Process
The books your business needs
Secure Connections
Connect the tools your business uses
We support common bank connections, payment platforms, and bookkeeping systems through approved connection workflows designed for encrypted transfer and careful access handling.
Chase
Bank of America
Wells Fargo
American Express
Discover
Visa
Mastercard
PayPal
Venmo
Square
QuickBooks
Hands-off books from
access to report.
Give us secure access once.
We handle the monthly work.
Connect your existing bank through our partner Plaid, or manually upload transactions if your bank is not supported. From there, we categorize, reconcile, review, and send your monthly report without you chasing every receipt.
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Reports that make
your numbers clear
Profit, cash flow, and tax-ready records
without the accounting jargon.
- Monthly statements delivered to you
- Cash flow snapshots and owner notes
- Advisor support when questions come up
Client Dashboard
Your client area makes
bookkeeping hands-off
Connect once
Link your existing bank through Plaid so transactions flow in automatically. If a bank is not supported, you can manually upload transactions instead.
Receipt Management
Quickly upload receipts from the website or app with no special requirements. We match them to the books and keep them organized.
Monthly delivery
We reconcile the books, prepare the report, and include advisor support so you know what your numbers mean.
Our Services
Why businesses choose our team
Client Notes
What owners say about us
Beacon Grove finally gave my interior design studio clean project-level numbers I can trust. I spend less time sorting receipts and more time planning installs, sourcing pieces, and keeping clients on schedule.
Maya Brooks
Interior design studio
Between tips, payroll, vendor invoices, and card deposits, our books used to take over my Monday mornings. Now everything is categorized clearly, and I can see where the cafe stands before the first rush of the week.
Daniel Ortiz
Neighborhood cafe owner
After years of messy project coding, they cleaned up our books and gave us a clear view of which clients and scopes were actually profitable. Now we price consulting engagements with confidence.
Priya Shah
Consulting agency partner
Uploading receipts from the shop floor is simple, and everything is organized before I forget the details. I can stay current each week instead of losing a day catching up at the end of the month.
Elena Torres
Boutique retailer
Once the bank connection was set up, our job deposits and supplier payments started landing where they belonged. I spend a lot less time answering bookkeeping questions and more time keeping crews moving.
Marcus Reed
Home services operator
Our month-end reports finally make inventory, margins, and cash flow easy to explain before a lender asks. I can walk into financing conversations with clean numbers and confidence.
Hannah Kim
Specialty retail owner
Service Plans
Start with your first
month free.
Starter
Starter
Clean Books
$399/mo
First month free
- Plaid bank connection
- Receipt management
- Monthly reports
- No contract, cancel anytime
- Cleanup projects
Growth
Growth
Managed Books
$499/mo
For active growing firms
- Everything in Clean Books
- Manual transaction uploads
- Payroll journal support
- Monthly review call
- Controller advisory
Premier
Premier
Advisory Books
Custom
For complex operations
- Everything in Managed Books
- Cash flow reporting
- Sales tax coordination
- Cleanup and catch-up
- Owner advisory support
Frequently Asked Questions
Have a bookkeeping question?
We connect your accounts when supported, collect receipts and missing details, categorize transactions, reconcile accounts, and deliver monthly reports with notes you can actually use.
You can connect supported banks through Plaid and upload receipts without a special format. If a bank is not supported, you can upload statements or transaction files manually.
In most cases, yes. We review your current setup during onboarding and confirm the best way to keep your books clean without making you rebuild your entire workflow.
Usually we need account access, receipt uploads, and answers to a short list of uncategorized or unusual items. The goal is to keep owner time low and the monthly close predictable.
Most clients receive a profit and loss statement, balance sheet, cash flow notes, and plain-English highlights that call out trends, unusual items, and owner questions.
Yes. We do not just send statements. We include notes about the activity behind the numbers so you can spot margin changes, cash flow pressure, and transactions that need attention.
Yes. We can flag timing issues, recurring expenses, owner draws, receivable patterns, and other items that affect monthly cash visibility.
Yes. Clean books and organized support files can make tax prep easier, but your tax preparer remains responsible for tax advice and filings unless a separate written engagement says otherwise.
Yes. We can catch up prior months, reconcile old accounts, fix miscategorized items, and prepare cleaner records before moving you into a monthly bookkeeping rhythm.
It depends on your records and goals. We can review the period you need, identify missing statements or receipts, and scope the catch-up work before starting.
We usually need bank and credit card statements, accounting file access, payroll or merchant summaries when applicable, and any receipts or invoices needed to support unclear transactions.
We review the cleaned-up books with you, document any remaining questions, and set up the monthly workflow so the same issues do not keep coming back.
Monthly bookkeeping starts at $399/mo for the Starter plan. We confirm final scope before onboarding so the monthly plan matches the work required.
Yes, eligible new clients can start with a first month free offer. It is intended to make onboarding easier before regular monthly billing begins.
No long-term contract is required for the standard monthly plans. You can cancel anytime, and we keep the service scoped to the support you actually need.
Transaction volume, number of accounts, payroll complexity, sales tax coordination, cleanup work, advisory needs, and reporting requirements can all affect pricing.
Contact Us
Book and get started
Ready for cleaner books
and calmer months?
Beacon Grove Bookkeeping helps busy owners stay organized, prepared, and confident before tax season, lending conversations, or bigger business decisions.
Best next step: book a meeting on the calendar. Not ready to schedule? Send the short form and we will reach out.
