Monthly bookkeeping

What's included, every tier

  • Recording and categorizing all transactions
  • Reconciling to bank and credit card statements
  • Tying A/R, A/P, and loans
  • Monthly financial reports, sent to you

Our guarantee

100% satisfaction in month one or you pay nothing. No contracts — month to month.

Essential Professional Premium
Price $250–300/mo $300–400/mo $400–650/mo
Accounts up to 3 up to 6 up to 10
Transactions/mo up to ~100 up to ~250 up to ~500
Best for freelancers, solo owners growing businesses established / multi-location

Exact pricing confirmed at your free books checkup. Low-activity savings accounts don't count against your limit. More than 10 accounts or multiple entities? Ask for a custom quote.

More ways to work together

Quarterly bookkeeping

Not ready for monthly? Same clean, tax-ready books, closed once a quarter instead of monthly.

  • 75% of your monthly rate, billed quarterly
  • e.g. a $400/month plan becomes $900/quarter

Cleanup & catch-up

Behind on your books, or starting from a mess? A flat fee quoted after your free books checkup — no hourly surprises.

  • Projects start at $300
  • 50% to begin, balance on completion
  • Sign up for monthly service afterward, and 50% of your cleanup fee comes back as credit across your first three months

Ready to see your numbers?

Get exact pricing with a free books checkup — no pressure, no obligation.

Get in touch