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WE HANDLE THE NUMBERS
- YOU HANDLE THE BUSINESS

When your books are organized, everything feels easier. I keep your QuickBooks tidy, your numbers accurate, and your stress low—while staying responsive and easy to reach.
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Pricing

Transparent pricing. First month satisfaction guarantee or you do not pay

Standard

$300 to $400 per month
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  • Monthly bank and credit card reconciliation

  • Chart of accounts customization

  • Clear, accurate monthly financial statements 

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​Best for freelancers and solo service owners under 100k revenue
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Advanced

$400 to $550 per month
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  • Everything in Essential

  • Simple AR and AP tracking

  • Quarterly performance insights

  • Monthly variance review

  • Priority support

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Best for growing businesses 100k to 500k or multiple accounts
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Premium

$550 to $850 per month
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  • Everything in Professional

  • Monthly Loom walkthroughs of financial results.

  • Custom reports tailored to your business

  • CPA coordination for tax work

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Best for established businesses over 500k or multi entity

Not ready for full service?

Quarterly bookkeeping is also available. Perfect if your business doesn’t need monthly reports but you still want everything fully updated and reconciled each quarter.

Get a free quote today! Final quote depends on account volume and complexity which will be determined after an initial review of your books. Cancel any time. 

Modern Glass Buildings

Our Bookkeeping Services

Monthly Bookkeeping

Stay on top of your finances with a simple monthly routine that keeps your books accurate and stress low.
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  • Bank & credit cards reconciled monthly

  • Smart rules for automated categorization

  • Financial statements delivered within 10 business days

  • Email support for quick questions

  • Optional Financial Insights video (+15% of plan)

  • Clean, organized records ready for your CPA. 

Cleanup or Catch-up

Behind on your books? We'll help you get back on track quickly, so you can more forward with confidence and peace of mind. 

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  • Rebuild months or years of financial records

  • Use advanced tools to import statements

  • Every transaction reviewed and corrected

  • Deliver clean records to your CPA for quick tax filing. 

Consulting & Training

Keep bookkeeping in-house with expert setup, training, and periodic reviews to keep your team confident and accurate.

  • Personalized QuickBooks setup and training

  • Chart of accounts organization

  • Monthly or quarterly accuracy reviews

  • Option to upgrade to monthly service anytime

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Training for in house bookkeepers will be billed at an hourly rate. 

Stop waiting, start seeing your finances clearly.

One free quote today could save you hours of stress this year.

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