Bookkeeping
Accurate, organized bookkeeping to keep your finances clear and compliant.
Discover Prudent online bookkeeping advantage. We do the heavy lifting so you don't have to.
With Prudent, you get the perfect mix of smart technology and real human support—we don’t just manage your books; we optimize them to simplify your small business bookkeeping.
Save up to 10 hours a month, like most business owners we help.
See where you’re spending. Make savvy financial decisions.
Ask questions.
Get answers from real human experts.
Get accurate, IRS-compliant yearly financial records.
What's included with our monthly
bookkeeping services
Online bookkeeping platform handles the heavy lifting, so you can focus on growing your business.
Seamless data integration: Automatically pull in your financial data from banks, credit cards, and tools like Shopify, Stripe, Square, Gusto, and more—no more manual data entry.
Smart transaction categorization: It uses details from your transactions, receipts, and past actions, to automatically categorize the majority of your transactions.
Hassle-free document handling: Smart document processing guides you step-by-step, pulling data from your bank statements and updating your reports in minutes.
We’re more than professional bookkeepers—we’re your support system, here to help you stay focused and in control of your business.
Expert support team: Our team is committed to giving you the support, confidence, and guidance to help you flourish.
Clear guidance, every step of the way: Your team pinpoints where your help is needed—whether it’s tracking down missing documents or clarifying transactions—no guesswork, no wasted time.
Stay connected, your way: Message your team in-app or schedule quarterly check-ins to get the answers and peace of mind you deserve.
Monthly reports at your fingertips, and a year-end financial package designed for easy tax filing.
Numbers you can trust: Easy-to-read income statements, balance sheets, top expenses, and real time profit and loss reports for confident, data-driven decisions.
Financial reports, always within reach: Download your monthly reports in just a few clicks—perfect for reviews or sharing with stakeholders.
Tax time, simplified: Come tax time, we’ve got you covered with a neatly organized, IRS-compliant year-end financial package that makes filing stress-free.
Subscribe to our newsletter for the latest in financial best practices, compliance updates, and exclusive tips to keep your books in order. No spam—just clear, valuable information for your business success.
Get even more from Prudent with these add-ons
Catch up bookkeeping
Need to catch up on your books and taxes? Falling behind happens—but we’re here to help you get back on track. Whether you're a few months or a few years behind, our team of experts will get your business bookkeeping up to date and ready for filing. Say goodbye to IRS stress and penalties.
Tax filing and advisory
Simplify your small business taxes Prudent makes small business income taxes easy. From year-round tax advice to expert filing, we make sure you get the most out of your return—no hidden fees, no last-minute surprises. Get the confidence you need with Prudent Tax.
How Block Advisors works
Schedule your free consultation
Talk to our team about your specific bookkeeping needs. They will provide a personalized quote on your first call.
Meet your accountant
Based on your unique business situation, you’ll get access to an accountant who best meets your needs.
Get back to business
Get back to business! Need to reach your accountant? Connect over the phone, video, or in person.
Our Advanced Bookkeeper Menu of Services
Removal of Burden, Peace of Mind, and Financial Insights.
Account Payable
Account Receivable
Payroll
Sales Tax Filling
Bank & Credit Card
Reconciliation
Building KPI Score Card
We’ve got the expert bookkeeping insights you need
Frequently Asked Questions
Does Prudent do all my bookkeeping tasks for me?
Bookkeeping software and team of experts handle most of the work, making bookkeeping simple for you. However, there are some things about your business only you can provide, like uploading certain documents and sharing context for categorizing transactions. Each month, we may check in with you to ensure your books are accurate and your deductions are maximized.
What happens if I take a long time to respond to my Prudent team’s requests for information?
Timely responses help your bookkeeping team keep your books up to date and avoid delays. Staying on top of this ensures a stress-free tax season and gives you access to current financial insights, empowering you to make informed, impactful decisions for your business.
Is it mandatory to connect my business accounts to Prudent ?
Connecting your accounts to automates repetitive tasks like data entry, saving you time and effort. It eliminates the need for manual uploads, with your data appearing in your account instantly. This ensures your bookkeeping team can work efficiently, keep your books up to date, and help you get the most out of the service.
Why does Prudent still need me to upload documents even if my accounts are connected?
Occasionally, we may need additional documents, such as account statements or receipts, to ensure the information we have is accurate. Sharing files with your bookkeeping team is quick and easy—just upload the document, and we’ll handle the rest.
Join thousands of small business owners who trust Prudent with their books
Ready to simplify your financial management? Join Prudent today and experience the difference of having your financial team just a message away.
