Monthly Bookkeeping
Best for: Service-based businesses that want ongoing bookkeeping, accurate monthly financials, and a trusted bookkeeping partner.
Starting at $450/month
Pricing is customized based on transaction volume, complexity, and monthly revenue.
One-time onboarding fee: $750
Ongoing monthly bookkeeping for service-based businesses that want structured, accurate financial reporting and consistent oversight.
Includes:
Monthly bank and credit card reconciliations
Transaction categorization and review
Accounts receivable and accounts payable tracking
Monthly Profit & Loss statement
Monthly Balance Sheet
Year-end file prepared for CPA handoff
Reports delivered monthly within 7 business days of month-end.
Catch-Up Bookkeeping
Best for: Businesses that are months behind and need to get caught up before moving into ongoing monthly bookkeeping.
Every catch-up project is quoted individually based on the number of months, transaction volume, and account complexity.
Includes:
Backdated transaction entry
Bank and credit card reconciliations
Profit & Loss and Balance Sheet for completed period
Clean file prepared for ongoing monthly service