Services include:
Monthly bookkeeping
Income & expense categorization
Bank and credit card reconciliations
Accounts receivable & payable tracking
Profit & Loss, Balance Sheet & Cash Flow reports
Catch-up and clean-up bookkeeping
✔ Accurate records
✔ IRS-ready books
✔ Reliable monthly reporting
$199 / month
Best for small businesses with low transaction volume.
Includes:
Up to ~75 transactions/month
Bank & credit card reconciliation (up to 2 accounts)
Income & expense categorization
Monthly Profit & Loss statement
$349 / month
For growing businesses that need consistency and clarity.
Includes:
Up to ~150 transactions/month
Reconciliation (up to 4 accounts)
Monthly P&L and Balance Sheet
Accounts receivable & payable tracking
Monthly review for accuracy
$549 / month
For established businesses needing more oversight.
Includes:
Up to ~300 transactions/month
Reconciliation (up to 6 accounts)
P&L, Balance Sheet & Cash Flow Statement
Priority support
Monthly performance review