SMALL BUSINESS BOOKKEEPING

Bookkeeping that keeps your business organized.

Straightforward monthly bookkeeping for small businesses that want current records, useful reports, and less time spent sorting through transactions.

Monthly bookkeeping QuickBooks Financial reports Year-end organization

ONGOING SUPPORT

Flexible bookkeeping support for the way your business operates.

UnbrokenFi keeps the bookkeeping side moving while you focus on operating the business. Transactions stay organized, accounts stay reconciled, and your financial activity is turned into reports you can review.

01

Bank and credit-card activity

02

Business income and expenses

03

Connected QuickBooks accounts

04

Monthly financial reporting

05

Organized year-end records

06

Client portal access for documents, tasks, and questions

WHAT’S INCLUDED

The bookkeeping essentials, handled consistently.

01

QuickBooks setup and support

Get the bookkeeping system organized and keep the accounts needed for ongoing work connected.

02

Transaction organization

Business activity is reviewed and categorized so the books stay current throughout the year.

03

Account reconciliation

Bank and credit-card records are reconciled so the bookkeeping stays aligned with the underlying accounts.

04

Monthly financial reports

Receive useful reports that show how the business performed during the month.

05

Year-end organization

Keep cleaner records and reports ready to share with your tax preparer when tax time arrives.

06

Direct support

Questions stay with the person handling your books instead of being passed through a rotating team.

WHY UNBROKENFI

Straightforward support without unnecessary complexity.

01

Work directly with Bran.

Your bookkeeping stays with the founder, so the person answering your questions already knows the account.

02

Remote from start to finish.

The process is handled online, so your business does not need to be located near an office.

03

Clear reporting.

Receive reports tailored to your business so you can understand performance, spot meaningful changes, and make decisions with more context.

04

A simple starting process.

Start by telling us about the business so the bookkeeping scope and monthly quote can be matched to what you need.

PRICING

Bookkeeping priced around your business.

Small-business bookkeeping is quoted individually rather than forcing every business into the same package. Complete the short quote request so we can review what your business needs and confirm the monthly scope.

CUSTOM MONTHLY QUOTE

Tell us about your business.

We’ll review your specific bookkeeping needs and confirm the scope before you commit.

Request a Bookkeeping Quote No tax filing or sales-tax filing is included.

GETTING STARTED

A simple path into monthly bookkeeping.

01

Request a quote.

Tell us about the business, accounts, and bookkeeping support you need.

02

We review the scope.

We look at the information provided and confirm the monthly bookkeeping scope and price.

03

Review and sign.

You receive the engagement details and payment setup before ongoing work begins.

04

Get connected.

QuickBooks and the necessary business accounts are connected so monthly bookkeeping can begin.

FAQ

A few things to know before you get started.

How is my monthly price determined?

Small-business bookkeeping is quoted after reviewing the needs of your business rather than using one fixed package for everyone.

Do I need to already use QuickBooks?

No. If QuickBooks setup or organization is needed for the bookkeeping engagement, we can address that as part of getting the account ready for ongoing work.

Do you prepare or file tax returns?

No. UnbrokenFi provides bookkeeping and accounting support. Your reports and records can be organized for your tax preparer, but tax-return preparation and filing are not currently provided.

Do you file sales-tax returns?

No. Sales-tax filing is not currently included. Bookkeeping support can keep the underlying records organized, but filing remains outside the service.

Is a long-term commitment required?

No. Bookkeeping services are month to month, subject to the terms of your engagement agreement.

Do you work with businesses outside South Carolina?

Yes. UnbrokenFi is remote and works with businesses across the United States.

Bran, founder of UnbrokenFi

WORK DIRECTLY WITH THE FOUNDER

Your accountant is the founder.

When you work with UnbrokenFi, the person handling your bookkeeping is also the person you communicate with. Fewer handoffs means more context and a simpler working relationship.

About UnbrokenFi

SMALL BUSINESS BOOKKEEPING

Ready to get the bookkeeping off your plate?

Request a Quote