Bookkeeping & taxes, done for you

Your books.
Your taxes.
Handled.

Running a business is enough work. Let us handle your books so you can focus on your clients.

Monthly bookkeeping starting at $149/month.

Clean books. Clear reports. No spreadsheets to chase.
Monthly P&L delivered to your inbox by the 5th.
Built on decades of accounting firm expertise.

Month-to-month · No contracts · Cancel anytime

Our Services

Everything your business needs, in one place

From monthly bookkeeping to tax preparation — straightforward services built for independent professionals and small businesses.

📊
Monthly Bookkeeping

We categorize your transactions, reconcile your accounts, and prepare monthly financial reports — delivered by the 5th of every month, without you lifting a finger.

🧾
Tax Preparation

Keep your books tax-ready throughout the year. Tax preparation and filing will be available as a separate service — built directly from your clean books, so nothing gets missed.

Coming soon
🗂️
Catch-Up Bookkeeping

Behind on your books? We'll help you get organized and current — months or years of backlog, handled without judgment. Custom pricing based on the work involved.

Custom quote
Pricing

Simple, flat pricing — no surprises

No revenue-based tiers. No setup fees. One price that covers everything in your plan.

Essential
$149
per month · first month free

  • Monthly transaction categorization
  • Bank and credit card reconciliation
  • Monthly profit and loss report
  • QuickBooks Online bookkeeping
  • Dedicated point of contact
  • One business entity
  • Defined account and transaction limits
Get Started — Essential
Plus
$199
per month · first month free

  • Everything in Essential
  • Higher transaction and account limits
  • More complex bookkeeping support
  • Additional monthly financial reporting
Get Started — Plus
Tax Preparation
Priced Separately
subject to availability

  • Federal tax preparation
  • Applicable state return
  • Built from your clean books
  • E-filing and confirmation
Ask about availability
Catch-Up Bookkeeping
Custom Quote
based on scope and complexity

  • Historical transaction categorization
  • Prior period reconciliation
  • Clean year-end financials
  • Seamless handoff to ongoing service
Get a quote

All plans include a first month free. No contracts. Cancel anytime. Your data is always yours.

Who We Serve

Built for independent professionals and small service businesses

  • 💻
    Consultants and freelancers
  • 🖥
    IT and technology service businesses
  • 🎨
    Marketing and creative agencies
  • ⚖️
    Independent professional service providers
  • 🏢
    Small service businesses

If you bill clients, pay business expenses, and file a Schedule C — this is built for you.

You don't need to learn another software platform or spend your evenings organizing transactions. We handle the work. You stay informed.

Get Started →

How It Works

Set up once. We handle the rest.

No ongoing effort from you. Just clean financials, on time, every time.

1
Connect

Securely connect your business bank accounts and cards. Read-only access — we never move money.

2
Organize

We categorize your transactions and reconcile your books — every account, every month.

3
Review

We check discrepancies, resolve outstanding questions, and make sure everything is accurate before reporting.

4
Report

Receive your monthly financial reports — delivered to your inbox by the 5th, ready to use.

Why Handled

Built on decades of technology leadership in accounting firms

Handled combines accounting workflows, automation, and professional oversight to make bookkeeping simpler and more affordable for independent contractors and small businesses.

Most bookkeeping services ask you to do too much: learn a platform, categorize your own transactions, reconcile your own accounts, then hand off a spreadsheet to an accountant in March. That's not a service — it's a workflow.

Handled is different. We do the work. You get the reports.

What you get, every month
Delivered by the 5th — without chasing
5th
Monthly delivery
25 yrs
Industry experience
$0
Setup or exit fees
1
Dedicated contact
Get started today

Spend less time on bookkeeping.
More time growing your business.

Your books. Your taxes. Handled.
First month free. Month-to-month. No contracts.

Get Started

Month-to-month · No contracts · Cancel anytime