— OUR SERVICES —
Your Books,
Always Balanced.
RECURRING SERVICE
Monthly Bookkeeping
Consistent, reliable recordkeeping every month - so your financials are always ready when you need them.
WHAT’S INCLUDED:
• Transaction categorization
• Bank and credit card reconciliations
• Monthly financial reports (Profit & Loss, Balance Sheet)
Pricing depends on the number of accounts, transaction volume, and overall complexity.
We handle the numbers so you can focus on growing your business. From daily transactions to a full financial fresh start — clean, accurate books, every month.
Accounts
Up to 3 bank / CC accounts
Volume
Up to 100 transactions / mo
Please note: Payroll activity from existing providers (Gusto, ADP, Paychex) is recorded in QuickBooks. Payroll processing is not included.
Starting at $300 / month
ONE - TIME SERVICE
QuickBooks Online Setup
Get your QBO account built right from day one - chart of accounts, connections, and workflows tailored to your business.
WHAT’S INCLUDED:
• QuickBooks account setup and company details
• Chart of Accounts tailored to the business
• Bank and credit card account connections (up to 3)
• Opening balances based on client-provided records
• Invoice customization (logo and basic branding)
• Final review for accuracy and readiness
Pricing depends on business complexity and setup needs.
Please note: The QuickBooks Online subscription is the client's responsibility and is billed directly through Intuit. Third-party integrations (Shopify, Stripe, Amazon, etc.) are not included. Cleanup or prior bookkeeping work is not included and will be quoted separately.
Starting at $300 / month
ONE-TIME SERVICE
Cleanup & Catch-Up
Months (or years) behind? We’ll untangle the mess and bring your books fully up to date - no judgment, just results.
WHAT’S INCLUDED:
• Review and correction of prior bookkeeping errors
• Catch-up on unreconciled transactions based on available records
• Bank and credit card reconciliations
• Financial reports (Profit & Loss, Balance Sheet)
Starting at $500 / month