One monthly engagement does the core work. Add only what your business actually needs — nothing it doesn't.
Book a discovery call →The work that keeps everything else possible. Done quietly in the background, on a predictable rhythm, so your books are always current and you always know where you stand.
Every transaction sorted and every account reconciled — so the numbers are right, not roughly right.
A P&L, balance sheet, and cash summary delivered by the 10th of each month, written to be clear and decision-ready.
A real person who knows your books by name. When you reach out, you talk to someone who already knows your business, not a call center.
Email a question, hear back the next business day. Every time.
Clean, organized books handed to your CPA in a package they can file from without a single follow-up.
Every business is built a little differently. Add any of these to your monthly plan, and leave the rest.
Behind on the books? We rebuild and reconcile prior months — or years — until everything is current and CPA-ready.
Run payroll without the headache — and we register your business for payroll in every state your team works from.
We track what you owe across every jurisdiction and file on time, so you are never scrambling before a deadline.
We prepare and file 1099s for your contractors accurately — and well before the January deadline.
Send us the receipts; we capture, match, and file them against every transaction. Audit-ready, all year.
Selling through Shopify, Stripe, or a marketplace? We connect your platforms so sales, fees, and payouts flow into clean books automatically.
Our monthly plans start at $350/month. The exact price depends on your number of accounts, your monthly transaction volume, and any add-ons you choose, such as payroll, sales tax filing, or e-commerce integrations. We start with a 15-minute discovery call to talk through your business, then I send a custom proposal. No tiers to qualify for, and no surprises.
Every monthly engagement includes categorization and reconciliation of all your accounts, monthly financial reports (profit & loss, balance sheet, and a cash summary) delivered by the 10th of each month, direct access to your bookkeeper, a one-business-day response guarantee, and a clean year-end tax package ready to hand to your CPA.
Yes, and we make their job easy. We keep your books clean and current all year, then deliver an organized year-end package your CPA can file from without a round of follow-up questions. If you don't have a CPA yet, we're happy to point you toward one we trust.
We specialize in service-based and product-based small businesses, including agencies, coaches and creators, real estate and construction, health and wellness practices, tech and SaaS companies, and e-commerce and online stores. If you've outgrown spreadsheets and want your books handled by someone who actually knows them, we're likely a fit.
We don't file income taxes. That's your CPA's role, and we work hand-in-hand with them. What we do is keep your books so clean and organized that tax time stops being stressful. We can also handle sales tax filing and 1099s as add-ons, which are separate from your annual income tax return.
Absolutely. This is one of our most common starting points. Our historical cleanup add-on rebuilds and reconciles your prior months (or years) until everything is current and CPA-ready. Once you're caught up, your monthly plan keeps it that way.
Yes. If you sell through Shopify, Stripe, or a marketplace, our e-commerce integration add-on connects your platforms so sales, fees, and payouts flow into clean books automatically — no more untangling deposits at month-end.
Ivory Balance Books is so communicative, easy to reach, and always on top of things. For the first time, I actually understand my numbers and feel ready to make decisions.
Your price reflects your accounts, transaction volume, and the add-ons you choose. We start with a 15-minute discovery call to talk through your business, then I send a custom proposal. No tiers to qualify for, no surprises.
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A bookkeeping & accounting practice for growing businesses who want decision-ready books. Personal by design.