Services
Personal Service. Team Support. Remote Convenience.
What It Cost
Every client starts with a free records review After that here’s how our services are structured
Catchup/ Cleanup
one-time fee based on how far behind you are (we tell you upfront, no surprises
Monthly Bookkeeping
ongoing support to keep your books current every month
Quarterly Bookkeeping
ideal if your business moves at a slower pace and monthly isn't necessary
QuickBooks Setup
Starting $150
WHAT’S INCLUDED:
- New QuickBooks Online account created and configured for your business
- Chart of accounts set up to match your industry
- Bank and credit card accounts connected
- Income and expense categories organized
- Brief walkthrough so you know what you're looking at
Best for businesses with regular monthly activity
Catchup / Cleanup
Starting $300
WHAT’S INCLUDED:
- Review of all past transactions — months or years
- Every transaction categorized correctly in QuickBooks
- Bank and credit card accounts reconciled
- Duplicate and error entries removed
- Profit & Loss and Balance Sheet ready for your accountant or tax preparer
- Price quoted upfront after your free records review
***Light (1–6 mo): ~$300–$800 · Moderate (6–18 mo): ~$500–$1,500 · Heavy (2+ yrs): $1,000–$3,000+
Most popular
Monthly Bookkeeping
Starting at $299/mo
WHAT’S INCLUDED:
- All transactions categorized and entered every month
- Monthly bank and credit card reconciliation
- Monthly Profit & Loss statement delivered to you
- Expense tracking so nothing falls through the cracks
- Books always current and tax-ready
- Direct access to your bookkeeper via email
Best for businesses with regular monthly activity
Quarterly Bookkeeping
Starting at $199/quarter
Ongoing · billed every 3 months
WHAT’S INCLUDED:
- All transactions categorized and entered each quarter
- Quarterly bank and credit card reconciliation
- Quarterly Profit & Loss statement delivered to you
- Expense tracking and income summary
- Books organized and ready before each tax deadline
- Direct access to your bookkeeper via email
Best for slower-paced or seasonal businesses
Ready to get your books off your plate?
Book a free consulation. We’ll look at where things stand and tell you exactly what it would take to fix them. No pressure, no commitments
Takes 30 minutes, 100% free. No obligation