Financial statements
Fully reconciled profit & loss, balance sheet and a customized dashboard sent to your inbox every month.
Monthly bookkeeping for small & midsize businesses
Bookkeeping, done for you
Helping your business stay compliant and make more money.
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Monthly financials
Profit & Loss Statement
Example CompanyProfit & Loss
June 2026
AccountAmount% of sales
Revenue
Product sales$92,450100.0%
Total revenue$92,450100.0%
Cost of goods sold
Purchases & materials$29,31031.7%
Gross profit$63,14068.3%
Operating expenses
Payroll$25,84027.9%
Rent & occupancy$8,5009.2%
Other operating expenses$11,32012.2%
Net operating income$17,48018.9%
Featured interview
An Interview with Our Founder
Read Brett's conversation with Step By Step Business about accurate bookkeeping, tax-time readiness and financial clarity for small business owners.
What we offer
Everything you need, in one monthly flat fee.
The power of a full-time accountant, at a fraction of the cost.
Human bookkeeper
Unlimited access to your own bookkeeper. Email, text or call—we love talking about your business.
Stress-free tax time
We keep you meticulously organized so tax time will be a breeze.
Learn more about tax timeAnd more
Send us pictures of your receipts and we'll save digital copies. We'll also file and issue 1099s for contractors at year-end.
Watch our free webinar
Learn bookkeeping in 30 minutes.
Interested in doing your own bookkeeping? Watch our webinar and learn how.
Watch free lessonSalesExpensesProfit
Know your numbers
You can't grow or make good decisions without up-to-date financial statements.
Accurate and real-time books allow you to forecast cash, manage expenses, optimize receivables and payables, and conduct financial analysis.
- Don't miss out on loans & investments
- Stay in good standing with the IRS
- Make informed financial decisions
- Improve cash flow
Executive-level insights
Always knowwhere your business stands.
Worried you won't understand the numbers? We'll explain everything without using confusing jargon.
How it works
From questionnaire to up-to-date books.
Tell us about your business
Go through our simple questionnaire and we'll learn everything we need to know about your business.
Connect all your accounts
We'll work with you to connect your accounts to our accounting software, QuickBooks Online.
Watch the magic happen
From here, we'll start working on your books. You can focus on running your business.
Security is a top priority
Your financial data deserves serious protection.
We take the privacy and security of your data very seriously.
Secure connections
We use read-only, secure connections to access your banking data.
Background checks
Every bookkeeper on our team goes through a thorough background check with multiple interviews.
You own your data
Your financial data is shared only with you and anyone else you specifically designate.
Learn the basics
Blog posts
Read our blog posts to understand the basic accounting topics that help you run a stronger, more informed business.
1 minute read
How to Read a Profit & Loss Statement
Learn what your P&L says about sales, expenses and profitability.
Read blog post2 minute read
How to Read a Balance Sheet
A simple guide to assets, liabilities and the financial health of your business.
Read blog post3 minute read
If You Sell Products, You Have to Adjust for Inventory
See why inventory adjustments matter for accurate financial statements.
Read blog post2 minute read
How Tax Time Works with Digit Lime
See how organized books and direct CPA support can make tax season far less stressful.
Read blog postReady to get started?
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