Forecast from the current picture
Use current books to build cash-flow forecasts that distinguish recorded results from assumptions and forward-looking estimates.
Montana-based bookkeeping · 226 S Cruse Ave, Helena · serving clients nationwide
Remote Monthly Bookkeeping for Small Businesses
Books current
before tax season.
Linked-do-Books keeps your books organized, reconciled, and reviewed by a human — then explains what changed in plain language. Understand the numbers, stay better prepared for tax time, and move forward with fewer surprises. Start with Lite at $199/month (cancel anytime), add Books Clean-Up if you’re behind ($150 per month behind, $600 minimum, $1,800 cap) and e-commerce bookkeeping for Shopify sellers — 100% remote, anywhere in the U.S.
Ready to start? Lite $199/month
Up to 50 transactions a month and 1 bank or card account: categorization, monthly reconciliation and a basic profit & loss report. Cancel anytime.
Already in touch or ready to begin? See what happens next ↓
Get your books current before tax season
Most owners start with Lite — $199/month. Up to 50 transactions a month and 1 bank or card account: categorization, monthly reconciliation, and a basic profit & loss report. Cancel anytime. Prefer to prepay? Lite annual is $2,029.80/year (save 15%).
Months behind? Books Clean-Up is one flat project fee: $150 per month behind, $600 minimum, $1,800 cap. Examples: 3 months behind = $600 (minimum) · 6 months = $900 · 12 months or more = $1,800 (cap). Then Lite keeps you current month to month.
Catching up on your own first? Read Catch-up bookkeeping before tax season and what catch-up bookkeeping costs, or grab the free Small Business Bookkeeping Checklist (PDF).
Start Lite — $199/month →See Books Clean-Up scope → · Questions? Call (406) 500-5242. Bookkeeping only — not tax preparation or tax advice.
The Linked-do-Books offer
100% remote, nationwide bookkeeping with human review and plain-language monthly notes.
Our customer-facing services are bookkeeping, e-commerce bookkeeping, Books Clean-Up, and qualified CFO-Lite Advisory. Tax preparation, tax advice, IRS representation, tax-debt resolution, and audit representation are outside our bookkeeping scope or referral-only where noted.
Choose the right next step
Start where your business is today.
Already know what you need? Go straight to the offer or free resource that fits.
Ongoing supportMonthly bookkeepingFor current, reviewed books and a clearer monthly rhythm.See monthly plans →
Running a service businessService-business bookkeepingFor consultants, contractors, agencies, and other service businesses seeking a steadier monthly close.Explore service-business support →
Books are behindBooks Clean-UpFor a focused project to bring overdue records current.See clean-up options →
Selling onlineE-commerce bookkeepingFor Shopify and multi-channel sellers who need clearer numbers across the business.Explore e-commerce support →
Free starting pointsGet oriented firstDownload the checklist or take the Health Score self-check before you decide.
The outcome of a better bookkeeping rhythm
Clearer books help you run the business in front of you.
Less time chasing the past. More context for what comes next.
Less spreadsheet wrestling
Technology-assisted workflows organize repetitive bookkeeping work, while human review keeps the monthly close focused and consistent.
Know what your numbers mean
Categorization and reconciliation are reviewed with human judgment, so your reports are easier to read, discuss, and use in real business decisions.
Better prepared, fewer surprises
Current reports and plain-language context make it easier to spot questions early and bring more organized records to tax-time conversations.
Still deciding where to start?
See your bookkeeping health — free Health Score → Prefer a checklist? Get it free →Who does the work
Founder-led bookkeeping with human review.
Linked-do-Books is led by its founder, Tyree Gosha. AI-assisted tools speed up routine steps such as suggesting categories and drafting notes; a person reviews client deliverables before they reach you.
A note about the founder
Clear books, clear communication.
Linked-do-Books is a 100% remote practice under Linkedd LLC, founded by Tyree Gosha. The work combines efficient, technology-assisted workflows with careful human review — and a clear boundary where bookkeeping ends and licensed tax work begins.
A monthly foundation you can rely on
Keep the records current. Keep the next decision clearer.
