Bookkeeping
Clean books. Accurate financials.
Every month, on time.
We manage your QuickBooks account end-to-end, reconcile every account monthly, and deliver accurate financial statements on a consistent schedule. Your books are always current, always clean — so you always know where your business stands.
Investment
Starter
$250 – $350/mo
Simple, accurate bookkeeping every month
- QuickBooks Online bookkeeping
- Monthly bank & credit card reconciliation
- Expense categorization
- Basic monthly reporting
- Tax-ready books delivered to your tax preparer
Best for: freelancers & solo owners
Core
$500 – $750/mo
Clear numbers that support growth
- Everything in Starter, plus:
- Up to 5 accounts (bank, credit card, loans)
- Enhanced monthly reporting
- Light AR & AP tracking
- All your questions answered
Best for: business owners with multiple accounts or larger AR/AP balances
Plus
$800 – $1,500/mo
Hands-on support & advanced reporting
- Everything in Core, plus:
- 200+ transactions per month
- More than 5 accounts; multi-entity or multi-state
- Custom reports & KPI dashboard
- Monthly Loom walkthrough
- CPA-ready books for tax time
- Monthly or quarterly review call
Best for: businesses that need advanced reporting, KPIs, & regular reviews
What Our Clients Say
“Working with Bret has been incredibly helpful for my business. He keeps track of the finances as if they were his own. I had many errors in my bookkeeping that were fixed in a timely fashion, & he guided me on how to better track my expenses. He quickly answers all of my questions & has saved me a lot of money & headaches. I would highly recommend working with Bret.”
Core Bookkeeping Services
QuickBooks Management
Full management of your QBO account, including setup, maintenance, & upkeep
Transaction Categorization
Every dollar in & out, categorized correctly & consistently
Bank & Credit Card Reconciliation
All accounts reconciled monthly, no exceptions
Light AR & AP
Invoice payments matched & vendor bills tracked
Monthly Financial Statements
Profit & Loss, Balance Sheet, & Cash Flow, delivered on time every month
Tax Ready Books
Your tax preparer gets clean, organized data at tax time
Ongoing Access & Support
Available for questions as needed
Outside Our Scope
Tax Preparation
Federal, state, sales tax, & payroll tax returns
Vendor Bill Pay
Paying vendors or suppliers on your behalf
Client Invoicing
Creating & sending invoices to your customers
Payroll Processing
Running payroll, payroll taxes, & employee filings
Available Add-Ons
Need more than bookkeeping? These services layer on top of your core engagement for businesses ready to go deeper.
Fractional Controller
Close management, internal controls, reporting, & process improvement.
Learn more →Fractional CFO
Strategic advisory, budgeting, forecasting, scenario modeling, & KPI tracking.
Learn more →
The Bottom Line
You get clean books, accurate financials, and a partner who actually knows your numbers. And when your business is ready to go further, fractional Controller and CFO services are available to take you there.
Ready to get your books in order?
Let’s talk about what your business needs.
