Monthly Bookkeeping

Pricing by Quote

Designed for growing businesses that want consistent reporting and proactive support.

Includes:
✔ Monthly reconciliation of bank & credit card accounts
✔ Monthly Balance Sheet
✔ Monthly Income Statement
✔ Monthly Statement of Cash Flows
✔ Monthly review meeting
✔ Email / phone / text support (up to 6 hours per month)

Clean-Up & Catch-Up Services

Pricing by quote

Behind on your books? You’re not alone.

This service includes:
✔ Review of existing records
✔ Catch-up of prior months
✔ Correction of inaccuracies
✔ Establishment of an organized, sustainable system

Fee varies based on scope and condition of current records.

Quarterly Bookkeeping

Pricing by Quote

Ideal for smaller businesses with lower transaction volume.

Includes:
✔ Monthly account reconciliation
✔ Quarterly financial statements
✔ Quarterly review meeting
✔ Email / phone / text support (up to 3 hours per quarter)

Additional Add-On Services

Customized support available for:

• New Business Setup
• Accounts Receivable (A/R) Management
• Accounts Payable (A/P) Management
• Payroll Setup
• Budgeting & Forecasting
• Custom Financial Reporting

If you need it — we can build it into your plan.