Each service maps to a practical bookkeeping need — from organizing transactions to understanding the reports that follow.
Transactions in the right place
Recurring activity is organized consistently, then reviewed in context so your books reflect what is actually happening in the business.
Accounts you can trust
We match activity to your statements, investigate differences, and review the reconciliation so your balances have a dependable foundation.
Fewer loose ends
Invoicing, accounts payable, and accounts receivable are kept moving so you have better visibility into what you owe and what is owed to you.
Reports in plain language
Receive a Profit & Loss statement and Balance Sheet each month, with human-reviewed context about where the business stands and what deserves attention.
E-Commerce Bookkeeping
Shopify and multi-channel sellers get payout reconciliation, inventory and COGS organization, and a dependable monthly close: $599/month for up to 500 orders, or $899/month for up to 2,000.
Ready to compare ongoing support?
Compare monthly plans →Plain-language monthly bookkeeping notes
A short note about what changed — and what to look at next.
Alongside the financial report included in your plan, you receive a concise, plain-language monthly note based on your real books. It highlights one or two meaningful numbers or trends from the period, explains what changed and why it matters, and closes with one practical question or next action.
The monthly read
What moved→Why it matters→What to consider next
This is bookkeeping context, not tax advice. Tax advice, legal advice, audit work, and IRS representation remain outside the bookkeeping service scope; when appropriate, those needs can be referred to licensed professionals.
CFO-Lite Advisory · $1,250 / month
Decision support built on clean, current books.
CFO-Lite Advisory is the next layer for qualified clients whose monthly bookkeeping foundation is current and reconciled. The $1,250/month scope adds cash-flow forecasting, basic KPI tracking and reporting, one short monthly strategy call, and tax referrals to independent licensed tax professionals (no tax planning or tax advice). It is separate from routine bookkeeping plans.
Track the signals that matter
Agree on a practical set of basic KPIs, then review and report them in context so the numbers are easier to discuss.
Make space for the next decision
Use the included short monthly strategy call to discuss business-finance context and next questions. When a question is a tax question, we refer you to an independent licensed tax professional.
Scope and boundaries: CFO-Lite Advisory is for qualified businesses with clean, current books. It provides educational business-finance context. It does not include tax planning or tax advice (tax questions are referred to independent licensed tax professionals), and it is not tax filing, legal advice, audit work, IRS representation, tax-resolution, or investment advice. It does not promise growth, tax savings, guaranteed outcomes, or a particular result.
Need more than a monthly report?
If your books are current and you need forecasting, basic KPI context, and a short strategy conversation, review the existing CFO-Lite Advisory scope and checkout path.
A clear next step
Not sure which starting point fits?
Use the existing contact form to describe what your business needs—current books, a backlog, selling channels, or decision-support questions. The Linked-do-Books team can clarify fit and scope with you, then point you to the relevant next step.
- Describewhat you need
- Clarifyfit and scope
- Choosethe path forward
Free Download: The Small Business Bookkeeping Checklist
A simple, month-by-month guide to staying on top of your books — monthly, quarterly, and annual tasks, plus the red flags that mean it's time to bring in help. Enter your email and get the free PDF instantly. Behind already? Start with our catch-up guide.
Get the Free Checklist →Free, two-minute self-check
Know where your bookkeeping stands before you make your next move.
Answer six simple questions about your current habits and get a transparent Bookkeeping Health Score—with a practical next step, not a made-up benchmark.
Information & form safety
Know what to share — and what not to share
Our free checklist and Health Score are low-sensitivity lead magnets: they ask for an email (and, for the quiz, your answers) so we can deliver what you requested and offer limited educational follow-up. Client accounting records are different and deserve a client-specific workflow.
Never put credentials in a public form
Do not submit QuickBooks or Xero passwords, bank logins, bank credentials, tax IDs, Social Security numbers, full payment-card numbers, or other sensitive accounting credentials here. Public forms are for contact and introductory information only.
Use the client upload page for records
If you are an existing client and Linked-do-Books has directed you to share documents, use the designated document upload page for statements, receipts, invoices, and related records. It has file-type and size limits. If you are not sure where to send something, ask first without attaching the document.
