Your books should help you run your business.
Professional monthly bookkeeping designed to give business owners organized records, clearer financial statements, and better visibility throughout the year.
Monthly Bookkeeping
Recurring organization and recording of financial activity within the agreed scope.
Reconciliation
Financial account reconciliation as part of the monthly close process.
Financial Statements
P&L, Balance Sheet, and Cash Flow as standard statements.
Includes: Monthly bookkeeping, account reconciliations, P&L, Balance Sheet, Cash Flow, month-end close, financial record organization, and standard bookkeeping support.
Foundation
Up to 150 transactions • 3 financial accounts
Essential
Up to 400 transactions • 5 financial accounts
Growth
Up to 750 transactions • 8 financial accounts
Advanced
Up to 1,500 transactions • 12 financial accounts
Internal bank transfers are excluded from transaction counts. Monthly completion is within 10 days; statements are delivered by the 5th day after the 10-day completion period.
Additional Financial Account
Per additional account.
Biweekly Upgrade
Upgrade the bookkeeping cadence.
Weekly Upgrade
Upgrade the bookkeeping cadence.
Additional Entity/Location
Pricing varies by complexity.
Catch-Up & Cleanup
Assessment-based services.
A/P & A/R
Recording services available by volume.
A minimalist service with clear boundaries.
Standard bookkeeping does not automatically include priority/expedited service, unlimited communication, financial analysis, advisory, consulting, additional reporting, or cleanup/catch-up work.
Your books should work for your business.
Strategy • Growth • Legacy