What Our Bookkeeping Services Include:

• Transaction categorization (income & expenses)

• Bank and credit card reconciliations

• Chart of Accounts setup and maintenance

• Receipt and documentation organization

• Vendor payment tracking

• Monitoring for 1099 contractor compliance

• Monthly or quarterly bookkeeping services

• Clean, organized records prepared for accounting review and tax filing

📌 Bookkeeping focuses on recording what has already happened in your business.

Best For:

• Small business owners and entrepreneurs

• Self-employed individuals

• Contractors and service-based businesses

• Businesses needing ongoing financial organization

• Business owners who want to stay tax-ready year-round

Bookkeeping Service Pricing

Our bookkeeping packages are designed to meet businesses at different stages. Pricing is based on transaction volume, account complexity, and reporting needs.

Monthly Bookkeeping Packages

Starter Bookkeeping — $350/month
Best for low-volume businesses

• Up to 75 transactions/month

• Transaction categorization

• 1 bank account reconciliation

• Monthly Profit & Loss statement

• Email support

Growth Bookkeeping — $650/month
Best for growing businesses

• Up to 150 transactions/month

• Bank & credit card reconciliations

• Monthly Profit & Loss & Balance Sheet

• Vendor monitoring (1099 readiness)

• Email & limited phone support

Professional Bookkeeping — $950/month
Best for established businesses

• Up to 300 transactions/month

• Multiple account reconciliations

• Monthly financial statements

• Cleanup of uncategorized transactions

• Quarterly financial check-in

• Priority support

Quarterly Bookkeeping Option

Quarterly Bookkeeping — $2,000 per quarter

• Up to 225 transactions per quarter

• 1 bank account reconciliation

• Transaction categorization & review

• 1099 contractor monitoring (reporting readiness only)

Does Not Include:

• Multiple bank or credit card accounts
• Monthly reporting
• Historical cleanup or prior-period corrections
• Payroll or sales tax filings

Add-ons and additional services billed separately.

Cleanup & Catch-Up Bookkeeping

• $75/hour (minimum applies)
  OR

• Flat-rate quote after review

📌 Final pricing is confirmed after an initial consultation and review of your financial records.

Bookkeeping Systems & Financial Records

Our bookkeeping services are performed using secure, professional accounting tools designed to support accurate transaction recording, organization, and reconciliation.

Bookkeeping services focus on maintaining clean and organized financial records based on the information provided, regardless of the accounting platform used.

Important Notes

Bookkeeping services do not include accounting analysis, advisory, payroll, or tax filing unless stated in writing.

Accounting review and oversight services are available separately or as an add-on.