Bookkeeping

Your Financial Foundation

Clear financial visibility without the headache. Predictable costs, clear expectations, every month.

Running a business is hard enough without spending nights reconciling spreadsheets and dreading tax season. Our bookkeeping services are designed around deliverables and service level, not hourly rates - giving you predictable costs and clear expectations every month.

We handle the financial details so you can focus on what you do best: serving your customers and growing your business.

Our Plans

Bookkeeping Pricing

Choose the plan that fits your transaction volume

Essential

$200/mo

For low-volume businesses (under 100 transactions/month). Perfect for solo service providers, consultants, and early-stage businesses.

  • Bank account reconciliation (up to 2 accounts)
  • Credit card reconciliation (up to 2 cards)
  • Transaction categorization
  • Monthly Profit & Loss statement
  • Monthly Balance Sheet
  • Digital receipt organization
  • Year-end 1099 contractor tracking
  • Email support (48-hour response)
  • Monthly summary email with key metrics
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Most Popular

Professional

$300/mo

For active businesses (up to 250 transactions/month). Ideal for service businesses with employees or contractors requiring invoicing.

  • Everything in Essential, plus:
  • Weekly transaction entry and categorization
  • Weekly bank reconciliation
  • Up to 4 bank/credit card accounts
  • Accounts receivable management
  • Up to 20 invoices created/sent per month
  • Monthly cash flow summary
  • Expense report by category
  • Email support (24-hour response)
  • Monthly 15-minute check-in call (optional)
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Premium

$500/mo

For high-volume businesses (200+ transactions/month). Perfect for growing service companies and small retail operations.

  • Everything in Professional, plus:
  • Real-time transaction entry (within 24-48 hours)
  • Unlimited bank/credit card accounts
  • Full accounts payable management
  • Unlimited invoice creation and sending
  • Weekly financial snapshot report
  • Cash flow forecasting (4-week rolling)
  • Custom financial dashboard
  • Job/project costing and profitability
  • 1099 preparation and filing assistance
  • Year-end CPA package preparation
  • Priority same-day email support
  • Monthly 30-minute review call
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Enterprise

Custom

For complex businesses with multiple entities, high transaction volumes, or specialized needs. Multi-location businesses, property portfolios, and franchisees.

  • Everything in Premium, plus:
  • Multiple entity bookkeeping
  • Consolidated reporting across entities
  • Multi-location tracking and comparison
  • Complex inventory management
  • Custom report development
  • Integration with industry-specific software
  • Controller-level financial analysis
  • Budgeting and variance analysis
  • Weekly CFO-style briefings
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Additional Services

Bookkeeping Add-Ons

Expand your plan with additional services

Payroll Processing (1-5 employees) +$75/mo
Payroll Processing (6-15 employees) +$100/mo
Additional Entity +50% of base
Catch-Up Bookkeeping $150-300/mo
QuickBooks Setup $200-400
QBO Migration $300-600
1099 Filing $10/form
Common Questions

Bookkeeping FAQ

What software do you use?

We primarily work in QuickBooks Online, but can also support Xero, FreshBooks, or Wave. If you're not set up yet, we'll help you choose and configure the right platform.

How do I send you receipts and documents?

We set up a simple system for you - email forwarding, a shared folder, or integration with receipt-scanning apps. Whatever works best for your workflow.

Can you help with my existing messy books?

Absolutely. Our catch-up bookkeeping service cleans up past months or years. We'll assess the situation and provide a fixed quote for the cleanup.

Do you prepare tax returns?

We prepare all the information your CPA needs - clean books, reconciled accounts, and organized documents. We don't file returns ourselves, but we make tax time painless.

What if I have questions between calls?

Email support is included in all plans. Response times vary by plan (48 hours for Essential, 24 hours for Professional, same-day for Premium).

Can I switch plans later?

Yes! Plans can be upgraded or downgraded at any time with changes taking effect the following billing cycle. No long-term contracts required.

Ready to Get Your Books in Order?

Let's discuss your business and find the right bookkeeping solution for you.

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