Questions or removal requests
Lead information is kept in the site’s current systems only as described beside each form and in our Privacy Policy. To ask for help, correction, or removal where applicable, use Contact Us and describe the request without sending sensitive financial details. Terms & Conditions also apply.
Not Ready to Commit Yet?
Free 15-Minute Bookkeeping Health Check
Not sure if you need a full monthly bookkeeping package yet? Grab a free, no-obligation 15-minute call and we'll look at your current setup — QuickBooks, spreadsheets, shoebox of receipts, whatever you've got — and explain where a more efficient, technology-assisted workflow and careful review could save time or improve visibility. No payment, no pressure, no sales pitch.
Spot the Gaps
We'll flag miscategorized transactions, missed reconciliations, or messy records that could be costing you deductions or causing headaches at tax time.
See Where Your Time Goes
If you're spending hours every month wrestling with your books, we'll show you exactly what could be handed off — and what it would take to get your evenings back.
Plain-Language Advice
No jargon, no obligation to sign up for anything. Just a straight, honest conversation about your current bookkeeping and what (if anything) could be improved.
Monthly Bookkeeping Packages
Linked-do-Books is a 100% remote nationwide bookkeeping practice. Every monthly offer is built around human review, current records, and plain-language monthly notes. Cancel anytime.
Lite
$199
per month
- Up to 50 transactions a month
- 1 bank or card account
- Transaction categorization and monthly reconciliation
- Basic profit & loss report
Or prepay a year and save 15%: $2,029.80/year · Plans renew automatically until you cancel.
Starter
$249
per month
- Transaction categorization
- Monthly bank reconciliation
- Basic profit & loss report
- Great for very small or simple businesses
Or prepay a year and save 15%: $2,539.80/year · Plans renew automatically until you cancel.
Most Popular
Growth
$399
per month
- Everything in Starter
- Accounts payable/receivable management
- Higher transaction volume
- Detailed monthly financial reports
Or prepay a year and save 15%: $4,069.80/year · Plans renew automatically until you cancel.
Full-Service
$649
per month
- Everything in Growth
- Support for more complex books
- Our most comprehensive monthly package
Or prepay a year and save 15%: $6,619.80/year · Plans renew automatically until you cancel.
The Linked-do-Books Guarantee
Two guarantees, in plain language.
- 30-day money-back guarantee. Subscription plans (bookkeeping, e-commerce bookkeeping, and CFO-Lite Advisory): if you are not satisfied for any reason, tell us within 30 days of your first payment and we will refund your first month’s fee in full. On an annual prepay plan, we refund one month’s equivalent: one-twelfth of the annual payment ($169.15 on Lite, $211.65 on Starter, $339.15 on Growth, $551.65 on Full-Service); the rest of the annual payment is not refunded. Books Clean-Up: the project fee is refundable in full if you cancel before work has started. Once we have started work on your records, the Clean-Up fee is non-refundable, except as required by law or under the accuracy guarantee below.
- Accuracy guarantee. If we make a bookkeeping error, you choose: we correct it at no charge, or we refund our fee for the month (or months) affected.
The conditions, in plain language:
- Claim window: tell us within 90 days of discovering the problem. The 30-day money-back guarantee must be claimed within 30 days of your first payment.
- The accuracy guarantee applies when you gave us accurate, complete information and approvals on time.
- None of these guarantees covers tax you owe anyway (the underlying tax itself) or work done by someone else or before our engagement began, and they do not cover problems caused by late, incomplete, or inaccurate information from you or a third party.
- The 30-day money-back guarantee applies once per client, to the first payment of a new engagement. Refunds go back to your original payment method.
- How to claim: email tyreeg@linkeddllc.com, call (406) 500-5242, or use our contact form, and tell us which engagement and what went wrong. There is no fee to make a claim.
- These guarantees relate to our bookkeeping work. They do not promise tax savings, a particular tax or IRS result, or business results, and they add to (they do not limit) any rights you have under law.
The same guarantee appears in our Terms.
Discuss your scope with us →
A clear first step
When the backlog is the problem
Get the books current before you build the next rhythm.
