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.
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The Real Cost of
Messy Books
Disorganized finances don't just feel stressful — they cost you real money.
* 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.
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.
Connect Your Accounts
Securely link your bank and credit cards via read-only access, or upload statements to your encrypted client portal.
We Categorize & Reconcile
Every transaction categorized correctly. All accounts reconciled monthly — down to the cent.
Receive Clean Reports
P&L and Balance Sheet delivered each month. Clear numbers, plain language — not accounting jargon.
Tax-Ready, Always
Your CPA already knows your numbers cold. Tax season becomes a formality, not a fire drill.
What Clean Books
Actually Do
Banks require clean financial statements. With monthly bookkeeping, you're always ready to apply.
Properly categorized expenses mean nothing falls through the cracks at tax time.
Real-time P&L means you see what's profitable — and what isn't — before it's too late to act.
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.
- Monthly transaction categorization
- Bank & credit card reconciliation
- Monthly P&L statement
- Secure client portal
- Direct CPA communication
- Everything in Starter
- Balance sheet (monthly)
- Cash flow statement
- AP/AR tracking
- QuickBooks or Xero setup
- Quarterly financial review call
- Everything in Growth
- Multi-entity bookkeeping
- Payroll reconciliation
- Dedicated monthly review
- Priority response SLA
- Year-end tax prep included
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 surprises | Your time costs money | Hourly billing | ✓ |
| 24-hour response guarantee | — | Days or weeks | ✓ |
| Bilingual English & Russian | — | Rarely | ✓ |
| Books & taxes by the same CPA | ✕ | Usually separate depts | ✓ |
| Encrypted secure client portal | Email attachments | Sometimes | ✓ |
| Audit-ready records year-round | ✕ | (but expensive) | ✓ |
Bookkeeping Questions,
Answered Honestly
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