BETTER BOOKS. BETTER PEACE OF MIND.
Messy books kill clarity. I keep your QuickBooks clean, your financials accurate, and your stress level low — with real communication from someone who actually responds.
Shanghong “Sam” Tan
Our Bookkeeping Services
Choose the level of help you need. Whether you want to stay hands-on or hand it off completely, we’ve got you covered.
Monthly Bookkeeping
Stay on top of your finances with a reliable monthly process that keeps your books accurate and tax-ready.
- Bank & credit cards reconciled monthly
- Smart rules for automated categorization
- Financial statements delivered within 15 business days
- Email support for quick money questions
- Optional Financial Insights video (+15% of plan)
Cleanup or Catch-up
Behind on your books? We fix and organize everything fast so you can file taxes and make decisions with confidence.
- Rebuild months or years of records
- Use advanced tools to import statements
- Every transaction reviewed and corrected
- Tax-ready handoff for your CPA
Consulting & Training
Keep bookkeeping in-house with expert setup, training, and periodic reviews to keep your team confident and accurate.
- Personalized QuickBooks setup and training
- Chart of accounts and workflow optimization
- Monthly or quarterly accuracy reviews
- Option to upgrade to monthly service anytime
Pricing
Transparent pricing. No contracts. First month satisfaction guarantee or you do not pay.
Most small businesses lose thousands each year due to messy books and avoidable tax issues. Clean, reliable bookkeeping costs less than one bad decision.
100% satisfaction in month one or pay nothing
Essential
Simple, accurate bookkeeping every month
$300 to $350 / month
- Monthly bank and card reconciliation
- Expense categorization with bank rules
- Monthly financial statements
Best for freelancers and solo owners under $100k revenue
Professional
Most popular
Clear numbers that support growth
$350 to $450 / month
- Everything in Essential
- Light AR and AP tracking
- Quarterly performance summary
- Priority support
Best for growing businesses with multiple accounts
Premium
Hands-on support and advanced reporting
$450 to $750 / month
- Everything in Professional
- Custom reports and KPI dashboards
- Accrual, payroll, and loan tracking
- Monthly Video walkthrough
- CPA-ready books for tax time
Best for established or multi-entity businesses
Not ready for monthly bookkeeping?
Quarterly bookkeeping is available at 75% of the monthly rate. Ideal if you don’t need monthly reports but still want clean, tax-ready books.
Pricing reflects current availability and complexity. Cancel anytime.