Books Clean-Up is a focused, one-time project for overdue records. We organize the backlog, reconcile the accounts, and surface discrepancies with careful review — giving you a clearer starting point for ongoing bookkeeping.
See Books Clean-Up options →A straightforward path to clearer books
How the work moves from records to reports
Three simple steps, with clear handoffs along the way.
1
Start with your situation
Tell us what is happening in your books and what you need to understand next.
2
Share the right records
When directed, share statements, receipts, invoices, and other bookkeeping documents through the designated client upload page — never credentials through a public form.
3
Get reviewed reports
We organize and review the records, then share clear monthly reports and the questions or next steps that matter.
Need to talk through fit or scope?
Contact Linked-do-Books →Your next steps with Linked-do-Books
What happens after you inquire, book, or purchase?
You do not have to guess where records or questions go. Here is the simple handoff for monthly bookkeeping, Books Clean-Up, e-commerce bookkeeping, and CFO-Lite Advisory.
New inquiry timing: We generally review new inquiries within one business day. Replies about active work depend on the question, the records involved, and current workload.
Prefer to talk? Call the official business line: (406) 500-5242.
Start with a short conversation
Use the Contact Us form to explain what you need without attaching records. You can also call (406) 500-5242. We will clarify fit, scope, and the best starting point.
Review your next-step email
After you book or purchase, look for the Linked-do-Books follow-up and your Client Services Agreement. It will identify the agreed scope, first requests, access needs, and deliverables. If your books are behind, Clean-Up may come before monthly work.
Share records; invite access
Send documents through the designated upload page only when Linked-do-Books directs you there. For QuickBooks, Xero, Shopify, Stripe, PayPal, or another platform, invite Linked-do-Books as an accountant, user, or authorized collaborator inside that platform.
Expect a steady working rhythm
We may ask for missing records or clarification. Ongoing clients can expect a monthly status update with completed work, open questions, and reviewed reporting once the records for the period are ready.
What each service looks like next
A clear path from first handoff to useful work.
Monthly bookkeeping
Provide the requested records and platform access; receive reviewed categorization, reconciliations, and the reports included in your plan.
Books Clean-Up
Send the backlog records for the selected scope. We work through categorization, reconciliation, and discrepancies, then provide the agreed clean-up reporting.
E-commerce bookkeeping
Invite access to your store and payment platforms and provide payout, fee, inventory, and channel records as requested for the monthly close.
CFO-Lite Advisory
For qualified prospects, start with clean, current books and the business context needed for monthly financial context, KPI review, and a structured quarterly business review when that advisory work is included in the agreed scope.
Share records, never credentials: Public forms, chat, and email are for introductory questions—not passwords, bank logins or bank credentials, tax IDs, Social Security numbers, full card numbers, security codes, or similar sensitive information. There is no login-protected client portal on this website. If you are unsure where something belongs, ask first without attaching it.
Directed to send records? Use the designated upload page →
Ask Linked-do-Books a questionBuilt for Small Businesses Everywhere
Modern bookkeeping support for owners who want efficient workflows, careful review, and a clearer view of the business — 100% online.
Remote, Personal Service
You work directly with Linked-do-Books — no call centers. We use AI-assisted tools for some routine work (and calls to our business line may be answered by an AI assistant; calls may be recorded and transcribed for quality and record-keeping), and a person reviews client deliverables before they reach you.
Honest & Transparent
Flat monthly pricing, no hidden fees, no surprises on your invoice — just clean books delivered every month.
Just Getting Started
We work directly with small business owners and keep the process personal, with hands-on attention from day one.
Get in Touch
Contact Us
Have a question or ready to get started? Send us a message and we’ll review it and reply as soon as we can. Response timing varies with the question and current workload.
Official business line: (406) 500-5242 (calls may be recorded)
Bookkeeping guides
Bookkeeping guides by industry and topic
Plain-language articles on bookkeeping for your type of business, selling online, costs, and working with a bookkeeper. Or browse all articles on the blog.
By industryBookkeeping guides by industry
Selling onlineE-commerce and QuickBooks
Costs and choosing helpPricing and hiring a bookkeeper
Frequently Asked Questions
Common questions about our remote monthly bookkeeping services
What's included in monthly bookkeeping?
