The best bookkeeping & accounting solutions for Entrepreneurs|
We connect your accounts, configure your automation rules, and deliver investor-ready financials every month. No hourly bills. No manual data entry. No lock-in — your books stay in your own QuickBooks, Xero, FreshBooks and more.
Serving the US, UK, Australia & Canada · book a free 15-min call →
Net Profit · June
$48,250
▲ 12.4% vs May
Balance Sheet
Connected Bank Feeds
ReconcilingCertified partners with every major platform
Bookkeeping for businesses in 🇺🇸 United States · 🇬🇧 United Kingdom · 🇦🇺 Australia · 🇨🇦 Canada — billed in USD
How it works
Set up once. Clean books every month.
A simple onboarding, then a hands-off monthly cycle that runs in the background.
The Concierge Setup
First we help you land on the right platform for your needs — we're certified on QuickBooks, Xero, FreshBooks, Sage, Zoho, NetSuite, Wave and MYOB, so the advice is independent. Then we link your accounts and configure custom bank rules to automate around 85% of your transaction categories.
Auto-Capture Receipts
Snap photos of receipts through our integrated apps (Hubdoc / Dext). Our system reads them and matches each one to your bank statements automatically — no shoebox, no spreadsheets, no manual entry.
Monthly Financial Packages
Before the 10th of every month, a certified human reviewer checks your ledger and delivers clean, investor-ready Profit & Loss and Balance Sheet reports — straight to your inbox and your dashboard.
Why TrustBooks
Built so your books are never held hostage
No lock-in, ever
Unlike services that trap your books in their own software — or collapse and lock you out, like Bench did — your ledger lives in your own QuickBooks, Xero, FreshBooks or Sage. Your data is always yours.
Certified on every platform
We're independent certified partners across all the big guns, so we recommend the right software for your business instead of pushing you onto one preferred tool.
A real human reviewer
Automation does the heavy lifting, but a certified bookkeeper reviews every ledger before your reports go out. Software speed, human judgment.
Flat, predictable pricing
A clear monthly fee with no hourly surprises. Out-of-scope work is only ever billed after you approve it in writing — backed by a 30-day money-back guarantee.
Pricing
Flat monthly pricing, billed in USD
Starting prices below — your exact quote is confirmed on a quick consultation. Tax, payroll, AR/AP and CFO work are available add-ons.
Onboarding & Prior Bookkeeping
Best for new clients who want clean, accurate books and a smooth transition before monthly service begins.
- Dedicated Onboarding Advisor
- Platform recommendation for your needs
- Chart of accounts creation or restructure
- Accounting platform setup (QuickBooks, Xero, FreshBooks, Sage, Zoho, NetSuite, Wave or MYOB)
- Prior bookkeeping cleanup (uncategorized transactions, reconciliations, catch-up entries)
- App integrations (A2X/Amazon, Shopify, Stripe/PayPal, Bill.com, Gusto, Ramp/Brex)
Monthly
Best for steady-growth businesses that want accurate books closed each month and tax-ready books year-round.
- Dedicated accounting team
- Cash or accrual-based accounting
- Monthly Profit & Loss, Balance Sheet
- Financial insights: trend analysis and variance highlights
- US-based support via email
- No lock-in — certified on every major platform, we work inside your own QuickBooks, Xero, FreshBooks, Sage, Zoho, NetSuite or MYOB. Your data is always yours.
- Live KPI dashboard built inside your own platform
Weekly
Best for fast-moving businesses that need weekly financial visibility to manage cash flow and scale confidently.
- Dedicated accounting team
- Cash or accrual-based accounting
- Weekly financial insights and reports
- Monthly Profit & Loss, Balance Sheet
- Priority human reconciliation review
- Payment-gateway sync (Stripe / PayPal / Shopify)
- No lock-in — certified on every major platform, we work inside your own QuickBooks, Xero, FreshBooks, Sage, Zoho, NetSuite or MYOB. Your data is always yours.
Backed by a 30-day money-back guarantee on your monthly fee
Transparent scope
Know exactly what you're buying
Your flat monthly fee covers core bookkeeping. Everything else is an optional add-on — never a silent charge.
In your core plan
- Bank & credit-card reconciliation
- Automated rule configuration & maintenance
- Digital receipt matching & storage (Hubdoc / Dext)
- Standard monthly (or weekly) financial reporting
- Cash or accrual-based bookkeeping
Available as add-ons
- Accounts Receivable / invoicing & collections See pricing
- Accounts Payable / bill pay See pricing
- Payroll processing See pricing
- Sales Tax / VAT / GST filing See pricing
- Income-tax prep & advisory See pricing
- Fractional CFO / forecasting See pricing
The "Stop & Sign-Off" promise
We never silently accumulate charges. If you ask for work that isn't in your plan or an add-on, we pause, send a written Scope Change Authorization, and only begin once you approve. Genuinely bespoke, one-off work is billed at $85/hour in 15-minute increments — with your sign-off first, every time.
Cleanup & Catch-Up
Behind or in a mess? We’ll get you current.
Whatever state your books are in, we’ll reconcile every account, fix the categorizations, and hand you clean, tax-ready financials — then keep them that way with a monthly plan.
- Months (or years) behind on the books
- Unreconciled accounts and mystery transactions
- Inherited a mess from a previous bookkeeper
- Miscategorized expenses and duplicate entries
- Getting ready for tax, a loan, or due diligence
Step 1 · Free
Cleanup Diagnostic
We review how far behind and how messy things are, then give you a fixed quote — no open-ended hourly bill, no surprises.
Step 2 · Fixed quote
Catch-Up Project
Cleanup projects start from $749, scaled to the months behind and transaction volume. Priced and approved up front.
