Services · Monthly Bookkeeping
Clean books, every month, without lifting a finger.
Reconciled accounts, accurate financials, and an EA keeping an eye on the details — so you always know where your business stands and never scramble at tax time.
What's included every month
The core work that keeps your books accurate, current, and ready for anything.
Transaction categorization & coding
Monthly account reconciliation
Profit & loss and balance sheet
QuickBooks maintenance & upkeep
Industry-specific chart of accounts
EA-reviewed monthly close
Choose your package
Three fixed-price tiers built around the complexity of your books. Not sure which fits? The free books health check will tell you.
Essentials
$300 / mo
1–2 accounts · low volume · straightforward transactions
- Monthly reconciliation & categorization
- P&L and balance sheet
- QBO maintenance
- EA-reviewed close
Standard
$500 / mo
3–5 accounts · moderate volume · some complexity
- Everything in Essentials
- Higher transaction volume
- Multi-account reconciliation
- Quarterly check-in
Advanced
$700 / mo
6+ accounts · high volume · complex transactions
- Everything in Standard
- Job costing & class tracking
- Fixed asset tracking
- Monthly review call
Want tax prep handled too?
Add year-end business tax preparation to any package and have one firm handle everything — from first entry to final filing, all by an Enrolled Agent. Year-end tax prep is billed separately by entity type.
Let's keep your books effortless.
Start with a free books health check — we'll find the right package for your business, no pressure.
Book your free books health check