Monthly
Bookkeeping
Numbers You Can Rely On.
We keep your books accurate, up to date, and tax-ready so you can focus on running and growing your business. Our bookkeeping services aren’t just about compliance. They give you the clarity and insight you need to make confident decisions.
Your financial records should be useful long before tax season arrives. Consistent monthly bookkeeping gives you a clearer picture of where your business stands, what’s changing, and where your attention may be needed. Instead of wondering whether your numbers are right, you can make decisions from financial information you trust.
Behind the scenes, we handle the ongoing work of maintaining your books, reviewing activity, reconciling accounts, and keeping your financial records organized from month to month. We take the time to understand how your business operates so your books reflect what is actually happening in your business, not simply where transactions landed.
Starter
"For small businesses with straightforward books."
Perfect for new or very small businesses taking their first steps toward organized bookkeeping.
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Monthly transaction categorization
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Monthly bank and credit card reconciliations
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Monthly Profit & Loss and Balance Sheet
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Basic bookkeeping corrections
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Email support
Best for: Businesses with low transaction volume and simple bookkeeping needs.
Investment: $299
Standard
"For established businesses that need more hands-on bookkeeping and reporting."
Everything in Starter, plus:
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Higher transaction/account volume
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Monthly financial review
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Balance sheet account review
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Loan and liability tracking
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30-minute monthly review call
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Priority support
Best for: Growing businesses with more accounts, transactions, or financial activity.
Investment: $499+
Advanced — Custom Pricing
"For businesses with more complex bookkeeping needs."
Everything in Standard, plus:
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Complex account reconciliations
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Payroll liability reconciliation
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Fixed asset and depreciation tracking
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Multiple loans or financing accounts
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Customized reporting
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More frequent bookkeeping updates
Best for: Businesses with higher volume or more complex financial activity.