CPA
Each account agreed to its statement and each fix written down, so tax season is a handoff; any cleanup work is quoted in writing before it starts.
Just the standards we work to.
Decision-grade numbers don't come from software. They come from a structured close: every account reconciled, every period, and reviewed before it reaches you.
FAQ · Updated October 2026
The accounting questions owners bring to the first call.
Have a question we didn't answer? Put it to us directly.
Numbers that hold up
Get a free accounting review.
A conversation about your current records: we describe what we find and say plainly if we're the right firm for the work. The free books review closes with a written scope and one fixed fee; no price is guessed on the call.