Remote Bookkeeping · CPA-led
Clean books, closed on time. Every month.
Stop chasing receipts and guessing at your numbers. Merit reconciles every account, closes your books on schedule, and delivers CPA-reviewed financials for one fixed monthly fee — from $499/mo.
- Fixed fee, scoped in writing
- Up and running in 5 business days
- QuickBooks Online & Xero
What lands in your inbox each month
A finished close, not a to-do list.
- P&L, balance sheet, and cash flow — reviewed by a CPA
- Every bank, card, and loan account reconciled
- Transactions coded consistently, month over month
- Tax-ready records your preparer can use as-is
Closed by an agreed date, every month $499/mo+
Combined experience inside national accounting firms
A licensed CPA reviews your financials before they reach you
Scoped in a written engagement letter before work begins
From scoping call to your first reconciled month underway
Partners trained at BDOCrowePwCWeaverArmanino
Sound familiar?
Your books shouldn't be the thing keeping you up at night.
The close never actually finishes
It's the 20th and last month still isn't reconciled. You're making decisions on numbers you don't fully trust — or not making them at all.
Year-end is a cleanup project
Your tax preparer sends a list of forty questions, you spend weeks digging through statements, and you pay extra for the privilege.
A full-time hire doesn't pencil
You need someone competent and consistent, not a salary, benefits, and management overhead for what is really a part-time workload.
Merit gives you a bookkeeping function that runs on a schedule, is reviewed by a CPA, and costs less than a part-time hire.
What changes
Numbers you can act on, without the overhead.
Bookkeeping is the foundation every other financial decision gets built on. We treat it that way.
Decisions on real numbers
Monthly financials that tie to the bank, so you know your margin and cash position before the next decision — not three weeks after.
Hours back every month
No more categorizing transactions at 10 p.m. Bank feeds, coding, reconciliations, and follow-ups are handled — you just review.
A painless year-end
Clean, tax-ready records handed to your preparer in January. No cleanup fee, no scramble, no list of questions you can't answer.
One predictable line item
A fixed monthly fee, set in writing before we start. No hourly billing, no surprise invoices, no scope that drifts without a conversation.
What's Included
Everything your books need. Nothing you don't.
Monthly Reconciliation
Every bank, credit card, and loan account reconciled and reviewed, so your balances are always right.
Categorization & Coding
Transactions coded to a clean chart of accounts — consistent month over month, built for real reporting.
Monthly Financial Statements
P&L, balance sheet, and cash flow delivered every month, reviewed by a CPA before they reach you.
AP / AR Support
Bills tracked, invoices sent, receivables followed up — so nothing falls through the cracks.
Payroll Coordination
Payroll entries recorded correctly and reconciled against your provider, every pay period.
Tax-Ready Books
Clean records handed to your CPA or tax preparer at year-end — no scramble, no cleanup project.
How It Works
A close that runs on a schedule, not a scramble.
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1
Day 1
Scoping call
A 30-minute conversation about your accounts, volume, and software. You leave with a fixed monthly quote in writing.
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2
Days 2–5
Connect & clean up
We connect your bank feeds and, if needed, catch up or clean up your existing books so we start from solid ground.
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3
Throughout the month
We keep the books
Reconciliations and coding happen as transactions clear. Questions come to you in one batch, not a dozen emails.
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4
Month-end
Close, review, deliver
Books close by your agreed date. A CPA reviews the statements, then they land in your inbox — with a walkthrough call on Growth and Custom plans.
Already have a bookkeeper who's fallen behind? We'll quote the catch-up as a one-time project so your monthly fee stays fixed.
