EXCLUSIVELY FOR BUSINESS OWNERS

Get An Accounting, and Tax Filing Team For One Flat Monthly Price To Help Your Business Make Smarter Decisions, Scale Faster, & Save Wasted Revenue

Never Think About Finances Again By Plugging In A Full Team Of CPAs, Accountants, And Tax Professionals Directly Into Your Business - With A 4-minute Average Response Time

Watch Overview Video

Trusted by 1000+ businesses

● Coframe

● Integral

● Parcl

● MESH

● SIERRA

PRODUCTION CLOSE — LIVE

✓ MONTH CLOSED

✓

Crew and freelancer payments

Recorded and categorized

✓

Gear and equipment rentals

Matched to the correct project or expense category

✓

Travel, meals, and locations

Card charges explained

✓

Post-production and vendor invoices

Recorded in the books

✓

Bank and credit-card accounts

Reconciled to statements

✓

Monthly financial reports

P&L, balance sheet, and cash flow scheduled

THE MONTHLY CLOSE

Watch the month move from “Where did this charge go?” to reconciled.

A busy production month creates a long financial trail. We organize the transactions, code the production costs, match the books to every bank and card statement, and deliver reports on a fixed schedule.

Collect the month’s bank feeds, card activity, statements, receipts, and vendor records.

Categorize crew, rentals, travel, locations, post-production, software, and other operating costs.

Reconcile every included bank and card account so the books match the statements.

Close the month and deliver the agreed P&L, balance sheet, and cash-flow reporting package.

TRANSACTION TAPE

Crew invoice — recorded

•

Camera rental — matched

•

Location fee — categorized

•

Airfare — explained

•

Editor invoice — recorded

•

Card account — reconciled

WHAT WE HANDLE

Everything between a wrapped shoot and reliable monthly books.

Books2Clear handles the cleanup and recurring bookkeeping work that production schedules keep pushing to next month.

Historical backlog cleanup

We reconstruct overdue records, organize old transactions, and create a clean baseline for current bookkeeping.

Production expense categorization

Crew, freelancers, gear, locations, travel, meals, post-production, software, and vendor costs are placed where they belong.

Bank and credit-card reconciliation

Included accounts are matched to their statements so unexplained balances and duplicate entries do not carry forward.

QuickBooks and Xero setup

We clean up or organize the chart of accounts, connections, and opening balances around the way the company operates.

Monthly bookkeeping

Transactions are categorized and accounts are reconciled on a recurring close schedule instead of waiting until tax time.

Monthly financial reporting

Receive the agreed P&L, balance sheet, and cash-flow reports on a fixed schedule, ready for founder and CPA review.

Behind by months—or years? Start with a clean baseline.

We rebuild the record from available bank and card statements, source documents, and the accounting file; categorize historical transactions; and reconcile the included accounts.

✓ Historical transaction cleanup
✓ Bank and card reconciliation
✓ Duplicate and unexplained-entry review
✓ Clean handoff into ongoing monthly bookkeeping

Keep the books moving when the production calendar is full.

After the cleanup, Books2Clear owns the recurring bookkeeping workflow: categorization, reconciliation, close, and the agreed reporting package on a fixed monthly schedule.

✓ Recurring transaction categorization
✓ Monthly bank and card reconciliation
✓ P&L, balance sheet, and cash-flow reporting
✓ A consistent close process month after month

Every charge should tell you what the production actually cost.

We separate and categorize the operating costs that often get scattered across cards and accounts, so the reports are easier to read and the business is easier to manage.

✓ Project-level clarity across gear, crew & travel
✓ Last-minute receipts and card expenses captured
✓ Clean chart of accounts mapped to production operations

Reports that arrive before the decisions have already been made.

Current reconciled books make tax preparation easier and give the owner and CPA a clearer monthly financial picture.

✓ Profit and loss statement
✓ Balance sheet
✓ Cash-flow report
✓ Supporting books kept current for CPA review

VIDEO PRODUCTION COMPANY — TWO-YEAR CATCH-UP

Two years behind. One clean baseline.

