Boulder, Colorado · Front Range

Monthly books reviewed by a CPA.

A clean close each month for local shops and small service businesses — usable P&L and balance sheet, plus a short note on what moved.

$500/mo · cancel anytime · billed monthly

Who it’s for

Local owners with real monthly activity.

Built for Front Range shops, studios, trades, and small service firms that want a CPA on the close — not a software demo, and not an enterprise finance team.

A good fit

  • Brick-and-mortar shops and local retail
  • Studios, trades, and professional practices
  • Owners who want a clean close without becoming the bookkeeper
  • Teams that already have — or will have — someone else for tax filing

Not a fit

  • Enterprise or multi-entity finance departments
  • Businesses that only need help at tax time
  • Payroll, bill pay, or collections work
  • Fractional CFO retainers or custom reporting projects

The offer

Monthly Books Reviewed by a CPA

One recurring engagement. The same monthly packet every month. The month is closed; you get statements and a short note from Sarah.

Included each month

  • Bank and credit-card categorization and reconciliation Coded and matched so the accounts agree with the statements.
  • Month-end close: usable P&L and balance sheet Statements meant to be read, not exported and abandoned.
  • Short written CPA note What moved, and what to watch next.
  • Shared monthly report sheet P&L, balance sheet, cash summary, and 3–5 fixed metrics. Optional lightweight dashboard can read from that sheet.
  • Vaulted credentials Bank and software logins stay in a vault — not email.
  • Tax-ready books Organized for whoever files. Filing is not in this package.

Not included

Separate work. Not sold as part of the monthly close.

  • Tax preparation or tax strategy
  • Payroll
  • Bill pay or collections
  • Fractional CFO work
  • Open-ended or custom business intelligence

Pricing

One price. Fit is confirmed after a short look at the books.

$500 per month for the same monthly packet and shared report sheet. Billed monthly. Cancel anytime. No yearly discount.

Monthly books

$500/mo

Cancel anytime · billed monthly · no yearly discount

Usable statements, cash summary, fixed metrics, and a short CPA note. Tax prep stays out of scope.

Start monthly books

Fit is confirmed after a short look at the books. If volume or complexity is outside a normal single-entity close, Sarah will say so before you start.

How it works

A steady monthly rhythm.

Short setup. After that, the same sequence each month.

  1. 01

    Brief intro

    Volume, accounts, and what “done” looks like for a month.

  2. 02

    Secure access

    Credentials go in a vault. Nothing is emailed around.

  3. 03

    Monthly close

    Categorize, reconcile, close. P&L and balance sheet.

  4. 04

    Note and sheet

    Written note plus the shared report sheet, updated.

About

Sarah Juranek, CPA

A certified public accountant in Boulder, Colorado. Juranek CPA is the local practice name of Krux Lab LLC.

The work stays small: accurate books, a close you can read, a note you can act on. Tax prep, payroll, and open-ended finance stay with the people who do that work.

Start

Email Sarah to begin.

A useful first note: what the business is, roughly how many bank and card transactions you have in a typical month, and what you use today — QuickBooks, a spreadsheet, or something else.

$500/mo, billed monthly. Cancel anytime. No yearly discount.

Email

sarah@juranekcpa.com Start monthly books

Boulder and the Front Range. Replies come from Sarah.