reliable monthly bookkeeping services

For small businesses who want numbers they can trust and support they can lean on.

Let's get started

for ongoing support

Monthly Bookkeeping

Starting at $400/month*

  • Income + expense categorizations and bank reconciliations monthly
  • Monthly financials sent to your inbox by the 15th of each month
  • Quarterly review call
  • Annual 1099 filings (up to 10 included free)
  • Estimated tax payment reminders
  • Email & text support
  • Collaboration with your tax CPA

*Pricing varies based on complexity and/or size of business. S-Corps start at $450 and include payroll setup and processing for 1 employee.
All ongoing bookkeeping packages include a one-time $300 onboarding fee to ensure a seamless setup and personalized support for your business.

a much-needed refresh

Book Catch Ups & Clean Ups

Pricing Varies*

  • Diagnostic review & assessment of current books or set up of new QBO account
  • Income & expense categorization for catch up period
  • Reconciliation of all business accounts
  • 1:1 final review call to review progress, answer any questions you have, and decide next steps for your business.

*We adjust all catch up/clean up quotes to match the scope of the project and do not have a set minimum for these projects. We offer discounts on this service when paired with ongoing monthly support.

a firm foundation

QBO New Account Setup & Basic Training

$500

  • Bank feed set up
  • Customized chart of accounts
  • Custom Loom videos on how to use QBO and basic bookkeeping tutorials

Just checking in

Quarterly Bookkeeping

$300/month*

  • Quarterly financials sent to your inbox on a quarterly schedule by the 15th (April, July, October, January)
  • Email support

*Limited availability. This package is available only for sole proprietors/LLCs with under 75 monthly transactions and up to 3 bank accounts. All ongoing bookkeeping packages include a one-time $300 onboarding fee to ensure a seamless setup and personalized support for your business.

Additional Services Available
for Monthly Clients:

payroll processing

accounts payable

accounts receivable

comprehensive kpi dashboard

sales tax filings

faqs

You ask, we answer.

Can you help me with tax preparation and filing?

We closely partner with Sisk, Greene & Associates CPAs to provide optional tax filing services as an add on to our monthly packages.

Our main focus is providing providing insight each month to help guide your financial decisions.

What accounting software do you use?
‍

We exclusively use QuickBooks Online. If you’re on another platform, we can help you make that transition.

Why should I hire a bookkeeper instead of just having my CPA do my books?

Prompt Communication: We pride ourselves on prompt communication, touching base at the very least monthly to keep your financial records current and accurate—no more waiting until quarter or year-end. All emails will be responded within 24-48 business hours.

‍Cost-Effective: Hiring a dedicated bookkeeper is often more cost-effective in the long run. By outsourcing routine financial tasks, you avoid higher CPA rates focused on tax preparation and strategic advice. This streamlines your finances and keeps operational costs controlled, allowing better resource allocation for business growth.

‍Strategic Insights: With ongoing bookkeeping, we provide timely financial insights for informed business decisions and improved cash flow management.

‍Compliance and Accuracy: Ensuring precise records and tax-ready documentation throughout the year supports seamless tax preparation and audits.

What if my books are behind schedule or need some cleaning?

We offer bookkeeping catch ups and clean ups for this purpose!

Pricing is dependent on number of months behind, the average number of transactions each month, and number of bank accounts.

What is your onboarding and inquiry process?

It all starts with a 15-20 minute call to discuss your needs.

We’ll then need accountant access to your books in order to assess your books and give you an accurate quote.

After your contract is signed and your first invoice is paid, your services will begin!

How do I know when it's time to outsource bookkeeping?

When tax season becomes overwhelming or the time spent managing financial records could be better used growing your business, it's time to consider outsourcing your bookkeeping.

By delegating bookkeeping, you'll not only improve your business efficiency but also reclaim time to spend with the people you love most.

Ready to take the next step?

1

Submit your inquiry

After filling out our contact form, you’ll be prompted to schedule a call with us. During this call, we’ll discuss your needs and see if we’re a good fit to work together.

2

assess & estimate

Based on your needs and the state of your accounts, we’ll determine which services will suit your business best and give you a one-time or monthly quote.

3

sigh of relief

We’ll take care of your books, deliver your statements, and walk alongside you so you can lean back and relax knowing you have the numbers to help inform your steps.

Numbers you can trust, with support that's personal.

Let's talk