Getting Started Services
D
Discovery call**
Free
This no-pressure, 15-20 minute recorded video call** is designed to help both you (the business owner) and our C. E. O. to determine if working together is a good fit.
During the call, you'll discuss your business, current bookkeeping setup, and any pain points you're experiencing. Our C.E.O. will ask questions to understand your financial processes, goals, and how you’re currently managing your books.
​
​You'll also have the opportunity to ask about our experience, services offered, and how our process works. This conversation is a chance to get clarity, ask questions, and see if the communication style and expectations align.
​
​By the end of the call, both sides will have a better idea of whether it makes sense to move forward—and if not, no hard feelings! It’s all about finding the right match to support your business growth with reliable, accurate financial tracking.
​
**All discovery calls are recorded for the purpose of later reference.
C
Clean-up service
Price Varies
Bookkeeping Cleanup Service is a specialized accounting service designed to organize, correct, and update your financial records. Whether you're behind on your books, facing inaccuracies, or preparing for tax season, this service ensures your financial data is accurate, complete, and compliant.
​
​Benefits:
-
Saves time and stress
-
Improves financial visibility
-
Ensures tax readiness and compliance
-
Supports smarter business decisions
​
What’s Included:
-
Reconciliation of Bank and Credit Card Accounts
-
Aligning your records with actual bank statements to ensure nothing is missing or misreported.
-
Categorization of Transactions
Reviewing and properly categorizing income and expenses to reflect your true financial picture. -
Correction of Errors
Identifying and fixing duplicate entries, misclassified transactions, and other common accounting mistakes. -
Catch-Up Bookkeeping
Bringing months (or even years) of missing or outdated bookkeeping up to date. -
Financial Reporting
Delivering accurate reports such as Profit & Loss Statements, Balance Sheets, and Cash Flow Statements. -
QuickBooks Online File Cleanup (if applicable)
Cleaning up your Quickbooks Online software files for smooth, ongoing use.
Who It’s For:
-
Business owners who’ve fallen behind on bookkeeping
-
Startups needing a clean foundation before scaling
-
Companies preparing for tax filing, audits, or loan applications
-
Anyone transitioning to a new accountant or bookkeeper​
Monthly Services
1
Starter bookkeeping.
$300/month
Includes:
-
Weekly data entry to your books
-
Monthly reconciliation for up to 2 accounts
-
Categorizing up to 75 transactions
-
Monthly Profit & Loss report
-
Limited email support
Ideal for solo entrepreneurs who want clean, up-to-date books
Get peace of mind knowing your books are accurate each month, So you can stay organized and taxed ready without lifting a finger.
2
Standard bookkeeping
$500/montth
Includes:
-
Weekly data entry to your books
-
Monthly reconciliations for 3-4 accounts
-
Categorizing up to 150 transactions
-
Monthly P&L, Balace Sheet & Cash Flow reports
-
Limited email support
Perfect for small business owners with a bit more volume who want clarity and consistency
What you gain: Consistent visibility into your finances, so you can make smart decisions and constantly manage your business.
3
Premium bookkeeping
Custom pricing starts at $550/month
Includes:
-
Weekly or daily data entry to your books (dependent on volume)
-
Monthly reconciliations for 5+ accounts
-
Categorizing 150+ transactions
-
Monthly P&L, Balance Sheet & Cash Flow reports with Summary
-
Limited email support
-
Optional A/R and A/P add-ons
Great for growing businesses who want a trusted partner and Deeper insight
What you gain: A second set of eyes on your financials each month, strategic guidance, and bookkeeping you never have to think about again
Get in Touch
Ready to Focus on Growth? Let's Talk Bookkeeping.
There is no obligation and no sales pressure—just a clear discussion about simplifying your books.