US Bookkeeping US Tax Financial Modelling AI Analytics
BOOKS
🇺🇸 US Bookkeeping & Accounting

Clean books. Real-time visibility.
Zero surprises.

Cloud-native, GAAP-compliant bookkeeping for US businesses of all sizes. We handle daily transaction categorisation, bank reconciliations, accounts payable and receivable, and deliver investment-ready monthly financials — every month, on time.

Get Started from $299/mo → Request a Quote
48hr
Onboarding
98%
On-time Close
$299
Starting Price/mo
All 50
US States
What's Included

Everything your US business
needs to run clean books

Our US bookkeeping engagement covers the complete monthly accounting cycle — from data ingestion and categorisation through to financial statement preparation and delivery. You'll never have to chase your accountant again.

Every Exelix bookkeeping client receives a dedicated account manager, a real-time dashboard, and a monthly video review of their financials. We don't just file numbers — we explain what they mean and what they imply for your next decision.

📒

Daily Transaction Posting

Every bank, credit card, PayPal, Stripe, and merchant account transaction categorised daily. No month-end catch-up chaos. Real-time books, always.

🏦

Bank Reconciliation

All accounts reconciled to the penny, every month. We catch duplicate charges, missed entries, and bank errors before they compound.

📊

Monthly Financial Statements

GAAP-compliant P&L, Balance Sheet, and Cash Flow Statement delivered by the 10th of every month. Formatted for board, lender, or investor review.

📤

Accounts Payable & Receivable

Vendor invoice management, bill payment scheduling, and customer invoice tracking. Know exactly what you owe and what you're owed at all times.

💼

Payroll Journal Entries

Coordination with your payroll provider (Gusto, ADP, Rippling) to ensure accurate payroll accounting, benefits, and employer tax entries in your books.

📈

Monthly CFO Review Call

A 30-minute video call each month to walk through your financials, highlight anomalies, discuss trends, and answer your questions. Included in every plan.

🗂️

Year-End Tax Pack

A clean, organised year-end package for your tax preparer — categorised transactions, reconciled accounts, depreciation schedules, and 1099 recipient list.

🔧

Chart of Accounts Setup

If you're starting fresh or inherited a mess, we design an optimal chart of accounts structure for your business and migrate historical data cleanly.

🤖

Real-Time Dashboard

A live financial dashboard showing your key metrics: cash balance, monthly burn, revenue trend, top expenses, and runway. Updated automatically.

Platforms We Work With

Native expertise across every
major US accounting platform

We connect natively to your existing platform — no migration required unless you want to switch. If you don't have a platform yet, we'll recommend and set one up for you.

Also integrated with: Gusto, ADP, Rippling (payroll) · Stripe, PayPal, Square, Shopify (payments) · Bill.com, Ramp, Brex (AP/AR) · Hubspot, Salesforce (CRM revenue sync)

Pricing

Transparent, predictable pricing

No hidden fees. No hourly billing surprises. A fixed monthly retainer that scales with your business.

Starter
$299
per month
  • Up to 150 transactions/month
  • 1 bank/credit card account
  • Monthly P&L + Balance Sheet
  • Bank reconciliation
  • QuickBooks or Xero included
  • Email support (48hr response)
  • Year-end tax pack
Get Started
Most Popular
Growth
$599
per month
  • Up to 500 transactions/month
  • Up to 5 bank/card accounts
  • Full 3-statement financials
  • AP & AR management
  • Payroll journal entries
  • Monthly CFO review call
  • Real-time dashboard
  • Year-end tax pack
  • Priority support (8hr response)
Get Started
Enterprise
Custom
tailored to your needs
  • Unlimited transactions
  • Multi-entity consolidation
  • Dedicated account team
  • Weekly financial reporting
  • CFO-level advisory
  • Audit preparation support
  • Custom integrations
  • 4hr SLA support
Request Quote

Get clean books in 48 hours

Book a free call. We'll assess your current books, identify any issues, and show you exactly what Exelix's bookkeeping looks like for your business.

Book Free Consultation → Request a Quote