Monthly Bookkeeping Most popular
Your transactions categorized, every account reconciled, and a monthly report with a short summary of what changed and what to watch.
From $300per monthLearn more
Bookkeeping for growth-minded business owners
Your books, handled. Your time, back.
Clean, current books and a clear picture of how your business is performing. You focus on growth. We take care of the numbers.
Sound familiar?
You didn't start a business to chase receipts.
Your books are behind
Months of transactions sit uncategorized, and the gap grows wider every week.
Your numbers lack clarity
Revenue is coming in, but true profit and cash flow remain hard to see.
Tax season brings stress
Each year ends with a search for statements and a long list of questions from your CPA.
Services
Start where you are. We'll take it from there.
Many clients begin with a cleanup or a fresh QuickBooks setup, then stay for monthly bookkeeping.
Cleanup & Catch-Up
Behind by a few months or a few years? We review your books first, then bring them current and reconcile them to your statements.
Custom quoteafter a free reviewLearn more
Trust Account Bookkeeping
Careful, documented records for your trust accounts, kept cleanly separate and ready whenever they need to be reviewed.
Custom quotebased on accounts and activityLearn more
QuickBooks Setup
Your QuickBooks Online file built right from day one, with accounts, bank feeds, and rules that fit how your business operates.
Custom quotebased on your accountsLearn more
Clear pricing, no guesswork. You'll see the plan and the estimate before work begins, and if we find something unexpected in your books, we'll talk it through with you first.
Free · 2 minutes
How healthy are your books?
Answer ten quick questions and get a score, plus the next steps that matter most for your business.
What changes for you
Life with books you can trust.
You know where you stand
Open your monthly report and see exactly what you earned, what you spent, and where your cash is going.
You decide with confidence
Hiring, pricing, expansion, a second location. Every major decision rests on accurate, current numbers.
Tax season runs smoothly
Your CPA receives clean, organized books, so filing is faster and far less stressful.
Your time returns to what matters
Evenings and weekends belong to your customers, your team, and your family again.
Your bookkeeper
A dedicated point of contact. Your books are managed by Trevor Blackburn, an Advanced QuickBooks ProAdvisor, who works directly with you from the first conversation through every month-end close.
How it works
Getting started is simple.
A free 30-minute call
A conversation about your business, your goals, and the current state of your books.
A review and a clear proposal
We look at your books and send you a plan and pricing in writing, so you know what to expect from the start.
Your books, handled
Each month your accounts are reconciled and your report is delivered, with direct access whenever questions arise.
Questions
Frequently asked questions
Don't see your question here? Send it through the form below.
Do I need to be using QuickBooks already?
No. If you're using another system or spreadsheets, we can set up QuickBooks Online for you and bring your records over. If you already use QuickBooks, we start right where you are.
Do you work with businesses outside the Sierra foothills?
Yes. All of the work is done securely online, so we serve clients locally and across the country.
How does pricing work?
Monthly bookkeeping starts at $300 per month, depending on the number of accounts and the volume of transactions. Cleanup, QuickBooks setup, and trust account work are quoted after a free review of your books. If we find something unexpected along the way, we talk it through with you before any additional work begins.
How far behind can my books be?
Months or even years. Cleanup and catch-up work is designed for exactly that, bringing everything current and reconciling it to your statements.
What do you need from me to get started?
Access to your bank and credit card statements, access to your QuickBooks file if you have one, and a short conversation about how your business runs. We'll walk you through each step.
How is my financial information kept secure?
Your books are accessed through QuickBooks Online's secure accountant access, and documents are shared through secure channels. Your information is handled with care and used only for your bookkeeping.
Do you prepare tax returns?
No. Sagebrook Ledger focuses on bookkeeping. We deliver clean, organized books your CPA or tax preparer can work from, and we're glad to coordinate with them when it's helpful.
Let's talk
Ready to finally relax about your books?
Book a free 30-minute call. We'll review where things stand and identify what would serve your business best.
Book a free 30-minute call
Email trevor@sagebrookledger.com
Phone 831-737-8090
Based in the Sierra foothills. Serving clients locally and nationwide.