Professional Bookkeeping Services

Starting at $500/month

Includes:

• Monthly transaction categorization
   
• Bank & credit card reconciliations
   
• Accounts receivable & payable review
   
• Payroll posting (client-run payroll)
   
• Monthly Profit & Loss statement
   
• Monthly Balance Sheet
   
• General ledger review
   
• Ongoing email support
   
• CPA/tax preparer collaboration
   

✔ Always audit-ready
✔ Real-time financial visibility
✔ No year-end surprises

Best for low-volume or seasonal businesses

Starting at $1,300/quarter

Includes:

• Quarterly bookkeeping & reconciliations
   
• Quarterly Profit & Loss statement
   
• Quarterly Balance Sheet
   
• Review of uncategorized & suspense accounts
   
• Tax-readiness check before estimated payments
   

✔ Clean books without a monthly commitment
✔ Lower CPA cleanup costs
✔ Better tax planning

Best for consultants, side businesses, and service providers

Starting at $2,400 / 6 months

Includes:

• Bookkeeping review & cleanup twice per year
   
• Bank & credit card reconciliations
   
• Mid-year and year-end financial reports
   
• Review of loans, liabilities, and credit cards
   
• Financial health summary
   

✔ Get back on track
✔ Clear mid-year insights
✔ Strong foundation for growth

Best for businesses behind on their books

Starting at $4,500/year

Includes:

• Full-year bookkeeping cleanup
   
• Bank & credit card reconciliations
   
• Accurate transaction categorization
   
• Year-end Profit & Loss
   
• Year-end Balance Sheet
   
• General ledger review
   
• Tax-ready financial package for your CPA
   
• One year-end review call
   

✔ Stress-free tax season
✔ Clean, compliant financials
✔ Perfect for catch-up work

• Catch-up bookkeeping (per month behind)
   
• QuickBooks Online setup or cleanup
   
• Chart of Accounts optimization
   
• Sales tax review & filing support
   
• 1099 preparation & filing
   
• Budgeting & cash-flow forecasting
   
• CFO-style advisory support
   

Add-ons are customized based on business needs.

✔ QuickBooks ProAdvisor
✔ Small-business & franchise expertise
✔ Process-driven and detail-oriented
✔ Clear communication — no confusing jargon
✔ We don’t just record numbers, we explain them

Our goal is simple: help you understand your finances so you can grow with confidence.