Predictable Accounting

Transparent, flat-rate monthly pricing

No hourly billing surprises. No hidden setup penalties. One predictable monthly invoice based on the scale of your business.

Standard Retainer Structure

Starting at $450 /mo

Your exact monthly rate is fixed based on your monthly transaction volume, the number of active bank and credit card accounts, and whether any historical backlog catch-up is required.

Billing Term Month-to-month

Setup Surcharge $0.00

Quote Turnaround Same day

Book a Call to Get Your Quote

Comprehensive Scope

Everything included in every monthly engagement

Core Financial Reconciliation

Monthly bank and credit card reconciliation across all business accounts

Precise categorization of income, job materials, overhead, and operating expenses

Monthly financial statements delivered by the 10th (P&L, Balance Sheet, Cash Summary)

Sales tax tracking and state-ready reporting summaries

Payroll journal entries integration and reconciliation with your payroll provider

Advisory, Compliance & Support

Unlimited email and phone support with your assigned lead bookkeeper

Annual tax package and CPA collaboration packet at zero additional charge

Receipt matching and vendor invoice classification in QuickBooks Online or Xero

1099 contractor payment tracking and year-end summary filing preparation

Dedicated monthly video or phone review call (optional, 20 mins)

Operational Boundaries

What we don't do (and why being clear matters)

Income tax return filing & formal audit representation

We are not your tax filer; we prepare audit-ready books so your CPA can file faster and bill you less.

Bill pay execution & initiating disbursements

You retain 100% control of cash leaving your bank accounts; we record and match, never disburse.

Customer invoicing & collection calls

You create customer estimates and invoices; we reconcile incoming deposits against your accounts receivable.

Inventory counts & warehouse stock auditing

We record inventory purchases from vendor invoices, but do not perform physical counts.

Clarity First

Frequently Asked Questions

What accounting software do you support? expand_more

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Know your exact monthly rate in 20 minutes

Book a call to review your current setup and get a fixed monthly quote.

(800) 582-1940 Book a Call