Bookkeeping questions, answered plainly
What bookkeeping covers, what it costs, how cleanup and catch-up work, and what we need from you. If your question isn't here, send it with the form below.
Bookkeeping basics · Pricing · Cleanup and catch-up · Working together · Payroll and taxes
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Bookkeeping reports are management reports for running the business and preparing tax returns. They are not audited, reviewed or compiled financial statements; those are separate engagements.
Bookkeeping basics
Bookkeeping is recording, categorizing, reconciling and organizing a business's financial transactions. Accurate books support financial reports, business decisions and your tax return.
Pricing
Packages start at $290 a month (Essential), $560 (Growth) and $1080 (Advanced), priced by transaction volume and the number of accounts. Your band is confirmed in writing before you start.
Cleanup and catch-up
Yes. Catch-up bookkeeping records and reconciles every missing period from your statements, with the year that has the nearest deadline first.
Working together
Yes. We work remotely with businesses in all 50 states.
Payroll and taxes
Yes, as a separate service. Bookkeeping clients receive a year-end package built for their return, and many have us prepare it.
Still have a question? Ask us
A few details help us come back with the right package or a written cleanup quote. There is no cost and no obligation.
- Reply within one business day
- Fee confirmed in writing before any work
- CPA-led, QuickBooks ProAdvisor certified team
Please don’t send bank passwords, SSNs or statements through this form. Once you’re a client, documents go through our secure client portal.