General Services

Our General Services are designed for businesses that need reliable bookkeeping support on a monthly, quarterly, or annual basis—without the need for direct CPA coordination.

Already working with a CPA? We are happy to collaborate. Our team can seamlessly communicate with your CPA, ensuring your financials stay aligned and questions are handled efficiently. Simply add our CPA Coordination service to any of our General Services for a fully connected experience. Learn more on our CPA Pricing page.

Basic Plan

(Smaller Businesses)

$325

Our Basic Monthly Bookkeeping Plan is perfect for small businesses looking for reliable, stress-free financial management. For $325 per month, we handle up to 150 transactions, keep your accounts accurate and up to date, and provide clear, easy-to-read reports—so you can stay organized and focus on growing your business with confidence.

We handle the hassle so you can enjoy growing your business with confidence!

$325/Month
Up to 150 transactions/month
Bank and/or credit cards
Monthly reconciliations
Clear, easy-to-read monthly reports

Standard Plan

(Growing Businesses)

$385

Our Standard Monthly Bookkeeping Plan is ideal for growing businesses that need deeper financial insight and support. For $385 per month, we categorize 150-200 transactions, reconcile accounts and deliver detailed monthly reports—giving you the clarity and control to make smarter, data-driven decisions as your business grows.

We handle the day-to-day so you can build your business with peace of mind!

$385/Month
150-200 transactions/month
Bank and/or credit cards
Monthly reconciliations
Detailed monthly reports

Premium Plan

(Scaling Business)

$450+

Our Premium Monthly Bookkeeping Plan is designed for scaling businesses that need high-level support and deeper financial insight. With our starting price of $450 per month, we categorize 200+ transactions, keep your accounts fully reconciled and CPA-ready, and deliver detailed, customized monthly reports. With priority support and a proactive approach, this plan helps you stay ahead as your business grows.

We handle the small stuff so you can enjoy focusing on the bigger picture!

Starting at $450/Month
200+ transactions/month
Customized monthly reporting
Priority Support and faster response
Consistent and organized CPA-ready financials

Quarterly

$1150

Our Quarterly Bookkeeping Plan is perfect for businesses that need organized finances without monthly reporting. It includes categorizing up to 150 transactions per month, reconciling accounts, and providing clear, accurate quarterly reports, keeping your books on track with insights at key points throughout the year.

We keep your records up to date—so you can focus on your business, not your spreadsheets!

Based on Basic Monthly Plan
Up to 150 transactions/month
Assuming “Books are Current”

Year-End

$5000+

Our Year-End Bookkeeping Service gets your financials organized, accurate, and tax-ready—right when you need it most. Perfect for those who’ve put it off a little too long, this service covers your full year of bookkeeping. Pricing depends on the current state of your books and includes cleanup for the current tax year, reconciliations, finalized records, and clear, timely year-end reports to keep you on track for tax season.

We manage the details, so tax season is smooth and stress-free!

$5000 (Mostly Clean Books)
$5400 (Moderate Cleanup)
$5800 (Extensive Cleanup)

Based on Basic Monthly Plan
Up to 1800 annual transactions
Current tax year cleanup only
Books must be mostly current

CleanUp & Catch-Up

$90+/Hr

Our CleanUp & Catch-Up Bookkeeping Services bring your financial records back on track—no matter how far behind they may be. We ensure your books are accurate, up to date, and fully organized for reliable reporting and tax preparation, giving you the clarity needed to make informed business decisions.

We take care of the mess so you can focus on the fun part—growing your business!

$90 / Hour Standard Cleanup
$110 / Hour Urgent/Rushed Projects

Includes:

Reconciliation corrections
Missing or uncategorized transactions
Historical cleanup and fixes
CPA-related adjustments & Journal Entries
Rebuilding books
Creating new procedures