Bookkeeping & Accounting
Two ways to engage — an Essential monthly close, or a Custom package built around your specific needs.
Essential Bookkeeping
Clean books every month, priced to your size.
- Monthly bookkeeping & bank/card reconciliation
- P&L and balance sheet
- Email support
- Rate set within range based on transaction volume and account count
- Weekly bookkeeping available — +50% of monthly rate
Custom Bookkeeping
Most PopularFull-service accounting and advisory, built around what your business actually needs.
- Everything in Essential Bookkeeping, scaled precisely to your business
- Custom KPI dashboards
- Monthly strategy call
- Cash flow forecasting
- Advisory support for tax planning coordination
- Multi-account / multi-entity reconciliation
- Weekly bookkeeping (+50% of your quoted monthly rate)
- —Setup fee: equal to one month of your monthly rate.
- —Cleanup fee: billed at 75% of the monthly rate for each catch-up month required.
- —Every business is different — we'll build a quote around the pieces that matter to you, not a fixed package.
Not sure which fits?
Every engagement starts with a free assessment. We'll help you scope the right service and quote a firm number — no obligation.
Book a Free Assessment