BOOKKEEPING SERVICES
ZeraBooks bookkeeping services: our team does your books on ZeraBooks’ AI-native ledger and delivers your reports on the schedule you set. You get your own login with a read-only view of your dashboard, so you can see the work as it’s done, and an upload portal to send statements, bills and invoices in seconds. Every engagement starts with a free call and a custom quote.
Free call · your own read-only login · reports on your schedule · quoted separately from the software
Tell Damin a little about your business. We will agree on the work, reporting schedule and price with you.
YOUR CLIENT LOGIN
Most bookkeeping services send a report and go quiet. With ZeraBooks you log in any time and see exactly where your books stand.
SEE THE WORK
Log in to your own ZeraBooks dashboard and see your transactions, reconciled months and reports as our team completes them. It’s view only, so nothing changes by accident; the bookkeeping stays with us.
SEND DOCUMENTS
Drop bank and credit card statements, bills, invoices and checks into your upload portal, a month or several years at a time. Every file is marked received, and our team takes it from there. Catch-up work on overdue books is done in days, and you don’t have to do anything else.
YOUR SCHEDULE
You tell us how often you want your books closed and your reports delivered. Our team completes the bookkeeping and sends your profit and loss, balance sheet and cash flow on that schedule.
Tell us about your books. We’ll scope the work and quote it before anything starts.
WHAT’S INCLUDED
Your quote sets out the accounts, periods and work we will cover, including any catch-up work.
Transactions organized against your chart of accounts, with questions resolved in the context of your business.
Bank and credit card accounts checked against your statements, with differences and missing information investigated.
Profit and loss, balance sheet and cash flow reports delivered on the schedule agreed for your engagement.
Bring overdue books into order. We review the backlog and include the required work and timeline in your quote.
A read-only view of your dashboard to see the work as it’s done, and an upload portal to send us statements, bills and invoices.
Speak with Damin and the person working on your books about your documents, transactions and reporting needs.
HOW IT WORKS
We agree on the scope, the documents we need and your reporting schedule before work begins.
You get your own ZeraBooks login with an upload portal. Drop in your bank and credit card statements, bills and invoices, and we help you collect anything missing.
We categorize transactions, reconcile accounts and work through questions with you. If you have a backlog, we agree on the cleanup work and timeline first.
We deliver your profit and loss, balance sheet and cash flow on the schedule you set, and you can see the books in your read-only dashboard any time. Ask us about a transaction or a report whenever you need clarity.
WHY IT’S FASTER
We keep your books on the same software we sell, so the routine work is done by AI and checked by people.
PROVEN EVERY MONTH
Each month’s statement must add up, follow the previous statement and agree with the ledger before we sign it off. You see the same reconciled months in your dashboard.
How reconciliation works
YOUR REPORTS
Profit and loss, balance sheet and cash flow, calculated from your ledger. Click any number in your dashboard to see the transactions behind it.
Reading your financialsWHO WE HELP
Let us handle the bookkeeping while you stay close to the numbers. Your dashboard and agreed reports keep you informed.
Bookkeeping handled for youVisibility into your booksA clear scope and reporting schedule
Bring us the client work you need help with. We agree on responsibilities, handoffs and reporting so you can keep the client relationship and your final review.
Support for recurring client workAgreed review and handoff processA quote based on the work required
SERVICE OR SOFTWARE
| Feature | ZeraBooks bookkeeping service | ZeraBooks software, done yourself |
|---|---|---|
| Who does the books | Our bookkeepers, with ZeraBooks’ AI | You, with ZeraBooks’ AI |
| Price | Custom monthly quote after a free consultation | $79/mo billed annually or $149 monthly |
| Dashboard access | Yes | Yes |
| Catch-up and cleanup | Quoted and done for you | Ask Zera can catch up months from your statements |
| Best for | Owners who want the books off their plate | Owners and accountants who want to stay hands-on |
It depends on the number of accounts, transaction volume, reporting needs and any catch-up work, which is why ZeraBooks quotes each engagement after a free consultation. If you’d rather do the books yourself with AI help, the ZeraBooks software is $79 a month billed annually.
Transaction categorization against your chart of accounts, bank and credit card reconciliation, catch-up and cleanup of overdue books, and profit and loss, balance sheet and cash flow reports on an agreed schedule, with your own dashboard access and a person to contact.
Yes. Upload every statement, bill and invoice you have through your portal, years of them at once if needed, with no sorting first. Our team does the catch-up in days and tells you if anything is missing. Then ongoing bookkeeping follows on your schedule.
Usually, because bookkeeping is the recurring recording and reconciling of transactions, while accountants and CPAs typically charge more for tax, advisory and assurance work. Many businesses use a bookkeeping service monthly and an accountant at year end.
AI now does much of the routine work, such as reading statements, categorizing and matching payments. ZeraBooks uses that AI in its own service, and bookkeepers handle the judgment calls, questions and sign-off, which keeps the service faster without losing the person you can talk to.
We handle the bookkeeping work agreed in your quote, including transaction categorization, account reconciliation and financial reports. We confirm the accounts, reporting schedule and any catch-up work before the engagement starts.
Yes. We review the periods and records involved, then quote the catch-up or cleanup work and agree on a timeline. Ongoing bookkeeping can follow once that work is complete.
Yes. We can help with client bookkeeping while the firm keeps its client relationship and final review. We agree on responsibilities, access and the handoff before starting.
You can speak directly with Damin Mutti, founder of ZeraBooks, about your books, the service and your quote. During the engagement you can contact the person working on your books when you have a question.
WE DO YOUR BOOKS
Tell us about your accounts and reporting needs. We’ll agree the scope and price before any work begins.
Last updated October 1, 2026 · Written by Damin Mutti, founder of ZeraBooks