Compare your options
Why owners choose Merit over the alternatives.
| Doing it yourself | In-house bookkeeper | Typical bookkeeping service | Merit | |
|---|---|---|---|---|
| What it costs you | Your evenings and weekends | Salary, benefits, management time | Varies; often hourly | Fixed fee from $499/mo |
| Reviewed by a CPA | — | Rarely | Sometimes, at extra cost | Every month |
| Closes on a set date | When you get to it | Depends on the person | Depends on the queue | Yes, in writing |
| Tax-ready at year-end | Cleanup required | Usually | Usually | Yes |
| Path to CFO-level support | — | — | Rarely | Fractional CFO on the same team |
Who's behind your books
Two partners who've run finance for a living.
Merit isn't a bookkeeping shop that grew a CPA. It's a CPA-founded finance firm that does the bookkeeping right because everything else depends on it.
Kenny Broom, CPA
Chief Financial Officer
20+ years in public accounting at BDO, Crowe, Weaver, and Armanino. Most recently held final responsibility for 176 funds as Director at the world's largest digital asset fund administrator. Past President, TXCPA Dallas.
Full bio →
Wayne L. Williams, Jr.
Chief Operating Officer
Former Partner at BDO and Crowe; began at PwC. Built Crowe's Dallas audit office from four people to seventy-five. Since then, operating CFO of two ventures and outsourced CFO to companies from $200M to $700M.
Full bio →Pricing
Fixed monthly fees. No hourly billing.
Every plan starts with a scoping call and a written engagement letter. The fee you agree to is the fee you pay.
Best for early-stage
Essential
Straightforward, low-volume books that need to be right and on time.
$499/mo
- Up to 100 transactions reconciled per month
- CPA-reviewed monthly financial statements
- QuickBooks Online or Xero
- Email support
Most Popular
Best for growing businesses
Growth
Multiple accounts, higher volume, and a monthly conversation about what the numbers mean.
$749/mo
- Up to 500 transactions reconciled per month
- CPA-reviewed financials + monthly review call
- AP / AR support
- Payroll coordination
- Priority email & phone support
Best for complex books
Custom
Multi-entity businesses, or anyone who needs CFO-level oversight alongside bookkeeping.
Let's Talk
- Multi-entity or high-volume books
- Custom reporting packages
- Fractional CFO add-on available
- Dedicated point of contact
- CPA review of every statement
- Written engagement letter
- Close by an agreed date
- Tax-ready books at year-end
Need a catch-up or cleanup first? We quote it as a one-time project before your monthly fee starts — so the monthly number never moves.
Questions
Frequently asked questions
How fast can we start?
Within 5 business days of your scoping call. Bank feeds get connected first; if your books need catch-up work, we'll quote that separately and start it in parallel.
What software do you work with?
QuickBooks Online and Xero. If you're on something else — or on nothing yet — let's talk. Migration is often part of onboarding, and we'll recommend the platform that fits your business.
My books are months behind. Can you help?
Yes. Catch-up and cleanup work is scoped as a one-time project with a fixed fee, so you know the cost before we start and your ongoing monthly fee stays fixed.
What do you need from me each month?
Very little. Bank and card feeds flow in automatically. We'll send you one batch of questions on anything we can't code confidently — usually a handful of transactions — and that's typically it.
Is this bookkeeping or full accounting?
Bookkeeping: reconciliation, categorization, and monthly financial statements. If you also need forecasting, cash management, or lender reporting, our fractional CFO services layer directly on top of the same books.
Do you prepare tax returns?
No. Merit is a consulting firm, not a CPA firm, and we don't prepare returns or give tax opinions. What we do is hand your preparer clean, reconciled, tax-ready books — which is what makes their job fast and your bill smaller.
Do you sign an engagement letter?
Always. Every client gets a written engagement letter with clear scope and fees before work begins. If your needs change, we talk first and put the change in writing — no surprise invoices.
Get started
Get your fixed monthly quote.
Tell us a bit about your business. We'll reply within one business day with a fixed monthly number — no call required unless you want one.
- A fixed quote in writing, not a range
- No obligation, no sales sequence
- Up and running within 5 business days
Prefer to talk? (307) 222-2570 · info@consultmerit.com