Bookkeeping Services
for Small Businesses

Bookkeeping Services

Tax season shouldn’t feel like a scramble every year.

Our bookkeeping services are designed for small- and medium-sized businesses that need reliable bookkeeping without the overhead of building a full in-house team. We handle the day-to-day accounting, from transaction recording, reconciliations, and monthly closes, so you always have an accurate, up-to-date picture of your business.

Whether you’re managing cash flow or just trying to stay ahead of tax season, we deliver clean financials and consistent reporting you can actually use to make decisions.

Clean, Timely Books

We keep your financial records organized, up-to-date, and tax-preparer ready, handling transaction coding, reconciliations, and monthly closes so you can rely on your numbers.

Consistent Financial Reporting

Receive clear, timely monthly reports that give you real visibility into performance, cash flow, and key trends, so you can make informed decisions with confidence.

Scalable Support as You Grow

From early-stage startups to growing small businesses, we build processes that scale with you, supporting everything from basic bookkeeping to more structured financial operations as your business evolves.

Cost-Effective Financial Support

Accurate,
Tax-Ready Books

More Time to Run Your Business

Clear Financial Visibility

Bookkeeping:
Pick the perfect plan

Explore our pricing options tailored for your needs. Each plan is designed to provide value and support, whether you’re just getting started or looking for more advanced features.

Basics

Simple, accurate bookkeeping every month. Best for solo owners with < $50k monthly expenses.

$250

/month

Essential

MOST POPULAR

Clear numbers that support growth. Best for growing businesses, multiple accounts, < $75k monthly expenses.

$350

/month

Professional

Hands-on support and advanced reporting. Best for multi-entity businesses, < $100k monthly expenses.

$850

/month

Offer Valid May 2026

ONE FREE MONTH
Discount Code!

Valid for May 2026 only, we are offering one free month of bookkeeping.  Just complete click “Get Discount Code” below to get the discount code emailed directly to you.  See store for details.

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Our Bookkeeping Services

Choose the level of support that fits your business, whether you want to stay involved or fully outsource your bookkeeping.

Monthly Bookkeeping

Stay on top of your finances with a consistent monthly process that keeps your books accurate, organized, and decision-ready.

  • Bank and credit card accounts reconciled monthly
  • Structured categorization with smart rules and oversight
  • Monthly financial statements delivered on a timely basis
  • Ongoing email support for day-to-day questions
  • Books maintained tax-preparer ready
  • Books maintained audit-ready

Cleanup and Catch-Up

Behind on your books, we bring everything up to date quickly and accurately so you can move forward with confidence.

  • Reconstruction of months or years of financial records
  • Streamlined data imports and account organization
  • Full transaction review, correction, and reclassification
  • Resolution of discrepancies and historical issues
  • Tax-preparer ready handoff for your CPA
  • Audit-ready financials and supporting schedules

Consulting and Training

Keep bookkeeping in-house with the right systems, structure, and guidance to ensure accuracy and consistency.

  • Accounting system setup and optimization, including QuickBooks
  • Chart of accounts design aligned to your business model
  • Workflow and process improvements for efficiency
  • Periodic monthly or quarterly accuracy reviews
  • Training for internal teams and ongoing support
  • Option to transition to full-service bookkeeping at any time

Monthly bookkeeping prices are fixed and listed above.  For more information pricing for clean-up and catch-up services or consulting services, please contact us for more information. 

Why Choose Us?

More Time for You to
Run Your Business

Running a small business means your time is best spent on the job, not in your books. Whether you’re a plumber, electrician, mechanic, or contractor, we handle the day-to-day bookkeeping so you can stay focused on serving customers and growing your business.

Cost-Effective Financial Support

We understand how small businesses actually operate, inconsistent cash flow, job-based income, and expenses that don’t always fit neatly into a box. Our approach is practical and built around that reality, giving you clean, reliable numbers that reflect what’s really happening in your business.

Contact Us For
Bookkeeping Services

The best way to get started is to complete the form below. Tell us a bit about your business and we will advise on how best to get started with bookkeeping. 

We will get back to you within 24 hours.

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Frequently Asked Questions

We handle the core monthly accounting, including transaction categorization, bank and credit card reconciliations, and monthly financial reporting. Our goal is to keep your books accurate, organized, and ready for tax preparation.

We are very transparent with our pricing, and hence have provided tiered fixed pricing above.  Pricing depends on the size and complexity of your business, including transaction volume and number of accounts. There are no contracts, and contracts are month-to-month, with 30 day notice to cancel by either party. 

Note that the monthly tiered pricing above is for the core monthly bookkeeping services.  If your books have not been maintained well until now, there may be a one-time “clean up” or “catch up” service to reconstruct the past months/years of accounting (typically estimated at 1-2 months of the monthly recurring fee). 

Our bookkeeping services are typically structured on a month-to-month basis with no long-term commitment required. You can continue, adjust, or cancel services as your business needs evolve, with simple notice terms outlined upfront. Services are automatically renewed monthly until cancelled, with 30-day notice. 

Yes. We are CPAs, and can prepare your tax returns as well, for a separate fee.  Or we can work alongside your current CPA by maintaining clean, tax-preparer ready books.  Whether we prepare your taxes or someone else does, us preparing the bookkeeping helps streamline tax filings and reduce back-and-forth at year-end.

For monthly bookkeeping clients, we update and reconcile your accounts at the end of each month and provide financial reports on a consistent timeline. (We can of course update your books more frequently than that, for an increased fee.) 

Absolutely. We offer clean-up and catch-up services to bring your books up to date, whether you’re a few months or a few years behind. These are billed as one-time charges (typically estimated at 1-2 months of the monthly recurring fee).

We primarily work with QuickBooks for small- and medium-sized businesses, and can help set up, clean up, or optimize your system to ensure everything runs smoothly. (We can work with other software as well, such as Xero or NetSuite–inquire for more information.)

No. We work with your existing accounts and tools whenever possible and can integrate directly with most major banks and platforms.

Yes. You’ll have full access to your accounting system and receive clear monthly reports so you always understand your financial position.

As much or as little as you prefer. Some clients stay hands-on, while others fully outsource the process, we adapt to your level of involvement.

We begin with a quick consultation to understand your business and current setup, then outline a clear plan to get your books in order and maintained going forward. Contact us with either the contact form or giving us a call and we will schedule a consultation.