Monthly bookkeeping

Books that stay current, month after month

Recurring bookkeeping support that keeps your records accurate, your accounts reconciled, and your financial statements ready when you need them.

What's included

A consistent monthly bookkeeping routine

Each month follows the same dependable process, so nothing is left to catch up on later.

Transaction categorization

Income and expenses coded consistently so your reports reflect how your business actually operates.

Bank reconciliation

Bank accounts reconciled each month so your books match your statements.

Credit card reconciliation

Credit card activity reviewed and reconciled alongside your bank accounts.

Monthly financial statements

Clear statements delivered each month so you know where the business stands.

Email support

A straightforward line of communication for questions that come up between closings.

Cleanup when needed

If your books are behind, catch-up work is quoted separately before ongoing service begins.

Cleanup & catch-up

Behind on Your Books? Let's Get Them Cleaned Up.

Falling behind is common, and it's fixable. Cleanup and catch-up engagements are quoted individually because the amount of work and the complexity vary from business to business.

  • Months or years of uncategorized transactions
  • Bank and credit card accounts that were never reconciled
  • Duplicate, missing, or misclassified entries
  • Books that need to be organized before ongoing bookkeeping starts

Pricing

Straightforward Bookkeeping Packages

Choose the level of monthly support that fits your business. More complex accounting, cleanup, tax, and catch-up work is quoted separately based on your needs.

Essential Bookkeeping

Ongoing monthly bookkeeping for businesses that need accurate, current books.

$300/ month

  • Monthly bookkeeping
  • Transaction categorization
  • Bank account reconciliation
  • Credit card reconciliation
  • Monthly financial statements
  • Email support
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Most Popular

Bookkeeping + Payroll

Monthly bookkeeping combined with payroll support for businesses with a team.

$450/ month

  • Everything in Essential Bookkeeping
  • Payroll support
  • Monthly payroll processing
  • Payroll-related accounting support
  • Monthly financial statements
  • Priority email support
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Cleanup & Custom Accounting

Individually quoted work for books that need catching up or corrections.

Custom Quote

  • Catch-up bookkeeping
  • Bookkeeping cleanup
  • Historical reconciliations
  • Account corrections
  • Complex bookkeeping situations
  • Custom accounting needs
Request a Quote

Every business is different. Final scope and pricing are confirmed after an initial consultation.

Tax Preparation

Individual and business tax preparation is available with pricing based on the complexity of the return.

Request Tax Preparation Quote

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Ready to Get Your Books in Order?

Bookkeeping, payroll, tax preparation, and cleanup support for individuals and small businesses across the Carolinas. Start with a consultation and we'll map out the right scope for your business.