Services

Monthly Bookkeeping

We provide bookkeeping and QuickBooks bookkeeping services throughout the year depending on your preference of frequency. We provide services as frequently as once a week, or as slowly as once a year – this depends on what you’re looking for. Typically our clients prefer the monthly schedule.

We find that every business has unique complexities, and this is okay! We will work with you to examine your needs and provide you with a customized service plan that works best for you and your business. Here is a list of common tasks we perform for our clients:

  • Recording and categorizing all transactions

  • Reconciling the transactions to the bank and credit card statements

  • Tying A/R, A/P, and/or loans

  • Sending financial reports to the owner via email

For all routine bookkeeping we will agree on a fixed price based on the volume and complexity of your business.

QuickBooks Cleanup

If your business has months or years of bookkeeping left undone, or if you simply need things cleaned up, you’ve come to the right place. Typically this kind of work is requested because of a tax return deadline or because of a bank’s demands.

With our PDF reader, we are able to take your old bank statements, convert them to excel/Google Sheets, and then import them into your Books. By eliminating the manual entry aspect of adding transactions, we are able to reduce your costs dramatically.

For all cleanup and catchup work, we charge a fixed price based on the volume and complexity of the work.

Pricing

Messy books can cost your business time, money, and confidence in your numbers.

Clean, reliable bookkeeping helps you make better-informed decisions.

Essential

Simple, accurate bookkeeping every month

$350 to $450/Month

  • Monthly bank and card reconciliation

  • Expense categorization with bank rules

  • Monthly financial statements

  • Email support

Best for freelancers and solo business owners with under $100K in annual revenue.

Need less frequent support? Quarterly bookkeeping may be available for qualifying businesses with low transaction volume and no payroll requirements. Contact us for details.

Professional

Clear numbers that support growth

$500 to $800/month

  • Everything in Essential

  • Light AR and AP tracking

  • Quarterly performance summary

  • Priority Support

  • Basic job costing

Best for growing businesses with multiple accounts

Premium

Hands-on support and advanced reporting

$950 to $1500 month

  • Everything in Professional

  • Accrual bookkeeping, payroll tracking, and loan tracking

  • Monthly walkthroughs

  • CPA-ready books for tax time

  • Advanced job costing/reporting

**Pricing based on 15 employees. Additional fees apply for businesses with more than 15.

Best for established or multi-entity businesses

Add-On Services

Payroll Processing & Filing

Starting at $75/month

$15 per employee

1099 Preparations & Filing

$10-$25 per contractor

While most clients fit comfortably within one of the packages above, businesses with specialized needs such as construction job costing, trucking compliance reporting, multi-state operations, or advanced financial reporting may require a customized service plan.

DOT/ Trucking Compliance Reporting

Starting at $75/month

Contact us

Not sure which service is the right fit? Tell me a little about your business and what you need help with, and I’ll be in touch.