Business Bookkeeping Services

Clean, accurate bookkeeping and financial systems for businesses who are tired of the stress and confusion.

This is for you if...

  • You haven’t looked at your books in months (or ever)

  • You’re afraid of tax season

  • You’re not sure what you’re actually making

  • You want to grow, but your numbers are a mess

  • You’ve been DIY’ing it in spreadsheets or QuickBooks, and it's not working

Bookkeeping Services May Include:

  • Monthly categorization of income & expenses

  • Reconciliation of all business accounts

  • Clean-up of past months or years of financial data

  • Setup or optimization of your accounting system (QuickBooks, Wave, etc.)

  • Chart of accounts customization

  • Monthly or quarterly financial reports

  • Optional: Sales tax tracking, budget setup, and basic forecasting

We’ll build or restore a bookkeeping system that gives you clarity, confidence, and clean records when you need them.

Essential Bookkeeping Package Essential Bookkeeping Package
$400.00 every month

  • Up to 2 bank/credit card accounts

  • Monthly transaction categorization (up to 100)

  • Profit & loss, balance sheet, and cash flow reports

  • Email support (48-72 hour response time)

  • QuickBooks Online setup or review

Growth Bookkeeping Package Growth Bookkeeping Package
$700.00 every month

  • Up to 5 bank/credit card accounts

  • Monthly transaction categorization (up to 300)

  • Monthly reconciliation

  • Profit & loss, balance sheet, and cash flow reports

  • Priority email support (24-48 hour response)

  • Quarterly check-in call (30 minutes)

Comprehensive Financial Management Comprehensive Financial Management
$1,200.00 every month

  • Up to 10 bank/credit card accounts

  • Monthly transaction categorization (up to 500)

  • Monthly reconciliation and classification review

  • Comprehensive monthly financial reports

  • Budget vs. actual tracking

  • Monthly strategy call (45 minutes)

  • Priority phone/email support

  • Tax prep coordination with CPA (client’s or ours)

Add Ons

Invoicing + Accounts Receivable Management Invoicing + Accounts Receivable Management
$150.00 every month

  • Create and send client invoices

  • Track outstanding payments

  • Follow-up/reminder emails for late payments

Full Deep Clean (7–12 Months) Full Deep Clean (7–12 Months)
$1,200.00

Great for: Clients who haven’t touched their books all year or need to prepare retroactive records for taxes, loans, or audits.

Includes:

  • Full 12-month bookkeeping for up to 5 accounts

  • Transaction categorization and reconciliation

  • Clean-up of duplicate entries or previous errors

  • Year-end summary report + tax-ready documents

  • 1-hour wrap-up session and Q&A

  • Optional add-on: Set up a system for staying on track moving forward

Bookkeeping Software Migration Bookkeeping Software Migration
$600.00

  • Move from spreadsheets, Wave, FreshBooks, etc. to QuickBooks

  • Includes full data transfer, setup, and training

Moderate Catch-Up (4–6 Months) Moderate Catch-Up (4–6 Months)
$750.00

Great for: Freelancers or solopreneurs who haven’t tracked anything but still have all their statements.

Includes:

  • Categorizing up to 6 months of transactions (up to 4 accounts)

  • Income, expense, and summary reports

  • Reconciliation of accounts

  • Chart of accounts review + basic reorganization

  • 1 review call (45 min)

  • CPA-ready reports in PDF/Excel

Payroll Coordination Payroll Coordination
$200.00 every month

  • Work with client’s payroll provider

  • Track contractor payments

  • Ensure proper categorization of wages, taxes, and benefits

Light Clean-Up (1–3 Months) Light Clean-Up (1–3 Months)
$450.00

Includes:

  • Categorizing up to 3 months of transactions (2 accounts)

  • Income & expense report

  • Reconciliation of bank/credit accounts

  • Custom spreadsheet or QuickBooks file

  • 1 review call (30 min)

Great for: Clients who just fell behind recently or need a one-time year-end cleanup.