Bookkeeping — and only bookkeeping

Your books, finally off your plate.

You didn't start a business to reconcile transactions at 11pm. I manage your QuickBooks, send you real financial statements every month, and answer your questions like an actual human — because I am one.

No contracts · No bill pay · No taxes · Just clean books, done right
Financial Statement
June, Closed
P&L
Revenue$86,420
Cost of Goods$31,110
Operating Expenses$23,000
Net Income$32,310
BOOKSBALANCED
✓ Reconciled every account
If this sounds like you

The books aren't the real problem. The not-knowing is.

01

You open QuickBooks, feel that little drop in your stomach, and close it again.

02

Someone asks how business is going, and you genuinely don't know the answer.

03

Tax season turns into a scramble because the books were never really "done."

That knot in your stomach isn't a work-ethic problem. It's a bookkeeping problem — and it's completely fixable. Your time is worth more running your business than reconciling it.

How it works

Two things. Done exceptionally well.

No admin work. No invoice chasing. No bill pay. No taxes. I don't try to be everything — I keep your books clean and I'm here when you need me. That's it.

01 / MANAGEMENT

Bookkeeping Management

I get into your QuickBooks every single month — reconciling every account, categorizing every transaction, and closing the books properly. As soon as the month ends, you get a clear, accurate financial statement. No guessing, no spreadsheet archaeology.

  • Monthly bank & credit card reconciliation
  • Full transaction categorization
  • P&L and Balance Sheet, delivered monthly
  • A QuickBooks file that's always audit-ready
02 / ACCESS

Unlimited Access to Me

Real questions deserve real answers from a real person. Email me anytime — about a weird transaction, a number that looks off, or what your P&L is actually telling you about your business. You get 100% me. No account managers, no support tickets.

  • Unlimited email access
  • Plain-English answers, not accounting jargon
  • Help understanding what your numbers mean
  • One person who actually knows your business
What I don't do: Admin work Bill pay Invoice collections Taxes
Simple, honest pricing

Pick the level of support your business needs right now.

No contracts. No surprise add-ons. Just clean books, delivered every month, and a real person to ask.

Essential
Clean, accurate books every month
Starting at$300/mo
  • Monthly bank & card reconciliation
  • Transaction categorization
  • Monthly financial statements
  • Unlimited email access
Get Started
Premium
A true financial partner
Starting at$750/mo
  • Everything in Growth
  • Complex entities / multiple accounts
  • Monthly plain-English walkthrough
  • Unlimited email + monthly call
  • CPA-ready books at tax time
Get Started

Final pricing depends on transaction volume & complexity — most businesses land within these ranges. Cancel anytime.

Who's behind the books

I genuinely, unreasonably love this stuff.

Hi, I'm Sergio — the person behind every set of numbers you get from Montana Bookkeeping Services. Numbers, categories, a chart of accounts that finally makes sense — it's my favorite kind of puzzle. I love staying organized, and I love the moment I hand a business owner a set of financial statements that actually tells them something true about their business.

I only do bookkeeping — no admin work, no bill pay, no invoice chasing, no taxes. Just the books, done properly, every single month. If you're a business owner who's finally realized your time is worth more spent running your business than reconciling it, that's exactly who this was built for.

Sergio · Certified QuickBooks Online ProAdvisor · Based in Montana

Every month you wait is another month of not knowing.

One free 15-minute call today could save you hours of stress this year. No pressure, no pitch — just a conversation about your books.

✓ BOOKS BALANCED — YOU'RE ALL SET