Bookkeeping
We keep your books current and reconciled, and send you statements you can actually read. You'll know where the business stands without digging through the software yourself.
Monthly plans from $300 · Cleanup quoted separately
For simpler books
$300–$500 / month
The monthly basics, done right.
Price guide, not a rule: often a fit for smaller or straightforward books, under about $1M in revenue.
Ask about EssentialFor busier books
$500–$850 / month
Everything in Essential, plus:
Price guide, not a rule: often a fit for more activity and more accounts, over about $1M in revenue.
Ask about ProfessionalFor books that are behind
Scoped, fixed fee
A one-time project to get you to a clean starting point.
Usually done before monthly work starts.
Ask about CleanupPrice depends on the number of accounts and entities, active projects or contracts, and monthly transaction volume.
Step 1
We review your books
We look at your current file and tell you what needs fixing, if anything.
Step 2
We reconcile and review every month
Accounts are matched to statements, and every category gets a second look.
Step 3
You get your reports, with a plain-English note
What changed this month, and anything that needs your attention.
We work alongside your tax preparer. We don't prepare or file taxes; we hand them clean, reconciled books.
If you'd also like a scheduled monthly close, a cash forecast, or a view of what's coming, our Controller service builds on top of your books.
See Controller →Essential is $300–$500 / month and Professional is $500–$850 / month. Cleanup is a fixed fee we quote after looking at your books.
Price depends on the number of accounts and entities, active projects or contracts, and monthly transaction volume.
Reconciled bank and card accounts, categorized and reviewed expenses, and monthly financial statements with a short note on what changed. Professional adds light tracking of what customers owe you and what you owe vendors, a close checklist, and basic management reporting.
Yes. That's what Cleanup is for: we review the file, correct past months, reconcile, and tie out the balance sheet. Monthly work then starts from a clean point.
QuickBooks Online and SAP. We also have experience working in larger ERP systems, so if your business runs on something else, ask us.
No. We work alongside your tax preparer and don't prepare or file taxes. We hand them clean books to work from.
After a short call, we agree on the plan and the price. If your books are current, monthly work starts from there; if they're behind, we start with Cleanup.
Not sure which plan fits? Book a 30-minute walkthrough and we'll help you pick.