Services

Monthly Bookkeeping Services

Essentials

Consistent bookkeeping for clear financials

Transaction categorization
Monthly bank reconciliations
Monthly financial statements: P&L, Balance Sheet, Cash Flow
Monthly financial review meetings

Premium

Deeper insight and customized reporting

Everything in Essentials
Accounts Receivable & Accounts Payable tracking
Customized financial reports tailored to your business
Trend analysis and discussion of key financial indicators

How Our Pricing Works

Our monthly bookkeeping pricing is based on the scope and complexity of your business—not a one-size-fits-all model.

Monthly transaction volume

Number of accounts and credit cards

Business structure and reporting needs

Catch-Up & Clean-Up Bookkeeping

Falling behind on your books happens. Our Catch-Up & Clean-Up service brings your bookkeeping fully up to date. We take a thorough approach to correct errors, reconcile accounts, and ensure your financials clearly reflect your business.

What's Included

Review and correct missing or incorrect transactions

Bank and credit card reconciliations

Balance sheet clean-up and account organization

Chart of accounts review and customization

Accounts Receivable & Accounts Payable clean-up

Up-to-date financial statements

Tax-ready financial package

How Our Catch-Up Pricing Works

Catch-up and clean-up work is priced as a one-time project, based on the scope and condition of your books.

Number of months behind

Transaction volume

Number of accounts to reconcile

Complexity of corrections required

After an initial review, we'll provide a clear project scope, timeline, and flat quote before any work begins.