Starter Monthly Bookkeeping
$300 - $350
Monthly Bookkeeping Services for Sole Proprietors and New Small Businesses
- Monthly Bank & Card Reconciliation
- Expense Categorization
- Monthly Income Statement & Balance Sheet
Established Business Monthly Bookkeeping
$350 - $500
For Established Businesses with a Higher Volume of Transactions.
- Includes Everything in the Starter Plan
- AP / AR Assistance
- Sales Tax Filing
Notary Services
$5
Notary Services for One Notarized Document
- Monthly Bookkeeping Clients Receive this Service for Free*
Not Ready for Monthly Bookkeeping? Quarterly Rates at 75% of the Monthly Rate.
Why Join Our Monthly Program?
Experience true financial clarity with our structured monthly support designed specifically for small business owners.
Peace of Mind
Organized Books
Personalized Support
Tax Readiness
Sleep better knowing your finances are handled by an expert. No surprises, just consistent support.
Real-time data at your fingertips. We maintain your records monthly so you always know where you stand.
Your business is unique. Our bookkeeping approach is tailored to your specific industry and goals.
Say goodbye to tax-season stress. With monthly reconciliations, you are always ready for filing.
Frequently Asked Questions
How does monthly billing work?
We charge a fixed monthly fee based on your chosen plan. This ensures you have predictable ongoing support without the surprise of per-session or hourly fees. Billing remains consistent so you can budget with ease.
What is included in the monthly support?
Each plan includes fundamental bookkeeping tasks such as monthly reconciliations, financial reporting, and a dedicated level of support. Our higher tiers offer more frequent reviews and complex analytics for growing businesses.
Is there a long-term contract requirement?
No, we operate on a month-to-month basis. We believe in providing value that makes you want to stay, not trapping you in a long-term commitment. You can upgrade or change your plan as your business grows.
How do I get started with a plan?
Getting started is simple. Schedule a free intro call so we can understand your business needs. Once we identify the right monthly bookkeeping plan, we'll guide you through our streamlined onboarding process.
Can I switch plans later?
Absolutely. As your business complexity changes, your bookkeeping needs will too. You can transition between Starter and Established Business plans at the start of any billing month to ensure you have the right support level.