Monthly bookkeeping
Clear books without giving up your evenings.
Monthly categorization, reconciliations and straightforward reports for small businesses that want accurate records without hiring an in-house bookkeeper.
Ask about bookkeepingTransaction-based pricing
Pricing that scales with the amount of work
Transaction volume is reviewed during onboarding and periodically as the business changes. Final scope also considers account count, payment processors and bookkeeping complexity.
Essential
Up to 100 transactions per month
$300/month
- Up to three bank or credit-card accounts
- Monthly transaction categorization
- Bank and credit-card reconciliations
- Monthly profit and loss report
- Monthly balance sheet
- Year-end books prepared for your tax professional
Most common
Growth
Up to 250 transactions per month
$500/month
- Up to five bank or credit-card accounts
- Monthly transaction categorization
- Bank and credit-card reconciliations
- Monthly profit and loss report
- Monthly balance sheet
- Payment-processor reconciliation
- Monthly bookkeeping questions by email
Established
Up to 500 transactions per month
$750/month
- Up to eight bank or credit-card accounts
- Monthly transaction categorization
- Bank and credit-card reconciliations
- Monthly financial reports
- Multiple payment-processor reconciliations
- Class or location tracking when configured
- Priority bookkeeping questions by email
More than 500 monthly transactions? High-volume, inventory-heavy or multi-entity businesses receive a custom quote. Required bookkeeping software and third-party app fees are separate.
Optional support
Payroll and cleanup when you need them
Gusto payroll add-on
Payroll Support
$100/month
Routine payroll support for up to 10 employees through Gusto. Initial payroll setup is included at no additional service charge when you use Gusto.
- Employee and payroll schedule setup
- Routine payroll processing support
- Payroll report and bookkeeping coordination
- Gusto subscription and per-person charges are separate
Past-period correction
Bookkeeping Cleanup
Starting at $750
For businesses with unreconciled months, duplicated transactions, incorrect balances or books that need to be organized before monthly service begins.
- Price depends on months, volume and condition
- Scope is reviewed before work begins
- Cleanup is quoted separately from monthly service
Clear scope
What is not included
- No accounts receivable: We do not create or send customer invoices, collect balances or manage customer payment follow-up.
- No accounts payable: We do not enter vendor bills, approve purchases or pay vendors on your behalf.
- No tax filing or legal advice: Income-tax returns, sales-tax filings, audits and legal advice require the appropriate tax or legal professional unless separately agreed in writing.
- No CFO or financial-planning services: Forecasting, budgeting, financing analysis and strategic advisory are outside the standard monthly bookkeeping scope.