Monthly Bookkeeping
Ongoing bookkeeping designed to keep your financial records accurate, organized, and up to date throughout the year.
- Transaction categorization
- General ledger review
- A consistent monthly bookkeeping rhythm
Services
The accounting support your business actually needs.
Start with the essentials, add support where it matters, and adjust the scope as your business grows.
Bank & Credit Card Reconciliations
Regular reconciliations to confirm your books agree with bank and credit card activity and to identify differences promptly.
- Bank account reconciliations
- Credit card reconciliations
- Follow-up on unmatched activity
Accounts Payable & Receivable Support
Flexible help with customer invoicing, vendor bills, payment tracking, and the day-to-day accounting work your business needs.
- Customer invoicing support
- Vendor bill organization
- Open balance and payment tracking
Month-End Close & Financial Reporting
A structured monthly close that turns bookkeeping activity into financial statements you can understand and use.
- Month-end review and close
- Balance sheet and income statement
- Clear explanations of unusual activity
Cleanup & Catch-Up Bookkeeping
Behind on the books or unsure whether they are accurate? We can organize prior activity and establish a reliable starting point.
- Prior-period catch-up
- Account cleanup and corrections
- A practical go-forward process
QuickBooks Online Support
Setup, organization, troubleshooting, and ongoing bookkeeping support for businesses using QuickBooks Online.
- New-file setup
- Chart of accounts organization
- Workflow and reporting support
Custom Accounting Support
Every business works differently. Services can be combined and tailored instead of forcing your needs into a one-size-fits-all package.
- Budgeting and cash-flow support
- Process improvement
- A scope built around your priorities
Straightforward pricing
CPA-led support, priced for the work.
Choose a helpful starting point, then receive a clear proposal based on transaction volume, account complexity, cleanup needs, and the amount of day-to-day support required.
Bookkeeping Essentials
For solo owners and straightforward small businesses
Starting at
$400/month
- Monthly transaction categorization
- Up to 2 bank or credit card accounts
- Up to 100 monthly transactions
- Monthly reconciliations
- Profit & Loss and Balance Sheet
Most popular
Growing Business
For businesses with more activity and reporting needs
Starting at
$700/month
- Everything in Bookkeeping Essentials
- Up to 4 bank or credit card accounts
- Up to 250 monthly transactions
- Structured month-end close
- Monthly financial review
- Light AP and AR tracking support
Full-Service Accounting
For established businesses needing hands-on support
Starting at
$1,300/month
- Everything in Growing Business
- Expanded account and transaction volume
- Scheduled AP and AR workflows
- Customer invoicing and vendor bill support
- Monthly business consultation
- Cash-flow and custom reporting support
Founding-client opportunity
The first five clients receive a discounted introductory monthly rate. Your exact rate and service limits will be clearly stated in your proposal.
All prices are starting estimates. Cleanup work, software subscriptions, payroll, tax filings, additional entities, and activity beyond the included scope are quoted separately. No long-term contract is required unless stated in your proposal.