Every plan includes transaction categorization and monthly bank/credit card reconciliation. Growth and Full-Service plans add invoicing and accounts payable/receivable management, plus more detailed monthly financial reports (Profit & Loss and Balance Sheet). Full-Service adds support for more complex books.
How do technology-assisted workflows fit into your bookkeeping?
We use modern, AI-assisted workflows to help organize repetitive bookkeeping work and keep the process efficient. Human review remains central: we check the work, investigate exceptions, and apply judgment where the records or your business context call for it.
How much does monthly bookkeeping cost?
Our monthly bookkeeping packages start at $199/month for Lite (up to 50 transactions a month and 1 bank or card account), $249/month for Starter, $399/month for Growth, and $649/month for Full-Service. Pricing is flat and transparent — you know exactly what you'll pay each month, and you can cancel anytime. See monthly bookkeeping pricing.
What is the plain-language monthly note?
Alongside the financial report included in your plan, you receive a concise, plain-language monthly note based on your real books. It highlights one or two meaningful numbers or trends from the period, explains what changed and why it matters, and closes with one practical question or next action. It is bookkeeping context, not tax advice.
How do I send my documents each month?
Everything is 100% remote. When Linked-do-Books directs you to send records, use the designated client upload page or the other channel they name. There is no login-protected client portal on this website. We handle the categorization, reconciliation, and reporting from there — no in-person visits required.
How long does it take to get my monthly books done?
Our efficient, technology-assisted workflow is designed to support a faster, more consistent monthly close. Timing depends on receiving complete records and the complexity of the work, and we share reviewed books and reports once the month is ready.
Do you offer a guarantee?
Yes.
- 30-day money-back guarantee. Subscription plans (bookkeeping, e-commerce bookkeeping, and CFO-Lite Advisory): if you are not satisfied for any reason, tell us within 30 days of your first payment and we will refund your first month’s fee in full. On an annual prepay plan, we refund one month’s equivalent: one-twelfth of the annual payment ($169.15 on Lite, $211.65 on Starter, $339.15 on Growth, $551.65 on Full-Service); the rest of the annual payment is not refunded. Books Clean-Up: the project fee is refundable in full if you cancel before work has started. Once we have started work on your records, the Clean-Up fee is non-refundable, except as required by law or under the accuracy guarantee below.
- Accuracy guarantee. If we make a bookkeeping error, you choose: we correct it at no charge, or we refund our fee for the month (or months) affected.
The conditions, in plain language:
- Claim window: tell us within 90 days of discovering the problem. The 30-day money-back guarantee must be claimed within 30 days of your first payment.
- The accuracy guarantee applies when you gave us accurate, complete information and approvals on time.
- None of these guarantees covers tax you owe anyway (the underlying tax itself) or work done by someone else or before our engagement began, and they do not cover problems caused by late, incomplete, or inaccurate information from you or a third party.
- The 30-day money-back guarantee applies once per client, to the first payment of a new engagement. Refunds go back to your original payment method.
- How to claim: email tyreeg@linkeddllc.com, call (406) 500-5242, or use our contact form, and tell us which engagement and what went wrong. There is no fee to make a claim.
- These guarantees relate to our bookkeeping work. They do not promise tax savings, a particular tax or IRS result, or business results, and they add to (they do not limit) any rights you have under law.
Do you prepare tax returns or handle IRS audits or tax debt?
No. Linked-do-Books provides bookkeeping services. Tax preparation, tax advice, IRS representation, audit representation, and tax-debt resolution are outside our scope; those matters belong with a licensed tax professional such as an Enrolled Agent, CPA, or tax attorney. We refer tax matters to independent licensed tax professionals. Linked-do-Books does not receive referral fees today; if that changes, we will disclose it before making a referral. Our IRS Audit Referral and Tax Debt Help pages offer general information.
Do you work with clients outside a specific area?
Yes. Linked-do-Books is a 100% remote bookkeeping service — because everything is done online, we can work with small business owners anywhere in the United States, not just in one city or region.