Bookkeeping built around your needs
Some businesses only need clean monthly books. Others need deeper bookkeeping support involving payroll liability reconciliation, sales tax liability reconciliation, transaction matching, and stronger documentation standards. These service levels are designed to match that difference.
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Essential Bookkeeping
Clean monthly bookkeeping for businesses that do not need higher-detail operational support.
- Monthly bank and credit card reconciliations
- Transaction categorization
- Standard monthly financial statements
- Month-end review
- Monthly financial statement delivery
Best for: Straightforward service businesses and lower-complexity books
Request AssessmentOperations Bookkeeping
More detailed monthly bookkeeping for businesses with invoicing activity, payroll balances, sales tax balances, and more involved workflows.
- Everything in Essential
- Deposit matching to invoices and/or sales receipts
- Bill and expense matching where applicable
- Accounts receivable and payable review
- Payroll liability reconciliation
- Sales tax liability reconciliation
Best for: Growing businesses with more moving parts and tighter monthly bookkeeping needs
Request AssessmentPremium Detail Bookkeeping
Higher-detail bookkeeping with stronger documentation standards and a more controlled monthly close process.
- Everything in Operations
- Receipt attachment policy for qualifying transactions
- Documentation review
- Higher-detail monthly close procedures
- More proactive issue flagging
- Stronger bookkeeping file hygiene
Best for: Businesses that want cleaner records and stronger documentation
Request Assessment*Pricing reflects current availability and complexity. Cancel anytime.
Each client begins with a bookkeeping assessment. Final monthly pricing depends on transaction volume, number of accounts, payroll and sales tax complexity, transaction matching needs, documentation requirements, and the overall condition of the books.
Questions about pricing, cleanup, scope, and how service works?
Need more detail on pricing, catch-up, cleanup, timelines, billing, and how service works? Visit the FAQ.
View Bookkeeping FAQAlternative Payment Options
We understand that every business manages cash flow differently. In addition to standard payment methods, we are open to discussing alternative arrangements to fit your unique needs.
Sliding scale pricing is determined during initial assessment and built into current pricing models. If you can only afford a specific monthly amount, please still reach out and I will help to the best of my ability where capacity is available.
Reach OutNot sure which level fits your business?
Start with a bookkeeping assessment and get placed into the service level that matches the actual complexity of your books.
Request Assessment