Professional Bookkeeping Services — $69/month
Expert monthly bookkeeping that scales with your business. Transaction categorization, professional financial statements, and bank reconciliation. GAAP-aligned, tax-ready books delivered every month.
What's Included
- Monthly bookkeeping & reconciliation. Every bank account, credit card, and merchant processor reconciled to the penny each month.
- Professional financial statements. P&L, balance sheet, and cash flow statements delivered in a format your CPA, lender, or investor will love.
- Transaction categorization. Industry-specific chart of accounts so your reports actually tell you what's happening in your business.
- Bank account reconciliation. No mystery transactions, no unreconciled balances, no surprises at tax time.
- Basic financial reporting. Monthly reports plus on-demand reporting whenever you need to make a decision.
- Email support & consultation. A real bookkeeper you can email, plus quarterly check-ins to keep your books strategy on track.
How Our Bookkeeping Process Works
- Connect your accounts. We securely connect to your bank, credit cards, payroll, and payment processors.
- FREE catch-up. If you're behind and choose a one-year plan, we bring everything current—at no extra cost. Timeline depends on scope.
- Monthly close. Each month, we reconcile every account, categorize every transaction, and review for anomalies.
- Reports delivered. By the 15th of each month, you receive clean, tax-ready financial statements for the prior month.
- Quarterly review. Each quarter, we walk through trends, anomalies, and tax-planning opportunities with you.
Why $69/month Bookkeeping Beats DIY
- Reclaim time previously spent on QuickBooks, receipts, and reconciliation.
- Professional-grade accuracy from bookkeepers who do this all day, every day.
- Tax-ready books year-round—no scrambling in March/April to clean things up.
- Real financial visibility you can use to price jobs, hire people, and make growth decisions.
- Audit-ready records in case the IRS, a lender, or an investor ever asks questions.
Common Add-Ons
- Sales tax filing from $3.75/month per state
- Full-service payroll from $45/month base
- QuickBooks Online or Xero subscriptions at wholesale pricing
- S-Corp election strategy and ongoing S-Corp compliance
- Tax preparation and year-round planning
Frequently Asked Questions
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Monthly bookkeeping and bank reconciliation, professional financial statements (P&L, balance sheet, cash flow), industry-specific transaction categorization, year-end tax-ready books, email support, and quarterly check-ins. FREE catch-up bookkeeping is also included when you subscribe to a one-year plan.
How is this different from cheap automated bookkeeping?
Automated tools categorize transactions but don't catch errors, ask questions, or understand your business. We pair AI accuracy with experienced human bookkeepers who actually review your books, flag anomalies, and make sure your reports are decision-ready.
How quickly do I get my monthly reports?
By the 15th of each month, you receive clean, reconciled financial statements for the prior month. If you need a faster close, we offer expedited options for an additional fee.
Can you use my existing QuickBooks or Xero account?
Yes. We work with your existing accounts—no migration needed. If you'd prefer to switch software, we offer wholesale subscriptions and handle the full setup at no extra charge.
What if I have questions during the month?
Email your dedicated bookkeeper anytime. We respond within one business day. For larger questions or strategy discussions, we schedule quarterly check-ins as part of every plan.