Clear, consistent bookkeeping for your business.
Stop guessing your numbers. Send us your monthly business statements and we’ll maintain your books, track income and expenses, and provide a clean Profit & Loss (P&L) for your business.
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✓Monthly income & expense tracking based on your bank and credit card statements.
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✓Monthly and annual P&L statements so you always know where your business stands.
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✓Pricing that starts at a base level and adjusts only if your business is more complex.
*Final pricing is confirmed after we review your statements and business complexity.
How our bookkeeping service works
We keep the process simple: you provide monthly statements, we handle the bookkeeping, and you receive clear financial reports.
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1Initial review & pricing confirmation
You share sample bank and credit card statements. We review complexity, transaction volume, and the way you use your accounts (including debit/check cards). Based on that, we propose a setup fee and yearly bookkeeping fee. Pricing is not final until both sides confirm.
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2One-time setup of your books
We set up your chart of accounts, understand your business operations, organize income and expense categories, and review prior-year data as needed. If applicable, we identify and list business assets so they can be properly depreciated.
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3Ongoing monthly bookkeeping
Each month you provide your business bank statement and up to two credit card statements. We use that data to categorize income and expenses, reconcile activity, and keep your books up to date.
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4P&L statements for your business
We generate monthly and annual Profit & Loss (P&L) reports. These statements help with tax filing, loan applications, lease renewals, and general business planning.
Pricing is based on the complexity of your business, including:
- • Number of accounts and credit cards
- • Average monthly transaction volume
- • Use of business debit/check cards for purchases
- • Any special reporting or additional needs
Pricing details
All prices start at a base level and may increase depending on the complexity of your business. Final pricing is always confirmed in writing before we begin.
Starting at $300 (one-time)
This covers our time to understand your operations, review your financial activity, set up your chart of accounts, and configure your bookkeeping system. For more complex businesses, the setup fee will be higher, but always discussed and agreed upon in advance.
Starting at $1,200 per year
The annual fee covers monthly bookkeeping and reconciliation based on your statements, plus monthly and year-end P&L reports. If you have a higher volume of transactions or multiple accounts, your annual fee may be higher.
For businesses that use their business debit/check card heavily for purchases, there may be an additional monthly charge due to the increased transaction volume.
Exact add-on pricing will be discussed during the review and confirmed before we start.
Ready to discuss bookkeeping for your business?
Send us your basic information and we’ll let you know what documents we need to review. After that, we’ll confirm your setup fee and yearly bookkeeping cost before anything starts.