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Explore our range of services below that are designed to help you move forward with confidence, wherever you're headed next.
Our Bookkeeping Services
Monthly Bookkeeping
Stay on top of your finances with a reliable monthly process that keeps your books accurate and tax-ready.
✅ Bank & credit cards reconciled monthly
✅ Smart rules for automated categorization
✅ Financial statements delivered within 15
business days
✅ Email support for quick money questions
✅ Optional Financial Insights video (+15% of plan)
Cleanup or Catch-up
Behind on your books? We fix and organize everything fast so you can file taxes and make decisions with confidence.
✅ Rebuild months or years of records
✅ Use advanced tools to import statements
✅ Every transaction reviewed and corrected
✅ Tax-ready handoff for your CPA
Pricing
Transparent pricing. No contracts. First month satisfaction guarantee or you do not pay.
Most small businesses lose thousands each year due to messy books and avoidable tax issues. Clean, reliable bookkeeping costs less than one bad decision.
100% satisfaction in month one or pay nothing
Essential
Simple, accurate bookkeeping every month
$300 to $400 / month
✅ Monthly bank & credit card reconciliation
✅ Transaction categorization (bank feeds)
✅ Monthly Profit & Loss (P&L) statement
✅ Email support for quick questions
✅Delivery within 15 business days after
month end
Best for freelancers and solo owners
Professional
Clear numbers that support growth
$450 to $600 / month
✅ Everything in Essentials
✅ Monthly Balance Sheet
✅ Light Accounts Payable tracking
(bill management)
✅ Light Accounts Receivable tracking
(invoice monitoring)
✅ Quarterly performance summary
(brief review of key numbers)
✅ Quarterly financial review call
(15–20 minutes)
✅ Priority email support
Best for growing businesses with multiple accounts