A video production company came to Books2Clear with two years of backlogged records and no reliable financial picture. Crew payments, gear rentals, travel costs, and vendor invoices were spread across accounts, while balances and monthly performance were unclear.

✕ Before

Two years of unreconciled books, scattered production expenses, unreliable profit figures, unpredictable tax preparation, and no consistent monthly reporting.

⚡ What Books2Clear did

Reconstructed and categorized two years of transactions, reconciled the bank and card accounts, and established an ongoing monthly close with scheduled financial reports.

✓ After

The books are current, reports arrive on schedule, and the owner has a dependable view of the company’s monthly performance.

From backlog to a clean baseline—and from irregular reporting to a repeatable monthly close.

QUICK SELF-CHECK

The shoot is wrapped. But is the month actually closed?

Answer four questions. If even one answer is “No,” there may still be cleanup or reconciliation work waiting in the books.

Are all production costs recorded?

Crew, freelancers, locations, rentals, and post-production vendors should all be accounted for.

Can every card charge be explained?

Gear, travel, meals, and last-minute purchases should be in the right category.

Do the books match the statements?

Bank and card balances should match the books without unexplained gaps.

Are reports arriving on schedule?

P&L, balance sheet, and cash flow should arrive before the decisions they support.

● Action Recommended

Your month is not fully closed yet.

Books2Clear can review the backlog, the accounts, and the current close process, then recommend the next steps.

“If one answer is no, the month isn’t closed.”

SIMPLE STARTING POINT

Bookkeeping that starts simply—and scales with production volume.

Your price depends on how much there is to categorize and reconcile. Start with the option that best describes the books, then use the discovery call to confirm scope and a fixed quote.

STARTING

Ongoing monthly bookkeeping

From $149 / month

✓ For a simple, low-volume account setup
✓ Monthly categorization and reconciliation scope confirmed after review
✓ Reporting package and close schedule confirmed in the proposal

⭐ Most Requested

CATCH-UP

Historical cleanup

Custom Fixed Quote

✓ For overdue, incomplete, or unreconciled months
✓ Scope based on months behind, transaction volume, account count, and condition of the file
✓ Can transition into ongoing monthly bookkeeping after cleanup

SCALE

Growing production teams

Custom Monthly Plan

✓ For higher transaction volume, multiple cards or accounts, and more complex reporting needs
✓ Production expense categories aligned to the way the company operates
✓ Recurring reconciliation, close, and agreed monthly reports

Starting price applies to qualifying simple books. Final pricing depends on transaction volume, number of bank and card accounts, software, historical backlog, and reporting requirements.

FAQ

Questions production-company owners ask before handing over the books.

Yes. Books2Clear can scope a historical cleanup, reconstruct the available records, categorize transactions, reconcile the included bank and card accounts, and create a clean baseline for ongoing monthly bookkeeping.

The workflow is designed around the costs that commonly move through production companies: crew and freelancers, gear rentals, locations, travel, meals, post-production vendors, software, and last-minute purchases across multiple cards and accounts.

That is exactly when backlog tends to grow. A fixed monthly close gives the bookkeeping its own repeatable schedule, so old production expenses do not keep following the next project.

We confirm the included business bank and credit-card accounts during the discovery call. The proposal will define the exact scope, including any historical periods that need cleanup.

Yes. Books2Clear supports QuickBooks and Xero setup, cleanup, and ongoing monthly bookkeeping.

Books2Clear keeps the day-to-day books current and reconciled so your CPA receives cleaner records for tax and advisory work. We do not need to replace an existing CPA.

It is the entry point for qualifying simple, low-volume books. The final scope and price depend on transaction volume, number of accounts and cards, backlog, software, and reporting requirements.

We review the information, schedule a free discovery call, look at where the books stand today, and recommend the next steps. If there is a fit, you receive a clear scope and price before work begins.

Be ready to share which accounting platform you use, how many months are behind, how many bank and card accounts are involved, and which reports you currently receive—if any.