Monthly Bookkeeping
Accurate categorization of all transactions, bank reconciliations, and tidy financial statements delivered every month without fail.
Trusted by 80+ businesses
Your numbers,
perfectly kept.
We handle the books so you can focus on growing your business. Accurate, timely, and completely stress-free bookkeeping — for companies of every size.
Comprehensive financial services, tailored to you
From day-to-day transaction tracking to year-end tax prep, we cover every aspect of your financial record-keeping.
Financial Reporting
Clear profit & loss statements, balance sheets, and cash flow reports that give you a true picture of your business health.
Tax Preparation
Year-round tax planning and preparation ensuring your books are always audit-ready and you never miss a deduction.
Invoicing & AR
We track your accounts receivable, follow up on overdue invoices, and keep your cash flow predictable and strong.
Payroll Services
Timely, accurate payroll processing with full compliance — so your team gets paid on time and you stay out of trouble.
Cash Flow Forecasting
Proactive projections and scenario modeling to help you make smarter decisions and never get caught short.
The standard others measure themselves against
Dedicated bookkeeper — not a ticket queue
You get one expert who knows your business inside and out. No handoffs, no relearning context every month.
Delivered by the 7th of every month
Your books close fast. Financial statements are in your inbox by the 7th — without you having to ask.
Seamlessly synced to your tools
We work inside QuickBooks, Xero, Gusto, and every major platform you already use. No disruption.
Transparent, fixed monthly pricing
No hourly surprises. You know exactly what you pay — and what you get — before we start.
Switching to Sterling Financial & Tax Solutions. was the best business decision I made last year. Our finances finally make sense — and tax season was actually painless.
80+Businesses
98%Retention
$100m+Managed
5 yrExperience
Up and running in four steps
-
Free Consultation
We learn about your business, current setup, and what you need from your books.
-
Onboarding
We connect to your accounts and clean up any historical records — a smooth, guided handoff.
-
Monthly Service
Sit back. We keep your books current and send reports by the 5th of every month.
-
Strategic Reviews
Quarterly check-ins to review performance, spot opportunities, and plan ahead.
No surprises. No hourly billing.
Choose the plan that fits your monthly volume. All plans include a dedicated bookkeeper.
Starter
$299
per month
- Up to 150 transactions/mo
- Monthly financial statements
- Bank & credit reconciliations
- Dedicated bookkeeper
- Email support
Most Popular
Growth
$599
per month
- Up to 500 transactions/mo
- Everything in Starter
- Accounts payable & receivable
- Payroll processing (up to 10)
- Quarterly strategy review
- Priority response (same day)
Enterprise
Custom
tailored to you
- Unlimited transactions
- Everything in Growth
- Multi-entity support
- Full payroll services
- Cash flow forecasting
- Dedicated account manager
Ready to get your
books in order?
Join 80+ business owners who finally feel confident about their finances. Your first month is on us.