Services

You run your business. I’ll keep the books calm and clear.

Monthly bookkeeping packages are based on the size and complexity of your business. All packages include consistent communication, accurate records, and reports your CPA can rely on.

Essential Monthly Bookkeeping

Starting at $275–$400/month

For solo providers and very small operations with simple activity.

Monthly reconciliation
Income and expense categorization
Monthly financial statements (Profit & Loss and Balance Sheet)
Email support
Quarterly review call

Standard Monthly Bookkeeping

Starting at $450–$650/month

For growing service businesses with more activity.

Includes everything in Essential, plus:

Invoice and bill tracking
Receipt management
Monthly financial review meeting
Basic cash‑flow tracking

Premium Monthly Bookkeeping

Starting at $750–$1,200+/month

For established service businesses that want more hands‑on support.

Includes everything in Standard, plus:

Full A/R and A/P support
Customized reports (if available)
Sales tax tracking & filing (state‑dependent)
Monthly strategy meeting

Optional Add‑On Services

QuickBooks setup
Cleanup / catch‑up work
1099 preparation
Additional accounts or transactions
Training or consulting
Special projects

Not sure which package fits? We’ll talk it through together on our discovery call! You don’t need everything figured out to start – we’ll begin where you are.

If your books are behind or things feel messy, that’s okay—we’ll take it step by step.

What Happens Next

If you would like to explore working together, here is what you can expect for next steps:

Free discovery call
Service agreement
Onboarding and setup
Ongoing monthly bookkeeping
Regular reviews and improvements
Year‑end ready for your CPA

Detailed pricing, add‑ons, and service terms are available in the Pricing Details.

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Questions about payroll, taxes, software? Check out the FAQs.