Essentials is $350 a month and covers bookkeeping in QuickBooks Online or Xero, bank and card reconciliation, and your year-end package. Growth is $750 a month and adds payroll and a quarterly review meeting. CFO is $1,900 a month and adds forecasting, cash planning and board reporting.
Your books are closed by the 15th of the following month and you get a one-page summary with profit, cash and anything that looks off. Every package has a named bookkeeper who answers your questions within two business days.
What is included
- Essentials $350/mo: bookkeeping and year-end
- Growth $750/mo: adds payroll and quarterly reviews
- CFO $1,900/mo: forecasting and board reporting
- Books closed by the 15th each month
- QuickBooks Online and Xero
Questions about monthly bookkeeping
Can you catch up books that are months behind?
Yes. Catch-up work is quoted as a one-time fee, usually $150 to $300 per month of records.
Is there a contract?
Packages run month to month with 30 days notice.
How booking monthly bookkeeping works
Book a consultation
A free 30-minute call or visit where we look at what you have now and what you need done.
Send your documents
Upload through the secure portal, or drop them at the front desk. We tell you what is missing within two business days.
Review and sign
We walk you through the return or the first month of reports before anything is filed, and you sign electronically.
Other services
Individual tax returns
Federal and Wisconsin returns, prepared and reviewed by a CPA.
Business tax returns
S corporation, partnership and C corporation returns, plus the owner's personal return.
Payroll
We run your paychecks, tax deposits and year-end W-2s.
Questions before you book?
Or call (555) 010-2291.
