Castlewood handles your bookkeeping, reconciliations, and monthly reports, so you can decide from numbers you trust and hand your tax preparer clean books at year end.
Built for service businesses: consultants, contractors, agencies, trades, professional practices, churches and nonprofits.
30 minutes. No pressure. No obligation.
Every year it is the same: receipts in a folder, a year of uncategorized transactions, and a tax preparer waiting on you. Books kept current month by month turn tax time into a short handoff.
You are making calls on hiring, pricing, and what you can pay yourself while the books sit two months behind. Current monthly reports give you something firmer than a gut feeling.
Months of unreconciled accounts, personal and business charges mixed together, and a growing sense that it is too late. It is not. We clean it up for a flat fee, then keep it current.
One person who knows your books, working in QuickBooks Online on a regular schedule.
Every transaction categorized and reconciled to your bank and credit card statements.
A profit and loss statement and balance sheet you can read without an accounting degree.
Accounts payable and accounts receivable tracked, so you know what is owed in both directions.
A clean chart of accounts, or a catch-up on months of backlog, quoted as a flat fee.
Clean records your tax preparer can use without a string of questions.
A clear view of what is coming in and going out.
We do not prepare tax returns or perform audit, review, or attest work. We work alongside your CPA or tax preparer, and we coordinate with them when you want us to.
Free, 30 minutes. You tell us where your books stand and what is worrying you. We tell you honestly whether and how we can help, including when the answer is that you do not need us yet.
If your books need work first, we quote a flat fee up front. A diagnostic review is 100% credited toward your first three months of monthly service.
From $450 a month. Your accounts are reconciled, your reports arrive, and your tax preparer gets clean records at year end.
Monthly bookkeeping starts at $450 and scales with transaction volume and complexity. Choose the services you need in the Instant Estimate and see a range in about a minute, with no email required. Your exact quote is confirmed after a free call and a look at your books, and it never changes mid-engagement without your approval.
Castlewood is run by Eric Jones, with his wife Kelly supporting the practice behind the scenes. Eric learned bookkeeping on the job, on the national finance team of a nonprofit where auditors, boards, and donors read the books and they have to hold up. That is the standard he brings to every client, business or ministry.
Book a free discovery call. Worst case, you leave with a clearer picture of your finances. Best case, you stop worrying about them.