Monthly bookkeeping

What's included, every tier

  • Recording and categorizing all transactions
  • Reconciling to bank and credit card statements
  • Loan balances and balance sheet kept accurate
  • Monthly financial reports, sent to you

My guarantee

100% satisfaction in month one or you pay nothing. No long-term contract — month to month.

Essential Professional Premium
Price $300–375/mo $375–500/mo $500–750/mo
Typical revenue Under $500K/yr $500K–$1M/yr $1M–$2M/yr
What's involved A few accounts, steady activity, business and personal spending kept separate More accounts and activity, plus payroll, loans, or payment processors to tie out High volume, several sales or payment channels, more to reconcile

These ranges are a starting point, not packages to pick from. Your exact fee comes from your free books checkup, and it can land outside them. Multiple entities or job tracking? 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 monthly
  • e.g. a $400/month plan becomes $300/month

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 $400
  • Moving from QuickBooks Desktop or spreadsheets to QuickBooks Online
  • 50% to begin, balance on completion

Monthly fees are drafted automatically by bank transfer on the 1st, for the month that just ended. Cleanup and catch-up can be paid by bank transfer or card.

Ready to see your numbers?

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

Get in touch