Monthly Bookkeeping

Stay ahead with our reliable monthly bookkeeping. We handle your day-to-day financial record-keeping, including transaction categorization, bank reconciliations, and financial statement preparation. This ensures you always have a clear and accurate picture of your business's financial health, empowering you to make informed decisions.

Fiscal Year Cleanup & Catch-Up Services

Fallen behind on your books? No problem. Our fiscal year cleanup service is designed to get you back on track. We'll organize and reconcile your accounts for previous months or even entire years, ensuring your records are accurate, complete, and ready for tax season or financial review.

Mandatory Bookkeeping Assessment 

To provide the highest level of service and ensure the integrity of your financial data, all prospective bookkeeping engagements begin with an Introductory Discovery Call (no fee). 

A Mandatory Bookkeeping Assessment ($100 fee) is required to obtain an accurate estimate of services.

During this comprehensive review, our team analyzes your current ledger to identify necessary cleanup tasks, historical discrepancies, and workflow efficiencies. This assessment allows us to provide you with an accurate, fixed-fee quote for an initial cleanup or monthly services. Please be advised that this quote is based on the data and account volumes disclosed at the time of the assessment. Our fixed-fee agreements are subject to immediate adjustment should new information or additional complexities be discovered after the service has commenced. Factors that may trigger a fee increase include, but are not limited to:

• The discovery of undisclosed bank, credit card, or loan accounts. 

• The identification of fixed asset schedules requiring depreciation tracking. 

• Integration or reconciliation of multiple Point-of-Sale (POS) systems or third-party merchant processors. 

• Significant increases in monthly transaction volume or the addition of new payroll and sales tax nexus requirements. 

We believe in pricing transparency; therefore, if such complexities arise, we will pause work to provide a revised service agreement before proceeding.

Monthly services quotes will only be provided after a Mandatory Bookkeeping Assessment ($100 fee) and/or a Fiscal Year Cleanup & Catchup has been completed (if required). 

Please note that our Monthly Bookkeeping Rates are tailored to your current business volume; therefore, fees are subject to adjustment should your business complexity increase (e.g., the addition of new bank, credit card, or loan accounts; the implementation of payroll or additional employees; or new filing requirements for Sales Tax in additional jurisdictions).