Bookkeeping that fits your business.
Monthly services at flat rates.
No surprises.
Every ongoing engagement is a monthly retainer with prices based on your transaction volume, number of accounts, and the complexity of your books. You know what you’re paying before the month starts.
Your books are maintained with audit-readiness in mind — clean records, documented transactions, and organized files that hold up to scrutiny. If you’re ever facing an IRS inquiry, bank due diligence, or grant compliance review, your books will be ready.
Monthly Bookkeeping Services
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You outgrew the spreadsheet. Now what?
For businesses under $200k in annual revenue that need organized, accurate financials on a consistent schedule. Every month, your accounts are reconciled, your reports are ready, and anything that needs your attention gets flagged. Once a quarter we go through the numbers together so you know what you’re actually looking at.
Revenue threshold
Under $200k annual gross revenue
Deliverables
Monthly transaction categorization
Account reconciliation
P&L and Balance Sheet
Bank feed maintenance
Flagged items summary
Report cadence
Quarterly financial statements and video debrief
CPA package
Available as annual add-on
Pricing is based on discovery call and results of book diagnostic.
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You’ve grown. Your bookkeeping should too.
For businesses between $200k and $500k that have more moving parts than a basic setup can handle — more accounts, more activity, more at stake. Includes everything in Silver, plus a full monthly reporting package and a year-end CPA handoff package. Your accountant gets what they need without having to ask for it.
Revenue threshold
$200k–$500k annual gross revenue
Deliverables
Everything in Silver
A/P and A/R review (review only)
Year-end CPA handoff package
Report cadence
Monthly financial reports and debrief video
CPA package
Included annually
Monthly Review Call
Available as add-on
Pricing is based on discovery call and results of book diagnostic. -
Established businesses with books to match.
For businesses above $500k with real complexity — multiple accounts, payroll integration, financials that need to hold up to scrutiny. Includes everything in Gold, plus priority response, a dedicated monthly review, and a year-end CPA handoff package. Running payroll is not included; payroll platform integration and reconciliation are in scope.
Revenue threshold
$500k+ annual gross revenue
Deliverables
Everything in Gold
Payroll integration review
Priority response SLA
Report cadence
Monthly financial reports and monthly review call
CPA package
Included (year-end)
Payroll
Integration review only — running payroll not included
Pricing is based on discovery call and results of book diagnostic.
Need help deciding which plan fits?
Get in touch and we’ll figure it out.
Quarterly Service
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You handle the day-to-day. We handle the checkup.
For small, simple businesses under $150k in revenue that manage their own books but want a professional set of eyes four times a year. Each quarter: your books get reviewed, your accounts reconciled, you receive a written summary of what was found, and we spend thirty minutes on a call going through it together.
This isn’t a replacement for monthly bookkeeping — it’s for business owners who are doing the work themselves and want to make sure they’re doing it right.
Revenue threshold
Under $150k annual gross revenue
Deliverables
Quarterly transaction review and categorization
Account reconciliation
P&L and Balance Sheet
Written findings summary
30-minute review call
Frequency
Every third month. 4x per year
CPA package
Not included; available as add-on
Pricing is based on discovery call and results of book diagnostic.
Need an occasional pro review?
See how we can help.
Add-On Services
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+$75/month to Silver Plan
+$150/month to Gold Plan
Included in Platimum
A 30-minute video call each month to walk through your P&L, key metrics, and anything worth paying attention to. Not a formal presentation — just a focused conversation about what your financials are telling you.
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+$100/year on Silver Plan
Included with Gold and Platinum Plans
Year-end reports, trial balance, 1099 recipient list, and organized file delivery directly to your CPA.
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Priced on engagement
or established clients who want periodic reassurance that their financial workflows are sound. We review processes for gaps, weaknesses, or anything that could become a problem down the road. Not an audit. A documented, CISA-informed look at how things are set up.
Availability
Add-on for ongoing monthly clients; also available as a one-time service
Cadence
Annual recommended; scope discussed at intake
Deliverable
Written findings summary
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From +$50/month
Included in Monthly Review Call Add-on Service and in Platinum Plan
A monthly or quarterly add-on that highlights the key performance indicators most relevant to your business — not just what happened, but what it means.
Availability
Included with Monthly Review Call add-on and Platinum; available as standalone add-on
Cadence
Monthly or quarterly depending on tier and preference
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From +$50/month
For the business owners running Profit First who don’t want one more thing on their plate.
Biweekly, monthly, or quarterly transfers between your own accounts, executed on schedule according to your Profit First allocation percentages. You set the structure; we handle the movement.
Availability
Add-on for any ongoing tier
Cadence
Biweekly, monthly, or quarterly per client preference
Prerequisite
Client must have Profit First allocations already established
Pricing based on discovery call and results of books diagnosis.
Want more details?
Book a discovery call now.
One-Time Projects
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Not sure where your books stand? Start here.
A scoped review of your chart of accounts, outstanding reconciliations, open invoices, unpaid bills, and overall books health. You receive a written summary of what was found and a clear recommendation for what comes next. If that next step is a JtL service, the diagnostic fee is credited to the invoice in full.
Deliverable
Written findings summary with recommended service path
Timing
Completed before any ongoing engagement begins
Credit policy
Fee credited in full toward first month of ongoing service or another one-time service
Every new client engagement begins with a Books Diagnostic. It protects both parties from surprises and ensures that scope and pricing reflect reality.
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Your books are behind, but they’re not beyond help.
Transactions entered, accounts reconciled, reports ready. A catch-up project gets your records current so you can start fresh with a clear picture of where things stand.
Scope
Transaction categorization, reconciliation, financial reports to current date
Billing
Hourly; minimum one month’s retainer equivalent, credited toward first month of ongoing service
Pricing is commensurate with business complexity as based on discovery call and results of book diagnostic.
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Something went wrong somewhere. Let’s find it.
Incorrect setup, irreconcilable accounts, miscategorized or missing transactions? Clean-up goes deeper than catch-up: find what’s wrong, correct it, and rebuild records into something that doesn’t give you a headache.
Scope
Error identification, correction, account reconciliation, rebuilt financial reports
Billing
Hourly with minimum equivalent to one month’s retainer, credited toward first month of ongoing service
Pricing is commensurate with business complexity as based on discovery call and results of book diagnostic.
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Start with the right structure. You’ll thank yourself later.
For businesses just getting started. This service establishes your chart of accounts, connects your bank and credit card feeds, and builds the accounting foundation your business runs on. Getting it right at the start saves significant time and money later.
Deliverable
Configured accounting system ready for ongoing use
Platform
Xero only
Billing
Flat fee based on business complexity and number of accounts; minimum equivalent to one month’s retainer, credited toward first month of ongoing service
How can your business benefit?
Let’s talk about it.