Clean books. Every month.
Your CPA will thank you.

Ideal for solopreneurs and startups with simple bookkeeping needs.

Review and reconcile only automated bank transactions for bank and credit card accounts
Close books at month end
Categorize income and expenses
Adjust balance sheet accounts annually
Prepare monthly financial statements (P&L and balance sheet)
Print and file 1099s at year end (client receives and prepares all data)
Ensure that year-end financials are CPA-ready for tax time

$350-$600*

Ideal for growing businesses with increasing revenues and strategic reporting needs

Everything in Basic Books
Enter some receipts and expenses manually
Adjust balance sheet accounts quarterly
Track and report on cash flow
Prepare monthly financial statements (cash flow statement, P&L, and balance sheet)
Enter information to print and file 1099s at year end (client requests and receives all W-9s)
Meet quarterly for financial review with client
Payroll setup, guidance, and support in either QBO or Gusto (client does all data entry and tax filings)

Ideal for established businesses with full-service accounting needs

Everything in Pro Books
Assist with invoicing customers and paying vendors
Process simple payroll in QBO or Gusto
Adjust balance sheet accounts monthly
Customize monthly reporting to client
Request and collect W-9s from vendors and input into QBO,; print and file 1099s at year end
Meet monthly for financial review with client
Collaborate with client’s tax professional on year-end accounting and tax returns

*NOTE: Pricing is customized based on your business, including the number of accounts, transaction volume, and bookkeeping needs.

• One-time, non-refundable onboarding fee required for all new clients
• QuickBooks Online subscription required

Need less frequent bookkeeping?

We also offer quarterly bookkeeping services for businesses that don't need monthly reporting.

Contact us for a customized quarterly bookkeeping quote.