Bookkeeping Services
Clean, accurate books
billed flat, every month.
Tiered by transaction volume, so pricing scales with what your business actually needs, not a one-size-fits-all rate. Every package includes a flat monthly fee, billed to a card on file, so there's never a surprise invoice.
Step One
Every engagement starts with a Bookkeeping Diagnostic.
Before you're billed a monthly rate, we make sure it's the right one — and flag anything that needs to be fixed before ongoing bookkeeping can start.
Onboarding — One-Time
Bookkeeping Diagnostic
Transaction volume & complexity review, so you land in the right tier from day one
Books and chart-of-accounts review — current state, gaps, and risk areas
Identification of any catch-up or cleanup work needed before monthly service starts
ecommended package, plus a scoped quote for any cleanup or add-on work
Complimentary
Included with onboarding
What's Included
Every tier starts from the same solid base.
Included in every tier
Monthly transaction categorization (cash basis)
Bank and credit card account reconciliation
Monthly financial statements — P&L and Balance Sheet
Chart of accounts maintenance
Onboarding setup and chart of accounts calibration
Base scope, all tiers. Billed flat monthly regardless of actual transaction count. Catch-up or cleanup work identified during your Diagnostic is scoped and quoted separately.
The Packages
Four tiers, built around transaction
volume.
Foundation
Small or early-stage businesses, single entity
.
Transaction Volume
Up to 500 / mo
$795
per month, flat
Scale
Established businesses with moderate volume.
Transaction Volume
1,001 - 1,500 / mo
$1,650
per month, flat
Growth
Larger operations, multiple accounts and cards.
Transaction Volume
501 - 1,000 / mo
$1,195
per month, flat
Enterprise
Multi-location, high-volume, complex books.
Transaction Volume
1,500 + / mo
Custom
per month, flat
Beyond the Base
Add-on services, scoped to your business.
Every business's complexity is different, so these are quoted individually rather than sold at a flat rate.
Class / Location / Department coding
Accrual basis conversion & maintenance
Inventory tracking & COGS management
Cleanup / catch-up bookkeeping
Sales tax filing
Budget vs. actual reporting
1099 preparation & filing
Custom / ad hoc reporting
Need one or more of these? We'll scope it during your onboarding call and quote it alongside your base package no guesswork, no bundled costs you don't need.
Get Started
Ready for books you can actually trust?
Tell us a bit about your business and current transaction volume, and we'll recommend the right package to start with.
