Monthly bookkeeping

Monthly bookkeeping, month to month

What you get, how your information is protected, how each month runs, and an example. Limited-time promotion: 30% off.

Starter

$150 $105/mo

Up to 100 transactions · 1–2 accounts

Categorization, reconciliation and a month-end summary.

Standard

$250 $175/mo

Up to 250 transactions · 2–4 accounts

Full monthly bookkeeping with reports and reconciliation.

Growth

$400 $280/mo

Up to 500 transactions · up to 6 accounts

Full close, error correction and reporting. Month-to-month, no contract.

Your files are used only for your books and shared with no one
I never need your bank login. PDF statements are enough
In QuickBooks or Xero I work as an invited accountant user, and you can remove my access at any time
A signed NDA on request
On request, I delete the files you sent when we finish

Start: a free review, then the start date and scope agreed in writing
Each month: you send statements by the 5th
I deliver reconciled books and the summary within 10 working days of receiving everything
Month to month, no contract

A small contractor on the Standard plan: 2 bank accounts, 1 credit card, about 200 transactions a month.

Not included unless agreed in writing: tax filing or advice, payroll, sales tax filings. See the full list →

Not sure what shape your books are in?