Kickoff within 24–48 hours of signup — fully onboarded in about a week.
Your books, from kickoff to year-end
Four predictable steps. No jargon, no surprises, no lock-in.
Meet your bookkeeper
Within 24–48 hours of signupA dedicated, U.S.-based bookkeeper is assigned to your business — not a rotating team or a chatbot. You meet them on a 20-minute kickoff call where we learn your business, your industry, and how you want your books organized.
- One named bookkeeper who stays with you
- 20-minute kickoff call on your schedule
- Chart of accounts tailored to your industry
We connect your accounts
Within the first weekWe work inside your existing QuickBooks or Xero — no new platform to learn. We securely link your bank, credit card, payment processors, and payroll so transactions flow in automatically and your books stay yours.
- Works in your QuickBooks or Xero — no lock-in
- Bank, cards, Stripe/Square/PayPal, and payroll linked
- Secure, read-only connections — we never move your money
We close your books each month
Every month, on a set scheduleEvery transaction is categorized, every account reconciled to the penny. You get a clean P&L, balance sheet, and cash flow report — tax-ready, not a draft — delivered on a predictable schedule.
- Every transaction categorized to the right account
- Every account reconciled to the bank statement
- Tax-ready P&L, balance sheet, and cash flow delivered monthly
You stay ahead, year-round
OngoingMessage your bookkeeper directly anytime — no ticket queues. At year-end your statements are already closed and ready for your CPA on day one. No scramble, no surprise tax bills, no catch-up invoices.
- Direct messaging with your bookkeeper — replies under 24 hrs
- Year-end package ready for your CPA on day one
- Optional catch-up if you ever fall behind
What you get in your monthly close
Not just categorized transactions — a real, reconciled, tax-ready close.
- Reconciled bank, credit card, and payment processor accounts
- Every transaction categorized in your QuickBooks or Xero
- Profit & loss, balance sheet, and cash flow statement
- Tax-ready monthly close package
- Direct access to your dedicated bookkeeper
- Year-end CPA-ready statements
Are you a CPA or accountant? See how we partner with firms on client referrals.
How it works — your questions
How fast can we get started?
Within 24–48 hours of signing up you’ll have a kickoff call with your dedicated bookkeeper. Most clients are fully onboarded — accounts connected and chart of accounts set up — within the first week.
Do I need to switch accounting software?
No. We work inside your existing QuickBooks or Xero. There’s no new platform to learn, and your books always stay yours — no lock-in.
What if I’m months behind on my books?
We start catch-up the same week you onboard. You get a flat quote for the catch-up work up front, then drop into your normal monthly plan — no surprise invoices.
How do I communicate with my bookkeeper?
Through the Mispar client portal — message your bookkeeper directly, share documents, and track your monthly close all in one place. No email chains or support ticket queues. Typical response time is under 24 hours, often the same day.
Are your bookkeepers U.S.-based?
Yes. Your bookkeeper is U.S.-based and trained in U.S. small-business bookkeeping and tax readiness, across the industries we serve.
What happens at year-end?
Your books are already closed and tax-ready, so your CPA gets clean statements on day one — no scramble, no surprise adjustments, no re-doing the year.