Pricing
Choose Your Service
From one-time cleanups to reliable monthly bookkeeping, select the service that keeps your financial records organized and up to date.
Cleanup Services
Bring your books up to date and restore order to your financial records.
Contact for Pricing
- Catch-up bookkeeping for prior periods
- Reconciliation of outstanding accounts
- Correction of miscategorized transactions
- Organized, updated financial records
- Clear starting point moving forward
Request Cleanup Quote
*Cleanup may be required before ongoing service begins.
Most Popular
Foundation Plan
Ongoing bookkeeping that keeps your financial records accurate and maintained.
Starting at $250/month
- Monthly transaction categorization
- Bank and credit card reconciliations
- Monthly financial reports
- Books prepared and ready for your CPA
- Ongoing record maintenance
Get Started
*Onboarding fees may apply
Cleanup Services
- Catch-up bookkeeping for prior periods
- We bring your books up to date by recording and organizing past transactions for any months that have fallen behind.
- Reconciliation of outstanding accounts
- Bank and credit card accounts are reviewed and reconciled to ensure balances match and discrepancies are identified and corrected.
- Correction of miscategorized transactions
- Transactions are reviewed and reclassified where needed to ensure accuracy and proper financial reporting.
- Organized, updated financial records
- Your financial records are structured, cleaned, and maintained in an organized format for clarity and compliance.
- Clear starting point moving forward
- Once cleanup is complete, your books reflect an accurate baseline so ongoing bookkeeping can begin with consistency and confidence.
Foundation Plan
- Monthly transaction categorization
- All business transactions are recorded and categorized accurately to ensure clean and consistent financial records.
- Bank and credit card reconciliations
- Bank and credit card accounts are reconciled each month to confirm balances match and discrepancies are identified and resolved.
- Monthly financial reports
- Standard monthly financial reports are prepared to provide a clear view of your business activity and account balances.
- Books prepared and ready for your CPA
- Your records are maintained in an organized, tax-ready format to support year-end reporting and coordination with your CPA.
- Ongoing record maintenance
- Financial records are consistently reviewed and maintained to ensure accuracy and prevent issues from accumulating over time.