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Bookkeeping Services

Monthly bookkeeping and financial reporting designed to give you a clear picture of your business finances—without adding bookkeeping to your to-do list.

Monthly Bookeeping Services

Starting at $350/month

What's Included:

Monthly Bookkeeping
Transactions are categorized and your books are maintained throughout the year.

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Account Reconciliations
Bank and credit card accounts are reconciled regularly to keep your records accurate.

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Financial Statements
Receive monthly Profit & Loss and Balance Sheet reports to help you understand how your business is doing.

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Bookkeeping Review
We review your books for unusual items, missing information, and other issues that may need attention.

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Year-End Preparation
Your books are kept organized throughout the year to make tax preparation easier at year-end.

Pricing & Scope

Monthly bookkeeping fees are based on the scope and complexity of the services needed. Your monthly fee will be determined after we review your bookkeeping needs.

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Our standard bookkeeping services do not include accounts payable or accounts receivable management. Payroll, sales tax filings, cleanup or catch-up work, and other services are available separately when needed.

Bookkeeping Add-Ons

Sales Tax Filing

Stay current with your sales tax obligations. We prepare and file your required sales tax returns based on your bookkeeping records and keep track of filing deadlines.

Quarterly Payroll Reconciliation

We review your payroll reports and reconcile payroll activity to your books, helping ensure payroll expenses, taxes and liabilities are recorded accurately.

$50/month per state

Taxes due will be billed separately

Starting at $75/Quarter

Pricing based on payroll frequency and company size

Quarterly Financial Statement Analysis

Go beyond accurate financial statements with quarterly review of your business performance. We’ll look at meaningful trends and areas that may deserve attention.

1099 Vendor Processing

We prepare and file required 1099 forms for your vendors and contractors, helping you meet year-end reporting requirements accurately.

Starting at $100/Quarter

Pricing based on business size and complexity

$180/year for up to 5 vendors

$20 per additional vendor

Cleanup & Catch-Up Bookkeeping

If your books need to be brought up to date before ongoing bookkeeping begins, we can help. Cleanup and catch-up work is billed hourly and quoted after review.

Interested in Our Bookkeeping Services?

Tell us a little about your business and what you need help with.

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