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BOOKKEEPING YOU UNDERSTAND—
DECISIONS YOU TRUST.
No outsourced team. Just me, your numbers, and answers when you actually need them.
Bookkeeping Services
Stay on top of your finances with a reliable monthly process that keeps your books accurate and tax-ready.
Monthly Bookkeeping
✓ Bank & credit cards reconciled monthly
✓ Smart rules for automated categorization
✓ Financial statements delivered within 15 business days
✓ Email support for quick money questions
Behind on your books? We fix and organize everything fast so you can file taxes and make decisions with confidence.
Cleanup & Catchup
✓ 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.
Essential —
$300–350/month
✓ Monthly bank and credit card reconciliation
✓ Transaction categorization and GL coding
✓ Monthly financial statements (P&L, Balance Sheet)
Clean, accurate books every month — no surprises.
Best for: solo operators and small service-based businesses getting their books in order
Professional —
$500–650/month
Everything you need to actually run your business off your numbers
✓ Everything in Essential
✓ Full AR/AP tracking — invoicing, bill entry/payment, aging reports
✓ Class/project reporting for multiple revenue streams or service lines
✓ Custom reporting available based on your business
Best for: growing service-based businesses with multiple revenue streams or contractors
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