Up to 100 transactions / month
A steady start
$240 / month
For a small flow of invoices, supplies and everyday expenses.
A price tied to the work
Small business.
Clear monthly price.
Choose by monthly transaction volume. We confirm the right plan after reviewing one typical month, before any work begins.
Monthly bookkeeping
Every plan includes transaction categorization, bank and credit card reconciliation, monthly reports and a 20-minute review call. For one business, with up to three bank or credit card accounts.
101–250 transactions / month
Room to grow
$390 / month
For a busier month with more payments and purchases to sort.
251–500 transactions / month
A busy desk
$590 / month
For an established business with a steady stream of activity.
A transaction is one posted line in a bank or credit card account; both sides of an account transfer count. Over 500 transactions or more than three accounts needs a separate written quote. If volume changes, we agree on a new plan before the next month. No automatic overage charge.
A little help getting current
Catch-up bookkeeping
Reconcile unfinished months and rebuild the reports. We review the records first and agree on a total price and completion schedule.
From $300
per past month
Payroll setup help
Organize your employee information checklist, pay schedule and opening balances for your payroll provider. Includes a setup meeting and one follow-up.
$250
one time
Before you choose
When will I receive my monthly report?
Send complete statements and answers by the 5th. We aim to deliver the previous month’s reports by the 15th. If something is missing, we tell you what is needed and agree on a revised date.
Does this include payroll runs or tax filing?
No. Payroll runs and payroll filings stay with your payroll provider. Tax advice and tax filing stay with your tax preparer. We prepare the books and help organize the handoff.
Is catch-up work included in the monthly price?
Catch-up work is separate, starting at $300 per past month. We agree on its scope before starting your regular monthly plan.
Let’s find your starting point.
Bring a rough transaction count. You do not need to have the books in order to begin.