Monthly bookkeeping for small businesses.

We keep your books current and send you a short report every month. A bookkeeper checks every entry.

Get a free books review

It's free, and we don't change anything in your books.

Most owners call us when

They don't know if last month made money.
The books are months behind, and someone does them at night.
Customers owe them money, and nobody tracks who's late.
Payments show up in QuickBooks twice, or not at all.
Tax time means a big cleanup bill.
Their last bookkeeper quit or stopped answering.

What we do each month

Bills: We enter and categorize every vendor bill.
Bank and credit cards: We reconcile each account to its statement.
Invoices and payments: We match customer payments to the right invoices and draft reminders for late ones. You decide what gets sent.
Payroll: We record each payroll run from your payroll provider.
Month-end: You get a profit and loss, a balance sheet and a short note on what changed.

What you get from us

These examples use a made-up company.

October 6, 2026

Books review

Cedar Lane Studio, through Sep 30

What we found	Amount
Deposits recorded twicePayment app and bank feed, Jul to Sep	$8,420.00
Invoices over 60 days late9 invoices, 6 customers	$14,980.00
Card charges not categorized47 transactions	$3,106.55
Checking off from statementAugust	$612.40

Fix first: the double deposits. Income is overstated by $8,420.

Draft

From: Cedar Lane Studio
To: Northgate Dental
Subject: Invoice 1042 is 15 days past due

Hi Dana,

A quick reminder that invoice 1042 for the September project, $2,850.00, was due on September 30.

If it's already on the way, thank you.

Cedar Lane Studio
Billing

Invoice-1042.pdf

Cedar Lane Studio

Profit and loss

September 2026

Project revenue	$186,240
Subcontractors	71,890
Supplies and materials	37,619
Gross profit	76,731
Payroll	36,804
Rent	6,200
Marketing	2,950
Vehicle	2,410
Professional fees	2,300
Insurance	1,840
Office expenses	1,312
Net income	$22,915

Month-end note

To Cedar Lane Studio

September is closed. Net income $22,915, up $4,100 from August.

Profit and loss.pdf
Balance sheet.pdf

Reviewed every entry

Answer our questions from your phone.

When we need something, like a missing receipt or what a charge was for, we email you a link. You answer or upload the file there. No account or password.

Hi Dana,

Here are the 3 questions we have about Cedar Lane Studio's books. Short answers are perfect.

September vendor questions

1. What was this charge for?

Paid to: Lakeside Office Co
Date and amount: Sep 22, $86.40

What we think: Office supplies

Your answerPrinter paper and toner.

Send answer

2. Can you send the receipt for this?

Paid to: Harbor Lumber
Date and amount: Sep 3, $412.18

receipt-harbor-lumber.jpg

Add a file or take a photo Done, send this file

3. Is it OK to record the Northgate Dental payment against invoice 1042?

ApproveNot yet

Done

What was this charge for?You said: Printer paper and toner.
Can you send the receipt for this?Sent 1 file: receipt-harbor-lumber.jpg

Example with a made-up company.

Start with a free books review

Give us access to your QuickBooks and we'll send you a list of what's wrong, with dollar amounts. We only look. If your books are behind, we'll catch them up before the monthly work starts.

Get a free books review

Who does the work

McCreight Bookkeeping is a small bookkeeping firm. A bookkeeper on our team reviews every entry before it goes into your books.

Over ten years of in-house accounting experience in billing, collections, payables, payroll, month-end close and audits.

hello@mccreightco.com

Questions

Do I keep my QuickBooks?

Yes. Your books stay in your QuickBooks account and you own them. If you leave, you remove our access and keep everything.

Do you do taxes?

No. We keep your books ready for your tax preparer.

Is my data safe?

Your data is encrypted and stored in the United States. You can remove our access at any time.

What if I want to stop?

It's month to month. Give us 30 days' notice and we'll hand everything over.

Anything else?

Email hello@mccreightco.com.

Want to know where your books stand?

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