Micro Bookkeeping
Simple bookkeeping support for small businesses that need clean, current books without paying for more support than they need.
Designed as an accessible bookkeeping starting point for businesses generally under $200K in annual revenue.
Contact UsBookkeeping without more support than you need.
Not every small business needs full-service accounting support, detailed forecasting, or monthly strategy meetings.
Sometimes you simply need someone making sure your books stay organized, reconciled, and current — and someone paying attention when something doesn't look right.
What's Included
The core bookkeeping work that keeps your books current.
Monthly Categorization
Business transactions are reviewed and categorized in QuickBooks Online each month.
Monthly Reconciliations
Bank and business credit-card accounts are reconciled to monthly statements.
Questions When Needed
If something isn't clear, you'll receive a straightforward email asking for the information needed to finish the books.
Quarterly Reports
Financial reports are provided quarterly so you can see what is happening in the business.
A Second Set of Eyes
Broad observations and reminders may be flagged when something stands out during the bookkeeping review.
How Information Flows
Simple systems. No complicated client portal.
QuickBooks Online
Bee Social receives accountant access. This is where transaction categorization and reconciliations are completed.
Shared Google Drive
Your document hub for bank statements, credit-card statements, requested supporting documents, and completed financial reports.
Questions, missing-document requests, clarifications, reminders, and observations are handled through email so there is a clear record.
Getting Started
A one-time onboarding gets everything ready for monthly bookkeeping.
1. Connect
Provide QuickBooks accountant access and set up the shared Google Drive.
2. Review
Review accounts, bank feeds, recent categorization, reconciliation status, and how money normally moves through the business.
3. Establish the Baseline
Confirm where ongoing bookkeeping should begin and identify anything that needs attention first.
If historical cleanup or catch-up work is needed, we'll identify it before moving forward and scope it separately.
What Micro Bookkeeping Is — and Isn't
It IS
- Consistent monthly bookkeeping
- Transaction categorization
- Bank and credit-card reconciliations
- Quarterly financial reporting
- Straightforward questions and broad observations
- An affordable way to stop doing the books alone
It ISN'T
- Historical cleanup included in the ongoing fee
- Tax preparation or tax advice
- Accrual accounting or complex accounting schedules
- Detailed forecasting, budgeting, or CFO-level analysis
- Full-service accounts receivable or accounts payable
- Payroll or bill payment
Limited Spots Available
Micro Bookkeeping is intentionally limited to a small number of active clients so each account receives consistent attention.
If Micro Bookkeeping isn't the right fit for your business, we'll talk about whether another level of bookkeeping support makes more sense.
Contact UsReady to see if Micro Bookkeeping fits?
Starting at $300/quarter
Onboarding starting at $100
Limited spots available
Contact UsSimple bookkeeping. Clear expectations. A real person paying attention to the books.