Here’s what we do for you:
- We gather your financial information
- We categorize each transaction – so your reports actually mean something
- We reconcile all your accounts – so nothing is missing or duplicated
- We prepare your financial statements
- We review everything with you
We do this every month. No surprises, no stress, just reliable financials so you know exactly how you’re doing.
We run the numbers so you can run your business.

Pricing for Every Budget
Every business’ needs are different. These are starting points for our offerings. We are happy to advise you on the best fit for your company with a free consultation.
Basic
Starting at $175
✓ Transaction Categorizing
✓ Bank Feed Management
✓ Account Reconciliations
✓ Management of Chart of Accounts
✓ Monthly Reports
- Up to 150 transactions per month (over a 3 month average across all accounts)
- Up to 3 Business Accounts (Bank, Credit Cards, Loans)
Plus
Starting at $350
✓ Transaction Categorizing
✓ Bank Feed Management
✓ Account Reconciliations
✓ Management of Chart of Accounts
✓ Monthly Reports
✓ Discounts on Cleanup
- Up to 300 transactions per month (over a 3 month average across all accounts)
- Up to 5 Business Accounts (Bank, Credit Cards, Loans)
Premium
Starting at $650
✓ Transaction Categorizing
✓ Bank Feed Management
✓ Account Reconciliations
✓ Management of Chart of Accounts
✓ Monthly Reports
✓ Discounts on Cleanup
- 400+ transactions per month (over a 3 month average across all accounts)
- 6+ Business Accounts (Bank, Credit Cards, Loans)
Quarterly Bookkeeping
Starting at $300 per quarter
Best for businesses with <200k in revenue or solo entrepreneurs
✓ Transaction Categorizing
✓ Bank Feed Management
✓ Account Reconciliations
✓ Management of Chart of Accounts
✓ Quarterly Reports
- Up to 75 transactions per month (over a 3 month average across all accounts)
- Up to 3 Business Accounts (Bank, Credit Cards, Loans)
Add-Ons
✓ Sales Tax Filings
✓ 1099 Filing
✓ Receipt Management
