Kopstone Books

This is the core of what we do and what most of our clients come to us for.

Every month, we handle your books completely: every transaction categorized, every account reconciled, month-end closed, and reports ready in your portal. No follow-up required.

Get back on track

If your books are behind, unclear, or haven't been touched in months — this is the starting point.

We go back through your accounts, sort out what's there, and get everything accurate and current. From there, most clients move into a monthly bookkeeping plan so it never gets this way again.
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Clean up is quoted based on the volume and complexity of work involved. We'll assess what you have on the discovery call and give you a clear number.

Seamless coordination

We don't process payroll or file taxes, and we're upfront about that. What we do is make sure payroll activity and tax payments are properly reflected in your books.
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That means when your CPA sits down at tax time, your records are organized, accurate, and ready. Fewer questions, fewer surprises, less back-and-forth.

How do I get started?

Schedule a discovery call to review your needs. We’ll outline next steps and set up your account.

What payment methods do you accept?

We accept ACH, credit, and debit cards. Billing is monthly and processed securely.

How can I contact your team?

Reach us by email or through your client portal. We reply within one business day.

What’s included each month?

Monthly service includes reconciliations, financial reports, and ongoing support. See Services for details.

Still have questions? Contact us anytime.

Schedule a Discovery Call

We do one thing well. Then we do it again next month.

Kopstone Books is intentionally focused, because great bookkeeping requires consistency, not a long list of services.

Bookkeeping, simplified and organized

Monthly bookkeeping