Monthly bookkeeping
Clean books, every month.
Every transaction categorized, every account reconciled, and a clean profit & loss delivered by the 15th of each month. You always know where you stand.
Compare plans
| Starter$224.99/mo | Essential$324.99/mo | Growth$474.99/mo | |
|---|---|---|---|
| Monthly transactions | Up to 75 | Up to 175 | Up to 325 |
| Bank & credit accounts | Up to 2 | Up to 3 | Up to 5 |
| Transaction categorization | ✓ | ✓ | ✓ |
| Bank reconciliations | Monthly | Monthly | Monthly |
| Credit card reconciliations | Monthly | Monthly | Monthly |
| Profit & loss statement | ✓ | ✓ | ✓ |
| Balance sheet | ✓ | ✓ | ✓ |
| Monthly financial review | ✓ | ✓ | ✓ |
| Email support | ✓ | ✓ | ✓ |
| Monthly review meeting | ✓ | ✓ | ✓ |
| Year-end books review | ✓ | ✓ | ✓ |
| Tax-ready financials | ✓ | ✓ | ✓ |
QuickBooks is included in all plans
How it works
Onboarding in three easy steps.
01
Free consultation
A 1-hour call to understand your business, your books, and what you actually need.
02
QuickBooks setup
We connect your accounts, clean up the history, and start reconciling — usually within a week.
03
Monthly clarity
By the 15th each month you get a clean P&L, reconciled accounts, and a plain-English summary.
Let's get your books in order.
Spend less time worrying about bookkeeping and more time running your business. Book a free 1-hour consultation and let's see where we can help.