Services · Accounting & Bookkeeping

Clean Books.
Real-Time Clarity.
Zero Surprises.

Gain full visibility into your business finances with professional bookkeeping by a licensed CPA. Accurate, up-to-date records that keep your business audit-ready year-round — and your decisions data-driven.

Monthly & catch-up bookkeeping
P&L, Balance Sheet, Cash Flow statements
Bank reconciliation & AP/AR management
Flat-fee pricing — you know the cost upfront

Get a Free Quote

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Free, no-obligation. Flat-fee pricing.

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The Real Cost of
Messy Books

Disorganized finances don't just feel stressful — they cost you real money.

Before
After
Profit & Loss · May
Client payments+$32,400
Software−$320
Rent−$4,200
Payroll−$12,600
Net, May$15,280
Suggested tax set-aside*~$4,600

* Illustration with example figures. The suggested set-aside is an estimate; the actual amount depends on your situation.

Without Professional Bookkeeping

  • Tax season is a frantic scramble to find receipts and records
  • You can't tell if your business is actually profitable this month
  • Bank loan rejected — no clean financial statements to show
  • Missed deductions because transactions aren't categorized
  • IRS notice arrives and your records don't match
  • Hours wasted every month on manual reconciliation

With WELFO Bookkeeping

  • Tax return filed smoothly — books handed over ready to go
  • Clear P&L every month — you know exactly where you stand
  • Bank approves your loan — clean financials always on hand
  • Every deductible expense captured and categorized correctly
  • Audit-ready records year-round — nothing to fear
  • Zero time spent on bookkeeping — your CPA handles it all

Our Bookkeeping &
Accounting Services

Everything you need to maintain complete, accurate financial records — delivered monthly by a licensed CPA.

Monthly Bookkeeping

Continuous recording of all financial transactions — every sale, expense, and transfer — kept balanced, categorized, and up to date every single month.

Catch-Up Bookkeeping

Professional cleanup of historical records — months or years behind. We reconstruct your books, reconcile all accounts, and bring everything into full compliance.

Financial Statements

Monthly or quarterly Profit & Loss, Balance Sheet, and Cash Flow statements — prepared to professional standards and ready for lenders, investors, or your tax return.

Bank & Card Reconciliation

Accurate matching of bank and credit card statements with your accounting records — every month, every account — to identify discrepancies before they become problems.

Accounts Payable & Receivable

Strategic management of your bills and customer invoices to optimize cash flow — so you know exactly what's owed to you and what's coming due.

Tax-Ready Year-Round

Your books are kept in a format that plugs directly into your tax return. And since the same CPA handles both — no re-explaining, no translation errors between firms.

"

My books were 18 months behind and my bank had rejected my loan application. WELFO caught everything up in two weeks, prepared clean financial statements, and I got the loan approved the following month.

— James & Alicia R., Restaurant Owners, Florida  · 

Bookkeeping That
Runs on Autopilot

Getting started takes less than 15 minutes on your end. After that, we handle everything — every month, without you lifting a finger.

1

Connect Your Accounts

Securely link your bank and credit cards via read-only access, or upload statements to your encrypted client portal.

2

We Categorize & Reconcile

Every transaction categorized correctly. All accounts reconciled monthly — down to the cent.

3

Receive Clean Reports

P&L and Balance Sheet delivered each month. Clear numbers, plain language — not accounting jargon.

4

Tax-Ready, Always

Your CPA already knows your numbers cold. Tax season becomes a formality, not a fire drill.

What Clean Books
Actually Do

Get Approved for Loans

Banks require clean financial statements. With monthly bookkeeping, you're always ready to apply.

Capture Every Deduction

Properly categorized expenses mean nothing falls through the cracks at tax time.

Make Smarter Decisions

Real-time P&L means you see what's profitable — and what isn't — before it's too late to act.

Audit-Ready Always

IRS inquiry or investor due diligence — your records are organized, complete, and defensible.

Flat-Fee Bookkeeping.
No Hourly Surprises.

Pricing is based on monthly transaction volume. You know the exact number before we start — it never changes mid-engagement.

Starter
from $249/mo
Freelancers & solo businesses — up to 75 transactions/month
  • Monthly transaction categorization
  • Bank & credit card reconciliation
  • Monthly P&L statement
  • Secure client portal
  • Direct CPA communication
Get a Quote
Scale
Custom
Established businesses — 200+ transactions or complex needs
  • Everything in Growth
  • Multi-entity bookkeeping
  • Payroll reconciliation
  • Dedicated monthly review
  • Priority response SLA
  • Year-end tax prep included
Request Custom Quote

All prices in USD · Catch-up bookkeeping quoted separately · No contracts — cancel anytime

Why Businesses
Choose WELFO

What you get DIY / Spreadsheet Large Accounting Firm WELFO
Licensed CPA handles your books✕Sometimes (junior staff)✓
Flat-fee pricing, no surprisesYour time costs moneyHourly billing✓
24-hour response guarantee—Days or weeks✓
Bilingual English & Russian—Rarely✓
Books & taxes by the same CPA✕Usually separate depts✓
Encrypted secure client portalEmail attachmentsSometimes✓
Audit-ready records year-round✕ (but expensive)✓

Bookkeeping Questions,
Answered Honestly

How far behind can you catch up?
As far back as needed — we've caught up businesses that were 3+ years behind. We reconstruct records from bank statements and any documentation you have. The further behind, the more the catch-up costs, but we always quote upfront before starting.
Do I need QuickBooks or special software?
Not necessarily. We work with QuickBooks Online, Xero, and Wave. If you don't have accounting software we'll recommend the best option and set it up for you. If you already use something, we work within it.
How do I share documents securely?
All document sharing happens through your encrypted client portal — no email attachments with sensitive financial data. You upload statements once and we take it from there. Setup takes about 10 minutes.
Will you also do my taxes?
Yes — and this is a key advantage of working with WELFO. Your bookkeeping CPA and your tax CPA are the same person. That means your tax return is prepared by someone who already knows your numbers inside out. No re-explaining, no errors between firms.
Is there a contract or minimum commitment?
No long-term contracts. Monthly bookkeeping is billed month-to-month and you can cancel with 30 days notice. We believe in earning your business every month — not locking you in.
What if I only need bookkeeping for a few months?
That's fine. We offer one-time catch-up projects and short-term engagements in addition to ongoing monthly service. We'll scope exactly what you need and provide a flat-fee quote.

Ready for Books You
Can Actually Rely On?

Get a free flat-fee quote today. Most clients are onboarded within 48 hours.

Flat-fee pricing · No contracts · 24h response · English & Russian