Monthly bookkeeping

You run the business. We'll handle the bookkeeping.

Free 30-minute books review. No judgment, no sales pitch.

Get a free books review See pricing

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How far behind are your books?

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How it works

Three steps to caught-up books

  1. Free 30-minute books review
  2. Flat monthly quote
  3. We catch you up, then close every month

Services

How we can help

Ongoing monthly books, a one-time catch-up, or just your accounts reconciled.

Ongoing support

Monthly bookkeeping

Your books kept current every month, so the numbers are ready whenever you need them.

  • Bank and card accounts reconciled every month
  • Every transaction categorized and the balance sheet reviewed
  • Monthly financial statements, and answers when you have questions

Flat monthly price, based on your books. See pricing

A fresh start

Cleanup and catch-up

Behind, or not sure the numbers are right? We work out what needs fixing and bring your books up to date.

  • Missing months caught up and accounts reconciled
  • Errors corrected and books made ready for your accountant

Quoted separately after we review your books.

Account accuracy

Bank reconciliations

Only need your accounts matched to your statements? We reconcile them and flag anything that doesn't add up.

  • Bank, card and loan accounts matched to your statements
  • Missing, duplicate and uncategorized transactions flagged

Quoted after we review your accounts.

Why work with us

You stay in control

  • We never need your bank passwords. You invite us with accountant access and can remove us in one click.

  • No contract. Cancel anytime. You stay month to month, and you can stop whenever you choose.

  • Flat monthly price. One quote after your free review, the same amount every month. You keep your software.

Monthly bookkeeping

Pricing based on your books

These ranges show what to expect. After your free review we quote one flat monthly price, based on how many transactions you have and how complex your books are.

Simple

Straightforward books without many moving parts.

Around $350 per month

Typical for businesses under $500k in annual revenue.

  • Few transactions and only a few bank or card accounts
  • Business and personal spending kept separate
  • Little or no integrations or extra tracking

Moderate

More activity, and a few more things to keep straight.

$400–$500 per month

Typical for businesses with $500k to $1 million in annual revenue.

  • Steady transaction volume across several accounts
  • Payroll, loans or payment processors to reconcile
  • Some extra tracking or balances to review

Complex

More accounts, more activity, more to reconcile.

$500–$800 per month

Typical for businesses with $1 million to $2 million in annual revenue.

  • High transaction volume or several sales and payment channels
  • Class or project tracking, cash activity or heavier integrations
  • More receivables and payables to review

These are guides, not packages. Revenue is only a reference point. Your flat monthly price is set after we review your books, and it may fall outside these ranges. Need a cleanup first? We quote the catch-up separately. No contract. Cancel anytime.

Get a free books review

Questions

Before you ask

Do I have to switch software?

No. We work in the bookkeeping software you already use. It stays your account and your data.

What if I'm a year behind?

That's what the review is for. We look at where your books stand and tell you what it takes to catch up. No judgment.

Do you need my bank login?

Never. You invite us with accountant access, and you can remove us in one click.

What does it cost?

A flat monthly price. Expect roughly $350 to $800 a month, depending on your transaction volume and how complex your books are. You get your exact quote after the free review. See pricing

You run the business. We'll handle the books.

Free 30-minute books review. No judgment, no sales pitch.

Get a free books review