Books you can trust, every month.
For small businesses and rental property owners.
I run a business
Business Bookkeeping
- Income & expense tracking
- Bank & credit card reconciliation
- Monthly financial reports
- Year-end records for your tax preparer
Year-end package included for clients active through December.
View business pricing →I own rental properties
Rental Property Bookkeeping
- Income & expenses by property
- Bank & credit card reconciliation
- Monthly reports by property
- Year-end records for your tax preparer
Year-end package included for clients active through December.
View rental pricing →Clear pricing, confirmed before we start.
Up to 40
transactions
$175/month
41 – 100
transactions
$250/month
101 – 300
transactions
$400/month
301 – 600
transactions
$600/month
Over 600 transactions: custom quote.
One business • Up to 3 accounts
minimum
$25 per unit/month, subject to the minimum.
One owner or LLC • Up to 3 accounts
Up to 20 units. Larger portfolios or commercial: custom quote.
Included in monthly bookkeeping
Cleanup & catch-up
For businesses and rental property owners
Fixed quote
Based on the months and accounts reviewed.
- Bring books current
- Reconcile accounts
- Plan the next steps
50% due upfront.
Book a free call →Scope & additional costs
Additional accounts: $25/month. QuickBooks subscription paid separately. Meetings and extra year-end work: $40/hour.
Getting started is simple.
Book a free call
Tell us about your books and the help you need.
Confirm scope & pricing
We confirm the work and price in writing.
We get started
Once you approve, we arrange access and begin.
You don’t need your documents ready for the first call.
After you decide to get started
Each plan covers one business entity and up to 3 connected bank or credit card accounts. Additional accounts are $25/month each. Bookkeeping does not include tax filing, payroll, accounts payable management, or software subscriptions. Rental plans cover one owner or LLC and up to 20 units; larger portfolios or commercial properties receive a custom quote.
Cleanup is priced at a fixed rate after your free call, based on how many months are behind and how many accounts are involved. 50% is due to start; the balance is due on completion. QuickBooks Online is paid directly to Intuit — separate from our fee. If you don’t have QuickBooks yet, we’ll help you choose the right plan and get it set up; setup is included in your project quote.
Monthly plans are billed on the 1st of each month. There’s no long-term commitment — cancel with 30 days’ written notice. Cleanup and setup projects are billed separately and are non-refundable once work has begun. We accept ACH and Zelle at no charge; credit and debit cards carry a 3% processing fee.
Common questions
Bookkeeping records and reconciles your money after it moves, and gives you monthly reports. Back-office support is the hands-on work around it: sending invoices, following up on payments, organizing bills, receipts, vendors and files. We never pay a bill without your OK. Many clients start with bookkeeping and add back-office support when they want those tasks off their plate.
We work in QuickBooks Online. If you don’t have it yet, we’ll help you choose the right plan and set it up so your books start clean. Setup is included in your quote after your free call.
Yes. We start with a one-time catch-up project to bring everything current, then move you to a simple monthly plan. You’ll get a quote after your free call.
Most transactions come straight from your bank feed. For receipts, you can snap a photo and upload it, or forward it by email. We’ll show you the simplest method for your setup.
No. We never ask for your banking password. We connect through QuickBooks bank feeds or read-only access that you control and can revoke at any time.
Yes. At year-end we send your CPA a clean package with the reports they need, and answer their questions about the books by email.
No. We don’t file tax returns, payroll tax, sales tax or 1099s. We keep your books accurate and tax-ready so your CPA or tax preparer has everything they need to file.
There’s a simple written service agreement, but no long-term commitment. Monthly plans are month to month, and you can cancel with 30 days’ notice. Catch-up projects and setups are billed separately.
Let’s talk about your books.
Tell us what you need. We’ll confirm the next steps and pricing.
Book a free 20-minute call →