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Bookkeeping

Bookkeeping inside your BOS, not bolted on.

Live-synced from your bank, AI-categorized, monthly CPA review. P&L, Balance Sheet, Cash Flow, tax-ready books by the 10th of every month. Year-end → your tax pro or we file.

From $149/mo · Live bank sync · Monthly CPA review · Books closed by the 10th
LEDGER · MAR 2026LIVE SYNCEDStripe payoutREVENUE · Mar 28+$8,420Mercury · Office rentOPEX · Mar 27-$3,200Wire: Acme Corp Inv #144REVENUE · Mar 26+$12,000Gusto payrollPAYROLL · Mar 25-$24,840AWS · Mar usageOPEX · Mar 24-$842Net month-to-date+$48,672QBO + XEROCPA REVIEWED
Every month

The bookkeeping handoff, automated.

1
DAY 1

Auto-sync

Bank feeds pull last month's transactions automatically.

2
DAY 3

AI categorize

BosAI categorizes 95% of transactions accurately on first pass.

3
DAY 7

CPA review

Real CPA reviews categorizations, flags edge cases.

4
DAY 10

Books closed

P&L, Balance Sheet, Cash Flow in your Document Vault.

FAQ

Common questions.

Why does my business need bookkeeping?

Accurate bookkeeping tracks your income and expenses so you can file taxes correctly, understand your finances, support financing, and keep business and personal funds separate, which protects your liability shield. It is foundational to running a real business. We keep your entity organized so your books rest on a clean structure.

When should I start bookkeeping?

From day one: recording income and expenses as they happen, in a dedicated business account, is far easier than reconstructing them at tax time and supports the separation that protects you. We flag why early, consistent bookkeeping matters so your finances are organized from the start rather than a year-end scramble.

Does bookkeeping affect my taxes?

Directly: clean books let you file accurately, capture every deduction, and substantiate your return, while messy books lead to overpaying or errors. We flag how bookkeeping feeds your tax filings so your records support the return rather than complicating it.

How does bookkeeping protect my liability shield?

By keeping business finances separate and documented, bookkeeping supports the separation between you and the entity that preserves your liability protection, since commingling undermines it. We keep your entity organized so your books reinforce, rather than jeopardize, the shield.

What is the difference between bookkeeping and accounting?

Bookkeeping records the day-to-day transactions, while accounting interprets and reports on them, taxes, statements, analysis, so they are related stages, with bookkeeping as the foundation. We flag how they fit so your business has clean records that your tax preparation and accounting can build on.

Do I need bookkeeping software or a bookkeeper?

Many businesses use software, a bookkeeper, or both, but the essential thing is consistent, accurate recording of every transaction, which matters whatever tool you use. We flag the practices that keep your books clean so whatever system you adopt starts from good habits and a separate account.

How does bookkeeping support financing?

Lenders and investors want clean financials, so good bookkeeping produces the records that support a loan application or a raise, while messy books undermine credibility. We flag how organized books help with financing so your records are ready when you seek capital.

What records should I keep?

Income and expense records, receipts, bank and card statements, invoices, payroll records, and prior returns, organized through the year, so your books and supporting documents are complete. We flag what to keep so your bookkeeping is well-supported for taxes, financing, and any review.

Can File.Business help with my books?

We keep your entity, EIN, and records organized so your bookkeeping rests on a clean foundation, flag the practices and separation that keep books accurate, and coordinate with your bookkeeper or accountant, so your finances support your taxes and financing.

Start your business in the next 5 minutes.

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