01
Transaction categorization
Organize business income and expenses into consistent accounts, with questions flagged for your review instead of guessed.
Small business bookkeeping
Clear books. More room to run your business.
Bookkeeping for consultants, service-based businesses, self-employed owners, and independent shops. Know where your money went, understand your results, and arrive at tax season organized.
Practical monthly support
From transactions to a useful picture.
We define the accounts, reporting schedule, and work included around the way your business operates. Your bookkeeping can include:
02
Bank and credit card reconciliations
Match your books to account statements and investigate missing, duplicate, or unmatched transactions.
03
Financial reports
Receive a profit and loss statement, balance sheet, and cash flow statement for the agreed reporting period, with a clear explanation of the accounting basis used.
04
Fixed-asset bookkeeping
Record equipment and other capital purchases, maintain fixed-asset records, and record depreciation using an agreed schedule.
05
Inventory and cost of goods sold
Use your sales, purchasing, and inventory records to account for inventory and cost of goods sold. We agree on the detail and supporting records needed before work begins.
06
Tax-ready records
Organize year-end balances, a trial balance, and supporting reports for your tax preparer. Tax return preparation can be scoped separately through our tax services.
Built around your business
Small businesses. Different details.
Consultants and freelancers
Make sense of project income, software subscriptions, contractor payments, and everyday business expenses.
Service-based businesses
Keep track of operating expenses and customer payments, with reporting that helps you understand how the business is performing.
Self-employed owners
Separate business activity from personal spending and organize the records that support your Schedule C.
Independent shops and retailers
Bring together sales reports, payment processing fees, inventory purchases, and everyday operating expenses. Practical bookkeeping for owner-operated shops and small retail businesses.
Working together
A clear routine from the start.
You provide statements, receipts, and business records. We organize the activity, follow up on questions, and prepare the agreed reports.
1. Review your starting point
We discuss your business, software, accounts, transaction volume, and whether past months need attention.
2. Agree on the work and price
Your scope identifies the reporting basis, deliverables, timeline, fee, and any cleanup needed before recurring work begins.
3. Reconcile, report, and follow up
Each agreed period, we reconcile accounts, resolve questions with you, and deliver reports to help you understand the results.
Monthly bookkeeping pricing
Support that fits the size of your books.
From a straightforward solo business to a more involved operation, monthly bookkeeping can range from $250 to $2,000 or more. Your fee reflects the work your business needs.
Simple
Starting at $250/month
For a small business with light transaction activity, a limited number of accounts, and organized records. A modest starting point for routine categorization, reconciliations, and agreed financial reports.
Growing
Quoted to your needs
For businesses with more accounts, more transactions, or additional sales channels. Your monthly scope grows with the time and detail required to keep the books current.
Complex
$2,000+/month
For more involved bookkeeping with higher transaction volume, multiple sales channels, inventory, or substantial reconciliation and reporting needs. We define the work and fee after reviewing your setup.
These are indicative service levels, not fixed packages. Final pricing depends on transaction volume, account count, record quality, inventory, and reporting needs. Catch-up work, initial cleanup, tax preparation, and software costs are discussed separately. We agree on the scope and price before work begins.
Request a bookkeeping quote Common questions
Before we get started.
Can you work with my current bookkeeping software?
Tell us what you use and how you track sales and expenses. We review the setup and available records before confirming fit or recommending a change.
What if I am behind on my books?
We can review the missing periods and available records, then discuss a separate catch-up scope before starting ongoing bookkeeping.
Is tax preparation included?
Bookkeeping and tax preparation are scoped separately. We can discuss both together, or prepare organized year-end records for your existing tax preparer. Learn about our tax services.
How much does bookkeeping cost?
Monthly bookkeeping starts at $250 for simple needs and can reach $2,000 or more for complex work. Your quote depends on account count, transaction volume, inventory, reporting needs, and the condition of existing records. See the pricing guide above; we agree on your services and fee before beginning.