Book a review.
We look at your books, your close process and your reporting gaps, and recommend the right plan.
Bookkeeping · month-end close · controllership
US-based bookkeeping and month-end close for growing service and ecommerce businesses
Accurate books, a documented monthly close, and clear financial reports, prepared by experienced accountants in the United States. 100% remote. Serving clients since 2008.
- Serving clients since 2008
- US-based team
- 100% remote
- QuickBooks, Xero and NetSuite
- Amazon, Shopify and WooCommerce data experience
A reliable close, set up once and run every month
We onboard you.
We set up your accounts, document your close process, and agree on your records checklist and timeline.
We close every month.
You get reviewed financial statements and a conversation about what they mean.
What arrives every month
Not just reconciled books. A close you can use.
Your close follows a documented process, includes reviewed financial statements, and ends with clear reporting you can use to run the business.
Reconciled accounts
Bank, card and payment-processor activity tied out.
Documented close
A repeatable checklist and review step before delivery.
Financial statements
P&L, balance sheet and cash flow reporting.
Review conversation
A conversation about what the numbers mean for your business.
The SBS Client Portal
Everything about your monthly accounting. In one place.
No digging through email threads for document requests, close updates, deliverables or billing links. Every recurring SBS client gets a secure workspace built around the way we actually work together.
Know where your close stands.
See whether the month is waiting on records, in progress, under review or delivered.
See exactly what we need.
Outstanding document requests stay visible until they are resolved.
Exchange documents securely.
Upload requested records and access SBS deliverables without passing sensitive financial files around by email.
Keep communication with the engagement.
Messages, proposals, billing access and close history stay attached to your organization instead of individual inboxes.
Built for sensitive financial information
A private client workspace, not a public file link.
Client access is organization-specific. Documents are held in private storage, downloads use short-lived signed links after authorization, and important workflow activity is recorded in the portal’s audit history.
The portal is included with recurring SBS service. It is not a separate software product or add-on fee. It is simply how SBS delivers a more organized, visible accounting relationship.
Choose the level of support that fits your business
Silver: Essentials
Starting at $650/month.
Clean, reconciled books and monthly statements.
See Silver detailsGold: Complete Close
Starting at $1,500/month
A full documented close with balance sheet review.
See Gold detailsPlatinum: Controller
Starting at $3,000/month.
A named controller, profitability reporting and monthly analysis.
See Platinum detailsBuilt for established service and ecommerce businesses, typically $500K–$5M in annual revenue
You have real transaction volume, real payroll and real decisions to make. You need books you can rely on and numbers that arrive predictably, without hiring a full finance team.
Why Strategic Business Services
A US-based, accountable team.
Your work is prepared by experienced professionals in the United States. No offshore handoffs.
A documented close.
Every month follows a written checklist and a review step before we deliver. Your timeline is documented at onboarding.
A visible client experience.
Your SBS workspace keeps requests, close status, documents and communication in one place instead of scattering the relationship across email.
Proof from the work
Questions about pricing and close support
What does "starting at" mean?
Your fee depends on transaction volume, number of accounts, sales channels, entities, payroll and AP activity, and the condition of your books. We confirm your price in writing after your review.
How do you count transactions?
For ecommerce, we count payout-level summaries from each platform, not individual orders, so a busy store isn't penalized for order count. Other businesses are counted by bank and card transactions.
When will my books be closed each month?
We document your close timeline at onboarding, based on your business and your records. Timing depends on receiving complete records from you.
Are software subscriptions included?
No. QuickBooks, Xero, and related tools are billed separately and stay in your name.
Is cleanup included?
Catch-up and cleanup work is scoped and quoted separately.
Not sure which plan fits? Start with a review.
We'll look at your books and your close process and recommend a plan.