Monthly Bookkeeping Packages

Once your books are clean, we help you keep them that way with simple, clear monthly bookkeeping tailored to your business.

Lite Package — $200/month

For solopreneurs or low-volume businesses.

  • Reconciliation of up to 2 accounts
  • Categorization of up to 100 transactions
  • Monthly P&L and Balance Sheet
  • Email support

Standard Package — $350/month

Great for growing service-based businesses.

  • Reconciliation of up to 4 accounts
  • Categorization of up to 300 transactions
  • Monthly P&L, Balance Sheet, and Cash Flow
  • Quarterly financial review call

Full-Service Package — $550/month

Ideal for established businesses with high activity levels.

  • Unlimited account reconciliation
  • Categorization of up to 600 transactions
  • Payroll journal entries (not running payroll)
  • 1099 tracking
  • Sales tax filing (1 state)
  • Monthly review of call & custom reports

Call 940-247-7582