Booked Financial
Your books, closed clean — every single month.
Taxes, bookkeeping and financial consulting for individuals and growing businesses. Real people, real expertise, zero stuffy.
12k+
Ledgers reconciled a year
$4.2M
Returned to clients
98%
Renew after month one
<24h
Average reply time
(a) What we do
Four ways we keep you in the clear
Tax prep & filing
Personal and business returns prepared and filed on time, with every deduction we can defensibly claim.
Bookkeeping
Categorised, reconciled and balanced monthly so your numbers always add up — no surprises at year end.
Financial consulting
Cash-flow forecasting, pricing and growth planning from an accountant who actually knows your numbers.
Payroll & reporting
Accurate payroll runs plus clean P&L, balance sheet and KPI reporting you can actually read.
(b) How it works
Set up in days, not weeks
01
Consult & scope
A free 30-minute call. We map your accounts and quote a flat monthly fee.
02
Onboard & clean up
We connect your bank and software, then tidy up the backlog in your books.
03
Close & plan
Your ledger closes on the 1st, every month. You get a clear plan for what's next.
(c) Google reviews
Rated 4.9 from 214 reviews
Google · 214 reviews
"Switched from a spreadsheet nightmare. First month-end closed in days and I finally trust my numbers."
"They caught a deduction our old firm missed for years. The flat fee is honestly worth triple."
"Payroll, taxes, planning — one team, one dashboard. It genuinely feels like an in-house finance crew."
(d) The team
Chartered, human, on your side
Booked Financial pairs certified expertise with a modern, fully remote practice. Every client gets a named accountant — not a tier-1 inbox.
(e) Questions
Before you book
Do you work with my industry?+
Mostly yes. We serve retail, creative, SaaS, professional services and trades. If yours is niche, ask on the call.
Is there a long-term contract?+
No lock-in. Monthly fees, cancel any time — though 98% of clients stay once the first ledger closes.
What do I need to get started?+
Just bank access and your software logins. We handle the connections and the catch-up ourselves.