ACCOUNTING Services

We offer clear, flexible bookkeeping and accounting service plans designed to support your business at every stage. Whether you need a monthly support or strategic financial insight, our plans scale with your needs. Explore our plans below to find the right outsourced bookkeeping solution or reach out for a custom plan tailored to your goals.

Bookkeeping service pricing table outlining four tiers - Essential, Core, Growth, and Strategic - with details on transaction volume, account reconciliation, reporting, and add-on services

Add-On Services Available for Any Plan at an Additional Fee

  • Custom Reporting

  • Budgeting & Variance Analysis

  • Advanced Reconciliation (Trust, Escrow, Loans, LOC, Prepaid)

  • Aged Accounts Receivable

  • Vendor Management (Including Contract Tracking)

  • Fixed Asset Tracking & Depreciation

  • Payroll Setup & Oversight

  • Liaison with Your Tax Professional

  • Fractional CFO Support

CATCH-UP and CLEAN-UP Services

Bookkeeping catch-up involves entering and reconciling financial transactions that have not yet been recorded, usually spanning several months or even years.

Bookkeeping clean-up involves correcting errors in already-recorded transactions, fixing account categorizations, reconciling mismatches, and organizing the books to reflect accurate financials.

We offer catch-up and clean-up bookkeeping services on a stand-alone, per-project basis, with pricing determined by the volume and complexity of work required to bring your books up to date.

If you're interested in ongoing monthly bookkeeping, a catch-up or clean-up project may be necessary before we begin, and will be priced separately as an add-on to your initial set-up fee.