Clean books, monthly financial reports, and an independent secondary review on every account — so you can hand your CPA exactly what they need and get back to running your business.
Services & PricingMonthy Bookkeeping Plans
Starting points based on volume, account count, and ledger complexity — every plan includes the same full service below.
Modest
S T A R T I N G A T
$250/mo
Up to 50 transactions/mo
Up to 3 bank or credit accounts
+ Complimentary onboarding & setup
+ Transaction categorization
+ Account reconciliation
+ Monthly P&L report + Monthly balance sheet
+ Quarterly business review call
+ Independent firm close review + Secure document portal
Popular
Conventional
S T A R T I N G A T
$400/mo
Up to 150 transactions/mo
Up to 5 bank or credit accounts
+ Complimentary onboarding & setup
+ Transaction categorization
+ Account reconciliation
+ Monthly P&L report + Monthly balance sheet
+ Quarterly business review call
+ Independent firm close review + Secure document portal
Composite
S T A R T I N G A T
$575/mo
Up to 250 transactions/mo
Up to 8 bank or credit accounts
+ Complimentary onboarding & setup
+ Transaction categorization
+ Account reconciliation
+ Monthly P&L report
+ Monthly balance sheet
+ Quarterly business review call
+ Independent firm close review
+ Secure document portal
Standalone & Specialized Services
For project-based needs or self-managed ledgers.
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Rate × months behind
Books behind or out of balance? Comprehensive historical reconciliation and categorization to bring your ledgers clean, accurate, and current$250/mo backlog minimum
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Starting at $195/mo
For owners who manage their own day-to-day transaction entry but want professional monthly account reconciliation, verified financial statements, and an independent secondary review.
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Starting at $350 project
Complete diagnostic setup for DIY business owners: customized Chart of Accounts, direct bank/credit feed integrations, and accounting preferences configured from scratch.
Not included in any engagement: Tax preparation · Tax advice · Payroll processing · Inventory management · Accounts payable (bill pay) · Accounts receivable tracking/invoicing · Financial advisory · Audit support
Initiate a Productive Dialogue
Complete the form with contextual information regarding your challenges, timelines, and desired outcomes, and our team will respond promptly with an evidence-based recommendation framework.