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Monthly Bookkeeping

Starter Package $350/month

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Suitable for NEW or low-transaction businesses who want reliable bookkeeping without the stress of managing it themselves

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  • Minimal transactions (up to 100 transactions/mo)

  • Monthly bank account reconciliation (up to 2 accounts)

  • AP/AR tracking (only tracking)

  • Software maintenance & updates

  • Financial reports (monthly/quarterly)

  • Ongoing support & communication

Established Package $750/month​

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Suitable for ESTABLISHED businesses with high transaction volume who need thorough, reliable bookkeeping to support their ongoing operations

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  • Over 351 transactions per month

  • Monthly bank account reconciliation (up to 6 accounts)

  • AP/AR tracking (only tracking)

  • Software maintenance & updates

  • Financial reports (monthly/quarterly)

  • Ongoing support & communication

Growth Package $500/month​

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Suitable for GROWING businesses with increasing transaction volume who need organized, scalable bookkeeping to keep pace with their momentum

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  • Transactions of 101-350 per month

  • Monthly bank account reconciliation (up to 4 accounts)

  • AP/AR tracking (only tracking)

  • Software maintenance & updates

  • Financial reports (monthly/quarterly)

  • Ongoing support & communication

Custom Packages​

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  • Tailored packages can be created based on the unique needs of each client

  • Pricing will be determined after a detailed consultation and assessment of client requirements are reviewed.

Not Sure Where to Start?

Before any commitment, we’ll talk through the current state of your books, what’s causing stress, and what kind of support makes the most sense for your business.

No pressure. No obligation. Just clarity.

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