We keep your books perfect every month. You never touch it.
Our monthly bookkeeping packages are structured by business complexity and transaction volume. While every client receives a custom quote, most businesses fall into one of the plans below.
Sapling Monthly Bookkeeping
Starts at $347/month
Best For: Simple businesses with lower transaction volume
Includes:
Monthly bank & credit card reconciliations
Transaction categorization
Monthly financial statements (P&L, Balance Sheet)
Basic account maintenance
Email support
Sprout Monthly Bookkeeping
Starts at $597/month
Best For: Growing businesses with higher transaction volume and increased complexity
Includes everything in Sapling, plus:
Higher transaction volume support
More complex account structures
Our most popular plan
Pine Monthly Bookkeeping
Starts at $1,297/month
Best For: Established businesses that need ongoing financial operations support including AP/AR.
Includes everything in Sprout, plus:
Accounts Payable (AP) management
Accounts Receivable (AR) management
Cash flow visibility support (billing, invoicing, etc…)
Plans include unlimited email/text support and are month-to-month (cancel anytime). Get a discount for quarterly billing.
Cleanup/Catch-up Projects
Clean up months or years of backlog
Fix incorrect categorizations and reconciliations
Get you 100% current and ready for monthly service
Get ready for tax season
Custom quote depending on level of clean up and # of transactions
Bill Payments & Monitoring
Invoicing & Payment Follow Up
QuickBooks Cleanup
Tax Document Preparation
Our Process
1
You connect your bank feeds and QuickBooks (we help in 10 minutes).
2
You forward receipts and bills by text, email, or Dropbox as needed.
3
We handle everything weekly. You get spotless books and a short monthly update. Done. Get your weekends back.