Step 3 · Stay clean
Roll into Monthly or Weekly
Once you’re current, we keep you there — automated reconciliation and reports every month.
Are you a CPA or accountant with messy-book clients? See our partner program →
Loved by busy owners
What working with TrustBooks feels like
"No more shoebox of receipts; Dext captures them and they're matched before I've even filed the paper copy."
"When we went to raise our first round, our books were already investor-ready and the diligence questions barely slowed us down."
"Knowing my data never leaves my own accounting software gives me peace of mind that I'm not trapped if anything changes."
"The setup on our platform was smoother than I expected; they connected the bank feeds and apps and just handled it."
"Onboarding was painless — they had everything set up in our existing system within a couple of days and never made me feel silly for asking questions."
"Switching bookkeepers always sounds risky, but the handover was seamless and our previous gaps were sorted within a month."
"I haven't keyed in a single transaction since we onboarded; the manual data entry that used to eat my Sundays is just gone."
"I get a clean set of accounts I can hand straight to my accountant — no reformatting, no apologising for the state of it."
"Their team caught a couple of errors my old bookkeeper had been carrying forward for ages and quietly fixed them."
"Our monthly financials land in our inbox by the 10th, every single month — I finally know where the business stands without chasing anyone."
"Bank reconciliation used to be a dreaded end-of-month ritual, and now it's done automatically before I even think about it."
"Having books that were loan-ready meant our bank approval went through far quicker than I'd braced myself for."
"I used to do reconciliation by hand and constantly second-guess myself; automating it removed a whole layer of stress."
"The fact that my own accountant can still log into the same file and pull what they need has saved us so much back-and-forth."
"Moving off Bench felt daunting but they made the transition simple, and now I get answers from an actual person."
"Month-end close used to drag into the second week; now it's wrapped early and I trust the numbers completely."
"No more shoebox of receipts; Dext captures them and they're matched before I've even filed the paper copy."
"When we went to raise our first round, our books were already investor-ready and the diligence questions barely slowed us down."
"Knowing my data never leaves my own accounting software gives me peace of mind that I'm not trapped if anything changes."
"The setup on our platform was smoother than I expected; they connected the bank feeds and apps and just handled it."
"Onboarding was painless — they had everything set up in our existing system within a couple of days and never made me feel silly for asking questions."
"Switching bookkeepers always sounds risky, but the handover was seamless and our previous gaps were sorted within a month."
"I haven't keyed in a single transaction since we onboarded; the manual data entry that used to eat my Sundays is just gone."
"I get a clean set of accounts I can hand straight to my accountant — no reformatting, no apologising for the state of it."
"Their team caught a couple of errors my old bookkeeper had been carrying forward for ages and quietly fixed them."
"Our monthly financials land in our inbox by the 10th, every single month — I finally know where the business stands without chasing anyone."
"Bank reconciliation used to be a dreaded end-of-month ritual, and now it's done automatically before I even think about it."
"Having books that were loan-ready meant our bank approval went through far quicker than I'd braced myself for."
"I used to do reconciliation by hand and constantly second-guess myself; automating it removed a whole layer of stress."
"The fact that my own accountant can still log into the same file and pull what they need has saved us so much back-and-forth."
"Moving off Bench felt daunting but they made the transition simple, and now I get answers from an actual person."
"Month-end close used to drag into the second week; now it's wrapped early and I trust the numbers completely."
Illustrative testimonials representative of typical client experiences — not real named clients.
FAQ
Questions, answered
Do I have to switch accounting software?
No. We are certified partners of every major platform — QuickBooks Online, Xero, FreshBooks, Sage, Zoho Books, NetSuite, Wave and MYOB — so we work inside whatever you already use. If you are starting fresh, we recommend the right platform for your needs during onboarding.
What happens to my data if I leave?
It stays yours — always. Unlike services that trap your books in their own software, your ledger lives in your own accounting platform under your account. There is no lock-in. If you ever cancel, you keep full access to everything with nothing to migrate.
Which countries do you serve?
We work with small businesses across the United States, United Kingdom, Australia and Canada. Core bookkeeping — reconciliation, profit & loss, and balance sheet — works the same everywhere, and our platform mix covers all four markets.
Why are prices in US dollars?
We bill in USD across all four markets so every client sees one clear, consistent price. Your bank or card handles the conversion automatically at checkout.
Do you handle VAT and GST, or just US sales tax?
Both. Our Sales Tax / VAT / GST service covers US state sales tax, UK VAT, Australian GST/BAS and Canadian GST/HST — filed directly or with vetted local partners depending on your jurisdiction.
What is included in the monthly fee?
Reconciliation of your connected bank and card feeds, digital receipt matching via Hubdoc or Dext, automated bank-rule maintenance, and your monthly Profit & Loss and Balance Sheet — delivered before the 10th. Tax, payroll, AR/AP and CFO work are available as add-ons.
What if I need something outside my plan?
We never silently rack up charges. If you ask for work that is not in your plan or an add-on, we pause, send a written Scope Change Authorization, and only begin once you approve. Ad-hoc work is billed at $85/hour in 15-minute increments.
How do I get started?
Book a free 15-minute consultation or complete the short intake form. We confirm your exact quote, then connect your accounts and configure your automation rules. Most clients are fully onboarded within their first month.
Start your onboarding profile
Tell us a little about your business and we'll confirm your exact quote, then connect your accounts and configure your automation. Takes about 60 seconds.
- ✓ No credit card required
- ✓ 30-day money-back guarantee
- ✓ Your books stay in your own software
Prefer to talk first? Book a free 15-min call →