Bookkeeping
Clean books. Better decisions. Fewer tax-time headaches.
Running a business is hard enough without guessing where your numbers stand. We give business owners organized, accurate and timely records, so you can understand your cash flow, prepare for taxes and make better decisions all year. Choose the service level that fits the complexity of your business.
Bookkeeping Essential
Quoted monthlyPriced to your transaction volume
Best for
Simple businesses with lower transaction volume.
Up to 100 transactions / month- Bank and credit card reconciliations
- Income and expense categorization
- Monthly Profit and Loss and Balance Sheet
- Basic monthly close
- Email support
- Year-end tax-ready books
1099 and sales-tax tracking available as add-ons.
Bookkeeping Plus
Quoted monthlyPriced to your transaction volume
Best for
Growing businesses that need better monthly reporting.
Up to 250 transactions / monthEverything in Essential, plus:
- Quarterly bookkeeping review call
- 1099 vendor and loan / payment tracking
- Owner draw / distribution tracking
- Standard close, email and call support
- Tax planning coordination
Bookkeeping Advisory
Quoted monthlyPriced to your transaction volume
Best for
Owners who want deeper insight and regular financial review.
250+ transactions / monthEverything in Plus, plus:
- Monthly financial review call
- Cash flow review
- Enhanced reporting and close
- Priority support
- Coordination with tax strategy
Common add-ons
Available as quoted add-ons, priced to your needs.
Not included unless added: bookkeeping does not automatically include payroll processing, sales-tax filings, tax return preparation, tax advisory, tax resolution, audit representation, invoicing, bill pay, collections or catch-up cleanup work unless specifically included in your engagement agreement.
How pricing works
We quote it, because no two sets of books are the same.
There is no standard rate. Rather than post a number that would not apply to you, here is exactly what moves the quote.
Volume
Transaction volume
How much activity runs through your accounts each month. This is the single biggest factor in the quote.
Complexity
Account complexity
Number of bank accounts, credit cards, loan accounts and payment processors we reconcile.
Software
Existing software
Whether we are inheriting a clean QuickBooks file, cleaning up an existing one or setting up from scratch.
Behind? Start here.
Messy books are normal. They are also fixable.
Most owners who call us are behind, mid-year, or working from a shoebox and a bank feed nobody has touched in months. We are not going to make you feel bad about it. We clean it up, get the records current and keep them that way from here.
- Catch-up and cleanup, however far back it goes
- Prior-year and late filings
- QuickBooks fixed, or set up from scratch
- Books inherited from a previous bookkeeper
- Preparing for a bank review or audit
- Getting current before we take over monthly
Want cleaner books before tax season?
Schedule a bookkeeping review and we will help determine the right level of support for your business.