Services

Consistent monthly support to keep your income, expenses, and account reconciliations up to date every single month.

• Transaction categorization 

We carefully review and classify each transaction into the correct income or expense account, ensuring your books stay accurate and reports reflect the true financial picture.

• Bank & credit card reconciliations 

We reconcile your bank and credit card statements against your records every month. This process confirms balances, catches errors, and keeps your accounts reliable.

• Monthly financial reports 

At the end of every month, we send you clean Profit & Loss and Balance Sheet statements. They show you exactly how much money you made, where your money went, and where your business stands.

Monthly Investment 

Essential Tier: Starting at $359/mo (Best for micro-businesses with 1–2 accounts & low transaction volume) 

Growth Tier: Starting at $495/mo (Best for active small businesses with multiple accounts & higher transaction volume) 

*Final rate is confirmed following a free QBO diagnostic review.

Behind on your books? We'll get your accounts organized and tax-ready in no time.

• Categorization of past transactions 

We go through your backlog of transactions, assigning each to the correct income or expense account so your records stay organized and compliant

• Reconciling past bank & credit card accounts 

We match historical bank and credit card statements against your records to ensure every transaction is accounted for and balances are correct

• Clean, tax-ready financials 

Once cleanup is complete, you’ll have accurate, audit‑ready financial statements that make tax filing and future reporting stress‑free

Investment 

One-time Cleanup Project: Starting at $495 

Pricing depends on:  

• Number of backdated months 

• Number of connected bank & credit card accounts 

• Overall transaction volume & file complexity

*Final project quote provided upfront following a brief, free QBO diagnostic review.

Custom support tailored to your unique operational workflow and business needs. 

• QBO setup & Chart of Accounts customization

• Invoicing & Accounts Receivable (A/R) 

• Billing & Accounts Payable (A/P)

Investment 

Monthly Add-On: Starting at $99/month per service 

• Offered as an addition to monthly bookkeeping packages 

• Available as a custom standalone project) 

*Scope and pricing are tailored to your transaction volume and operational needs.