Ongoing Monthly Subscriptions:

Includes:

• Accurate transaction mapping to your chart of accounts

• Monthly bank and/or credit card reconciliations

• Clean, organized, tax-ready books every month

Details:

• Billed monthly based on transaction volume and number of accounts

• Multiple accounts? Each additional account is 20% off

• Unsure of your account or transaction volume? No problem! We’ll review it together during your consultation

Why it’s great:

• Keeps your books accurate, reconciled, and always tax-ready

• No year-end surprises for you (or your CPA!)

Best For:

Businesses who want consistent, worry-free books and accurate reports!

One Time Clean-Up Service:

Includes:

• Review and organization of your chart of accounts

• Reconciliation of missing or unreconciled months

• Catch-up bookkeeping for past transactions

• Delivery of clean, tax-ready financials

Details:

• Flat fee based on number of accounts, transactions and months needed

• No idea how messy your books are? That’s okay, I’ll take a look with you during your consultation to pinpoint exactly what needs attention

Why it’s great:

• Start fresh with accurate, organized books

• Be fully prepared for tax filing or ongoing monthly maintenance

• Save money by not paying high CPA rates for the hours it takes to get your books clean!

Best for:

Businesses who need a reset

or just want to be tax ready!