Bookkeeping support for every type of Business Owner.
From “Is my treadmill a write-off?” to “Your monthly reports are ready.” - we’ve got you covered.
Designed for your business
How it works when you work with us:
- We review your books - no judgement, just clarity
- You get a clear plan + upfront pricing (no hidden fees)
- We fix them up or take them off your hands
Finally, straightforward bookkeeping for sole proprietors & small business owners - 100% remote, zero nonsense.
Better books start here:
The DIY Business Owner:
Books Support (Lite) - $50/mo
For those that want to keep managing their own books with the added bonus of backup & support if things stop making sense.
- Bookkeeping answers, guidance and recommendations
- Support & troubleshooting for QBO, Wave or Xero
- 1-2 business day response time via text or email
- Monthly "sanity check" to keep things on track
- Specific to your business & industry - no robots here
Additional support available as needed with Add-on 30 min Support Call (see below).
The Overextended Business Owner:
Books Catchup & Clean-up - $150+
If you got busy running your business and now your books are one bad month away from a meltdown, we’ll get them cleaned up & back on track.
- DIY-gone-wild catchup of prior months
- Cleanup of errors, duplicates & incorrect categories
- Financial reports you can use that actually make sense
- Recommendations for staying on track going forward
This service may be required with the Books Monthly service. Pricing covers Standard C&C for accounts that are mostly intact & accessible. Missing accounts, large gaps, etc. will require additional fees (if pre-approved).
The Hands-Off Business Owner:
Books Monthly (Lite) - $350/mo
We'll handle the numbers so you can focus on your business with confidence & clarity.
- Monthly transaction categorization & account reconciliations
- Vendor invoices tracking & support
- Monthly Balance Sheet + Profit & Loss reports
- Quarterly estimated tax due reminders
- Year-end books ready for clear tax filing
- Monthly check-in via phone call or Zoom
- Business Lite tax return included ($300 value)
Books C&C may be required before starting this service, C&C fee will be discounted.
Books Monthly (Pro) - $600/mo
For growing businesses with multiple accounts - we'll keep your books accurate & off your to-do list.
- Includes everything in Books Monthly (Lite)
- Priority response times & support
- Monthly financial review + insights
- Contractor/1099 tracking & support
- Quarterly estimated tax calculations
- Monthly check-in via phone call or Zoom
- Business Pro tax return included ($450 value)
Books C&C may be required before starting this service, C&C fee will be discounted.
Books Add-On Services
Add them to another service or get them á la carte.
- 1099 Filing ($100 base + $20/contractor)
- Extra 30 min Support Call ($30) Click here to schedule
Not sure which service is best?
Tell us about your business and what your frustrations are - we'll give you the service that fits you best.
Bookkeeping services that meet your business where it's at.
Whether it's a clean starting point or getting back on track, we'll meet you where you are with as much help as you want.
Questions? Schedule a free 15 minute call to chat with us.
Books FAQs
Support & Monthly services are set up as a recurring charge on the 1st of every month until cancelled. C&C is invoiced ahead of time for the number of months needed.
We're most familiar with Quickbooks Online, Wave and Xero.
Yes! We have completely optional add-on calls available if you want extra dedicated time to ask questions, talk through your numbers and get more detailed help with your software.
Never - our services are billed month to month and you are free to cancel at any time.
