Bookkeeping for Consultants & Solo Professionals
Accurate, done-for-you monthly cash-basis Profit & Loss statements straight from your bank statements. No software to manage, no bank feeds to fix, and no wasted billable hours.
Get StartedClean Financials for Independent Practices
As a consultant, coach, or solo professional, your time is your inventory. We reconcile your monthly bank and credit card statements on a cash basis and deliver clean, organized Profit & Loss reports every month.
What CheckOff Books Handles
- Client payments and inflow tracking from statements
- Categorized business expenses such as software, marketing, travel, contractor fees, and professional memberships
- Review-ready monthly P&Ls
- No accounting software to manage
- No bank access required
Service Scope & Focus
We do not calculate quarterly estimated taxes, prepare tax returns, provide tax planning advice, or manage invoicing. Reports can be provided to you or your tax professional for review.
Learn more about our statement-based bookkeeping process.