The right scope for where your books actually are.
Each service addresses a specific bookkeeping situation. Transparent pricing, defined scope, and no ambiguity about what's included.
← Back to HomeDifferent situations call for different approaches
A business keeping up with current records has different needs than one trying to reconstruct two years of disorganized transactions. A business transitioning from paper receipts has different needs than either of those.
The three services below are designed around distinct situations—not as a tiered upsell structure, but as genuinely different scopes of work. Some clients use one; some use two in sequence. The right fit depends on where you are, not where we'd like you to be.
What's included
Categorization of all income and expenses each month
Bank and credit card statement reconciliation
Month-end summary report delivered within five business days of close
Discrepancy flagging with clear communication before resolution
Consistent chart of accounts maintained throughout
Best suited for
Small to mid-sized businesses that need orderly, current records without allocating internal staff to the task. Most suitable for businesses with an ongoing transaction volume that would take several hours per month to process internally.
Records are mostly current but kept informally—categorization is inconsistent, reconciliations are infrequent, and month-end figures take time to pull together when needed. The Monthly Bookkeeping service addresses all three.
What's included
Initial scope review with an honest time estimate before work begins
Transaction history reconstruction from bank feeds, receipts, and invoices
Organization into a clean, consistent chart of accounts
Reconciliation of all accounts for the period covered
Summary report covering the completed backlog period
Best suited for
Businesses that have fallen behind on records and need to get current—whether preparing for an audit, a loan application, or a fresh start heading into a new fiscal year. Priced per quarter of backlog so the cost scales to the actual scope.
The number of quarters involved determines the total cost. We review the actual state of records before confirming anything, and provide a straightforward assessment of what's needed before work begins. No surprises after the project starts.
What's included
Cloud-based filing system setup tailored to your business categories
Scanning and tagging of existing paper records
Naming conventions established for ongoing use
Training for your team on using and maintaining the system independently
Documentation of the structure for reference after setup
Best suited for
Businesses transitioning from paper-heavy workflows to digital record keeping, or those with informal digital storage that's grown difficult to navigate. The $600 price covers the full setup and training—there's no ongoing engagement required after completion, though many clients follow up with Monthly Bookkeeping.
Training is included because a document system that only one person knows how to use isn't actually a system. The goal is that your team can maintain what we build without needing to come back to us for routine tasks.
All three services, side by side
A quick reference for the key differences between the three services, in case it helps clarify which scope applies to your situation.
| Monthly Bookkeeping | Catch-Up Bookkeeping | Document Management | |
|---|---|---|---|
| Price | $450 / month | $800 / quarter of backlog | $600 one-time |
| Engagement type | Ongoing | One-time project | One-time setup |
| Includes reconciliation | Yes, monthly | Yes, for covered period | Not applicable |
| Includes training | Not applicable | Not applicable | Yes, included |
| Primary output | Monthly summary report | Reconstructed, current books | Organized cloud filing system |
Not sure which service applies to your situation?
Send a brief description of where your books currently stand. We'll give you a straightforward read on which scope makes sense—and whether there's a logical sequence if your situation spans more than one.
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