Two Steps to Books You Can Trust
A One-Time Cleanup gets your books caught up and accurate. Monthly Bookkeeping keeps them that way — with weekly maintenance, monthly closes, and a standing review meeting every month.
One-Time Cleanup
No matter how far behind your books are, we’ll get them current, reconciled, and tax-ready — then hand you a full set of Management Reports and walk you through what we found.
Standard Cleanup
Get your books tax-ready. We’ll reconcile and categorize everything from the start of the prior year to current.
Get StartedExtended Cleanup
Perfect for businesses that have fallen behind and need a full reset. We’ll bring up to two years of books current.
Get StartedDeep Cleanup
Designed for larger businesses and organizations with significant catch-up work across multiple years of records.
Get StartedFrom First Call to Clean Books
Every cleanup follows the same proven process — so you always know what’s next.
Onboarding Call
A 30–60 minute call with your Expert Bookkeeper to map out the scope and request the documents we’ll need.
Document Review
Upload your documents to the Client Portal while we correct historical categorizations.
Cleanup Completion
We reconcile your bank, credit card, and loan accounts and confirm your balance sheet is accurate.
Reports & Review
We issue your Management Reports and walk through them with you — then transition you to Monthly Bookkeeping.
Monthly Bookkeeping
Weekly transaction categorization, monthly reconciliation and book closure, full Management Reports, and a standing monthly review meeting — priced by your annual revenue.
Full-Service Add-Ons
Extend your Monthly Bookkeeping relationship to cover payroll and sales tax — handled by the same team that already knows your books.
Full Service Payroll
- Payroll processing assistance, run on your schedule
- Ensures compliance with federal and state labor laws
- Calculates and files payroll tax returns
- Prepares year-end documents like W-2s and 1099s
Full Service Sales Tax
- Assistance registering to collect and remit sales tax
- Helps determine where you have sales tax nexus
- Calculates liabilities and automates collection across your sales tools
- Manages sales tax payments and audit support
Pricing FAQ
Still not sure which tier fits? Book a free 30-minute review and we’ll confirm the exact scope and a firm price.
It depends on how far behind your bookkeeping currently is — 0–12 months, 12–24 months, or 25+ months. During your free review, an Expert Bookkeeper will look at your actual books and confirm the right tier and a firm price.
Monthly rates are based on your business’s annual revenue. The more transaction volume and complexity your books have, the more time your Expert Bookkeeper spends each month — so pricing scales accordingly.
If your books aren’t current, yes — Cleanup brings everything up to date so Monthly Bookkeeping can start from accurate numbers. If your books are already current, you can start directly with Monthly Bookkeeping.
No. Monthly Bookkeeping runs on a month-to-month basis, and the One-Time Cleanup is exactly that — a single, one-time charge to get you caught up.
Weekly transaction categorization and spend review, end-of-month account reconciliation, monthly book closure, a full set of Management Reports, and a standing monthly meeting to review your numbers with your Expert Bookkeeper.
Pick a Time That Works for You
Use the calendar below to book your free 30-minute review directly — no back-and-forth needed.