Our Services

Everything your business needs

From initial setup to monthly follow-up — professional bookkeeping tailored to your business size and goals.

Monthly Subscription System Setup Catch Up One-Time Project White Label
Flat Fee · No Long Contracts

Monthly Subscription

Ongoing bookkeeping at a predictable flat fee. Monthly reports, reconciliations, and a 30-minute check-in meeting every month. Pause or cancel anytime.

What's included in every plan

  • Transaction recording & categorization
  • Bank & credit card reconciliation
  • P&L, Balance Sheet & General Ledger
  • QuickBooks Online setup & management
  • Payroll recording
  • 1099 contractor tracking
  • Monthly 30-min meeting

Higher plans also include

  • A/R & A/P management (Small Biz & Growing)
  • Catch-Up 1 year FREE (Small Biz & Growing)
  • Merchant integration — Stripe, Shopify, Square (Growing)
  • Classes & Job Costing (Growing)
  • Priority support — 24h response (Growing)
Kickstarter
$99 /month
Up to 150 transactions · Entrepreneurs & freelancers
Small Biz ⭐ Most Popular
$249 /month
Up to 300 transactions · Small businesses
Growing
$399 /month
500+ transactions · Growing businesses
Schedule Free Consultation →
Compare Plans

Find the right plan for you

No long contracts. Pause or cancel anytime.

Kickstarter
Entrepreneurs & freelancers
$99/mo
  • Transactionsup to 150
  • Catch-Up 1yr FREE—
  • QBO Setup & Mgmt✓
  • Recording & Categorization✓
  • Bank Reconciliation✓
  • P&L + Balance Sheet + GL✓
  • Payroll Recording—
  • 1099 Tracking—
  • A/R & A/P—
  • Merchant Integration—
  • Classes & Job Costing—
  • Priority Support—
  • Monthly Meeting30 min
Small Biz Most Popular
Small businesses
$249/mo
  • Transactionsup to 300
  • Catch-Up 1yr FREE✓
  • QBO Setup & Mgmt✓
  • Recording & Categorization✓
  • Bank Reconciliation✓
  • P&L + Balance Sheet + GL✓
  • Payroll Recording✓
  • 1099 Tracking✓
  • A/R & A/P✓
  • Merchant Integration—
  • Classes & Job Costing—
  • Priority Support—
  • Monthly Meeting30 min
Growing
Growing businesses
$399/mo
  • Transactions500+
  • Catch-Up 1yr FREE✓
  • QBO Setup & Mgmt✓
  • Recording & Categorization✓
  • Bank Reconciliation✓
  • P&L + Balance Sheet + GL✓
  • Payroll Recording✓
  • 1099 Tracking✓
  • A/R & A/P✓
  • Merchant Integration✓
  • Classes & Job Costing✓
  • Priority Support✓
  • Monthly Meeting30 min
One-Time Fee

System Setup

Complete QuickBooks Online setup and accounting structure from scratch — chart of accounts, bank connections, opening balances, and everything ready to operate from day one.

What's included

  • QBO account creation & configuration
  • Chart of accounts tailored to your industry
  • Bank & credit card connections
  • Opening balances entry
  • Products & services catalog setup
  • Users & permissions configuration
  • Onboarding walkthrough session (30 min)
One-Time Setup
$100 one-time
Full QBO setup, ready to operate from day one
Monthly Maintenance
$50 /month
Ongoing QBO management if not on a subscription plan
Schedule Free Consultation →
Backlog · Tax Ready

Catch Up

Outdated books? No judgment — just solutions. We bring your records up to date so you're ready for tax season, loan applications, or simply peace of mind.

What's included

  • Full review of existing records
  • Transaction recording & categorization for missing periods
  • Bank & credit card reconciliation for all periods
  • Correction of miscategorized transactions
  • Updated P&L, Balance Sheet & General Ledger
  • Final summary report

Good to know

  • 1 year of backlog is FREE when you join any monthly plan
  • More than 1 year: custom quote based on evaluation

Custom pricing based on your backlog

Every Catch Up project is different. Schedule a free 30-minute call and we'll evaluate your books and give you a clear, no-surprise quote.

Schedule Free Evaluation →
No Monthly Commitment

One-Time Project

Need a specific accounting task done without a monthly subscription? One-time projects let you get exactly what you need — pay only for what you use.

Examples of one-time projects

  • Year-end financial statements preparation
  • Bank reconciliation for a specific period
  • QBO cleanup & reclassification
  • A/R or A/P cleanup
  • Financial reports for loan applications
  • Inventory setup in QBO
  • Any other specific accounting task

Quoted per project

Tell us what you need and we'll give you a clear flat-fee quote. No hourly surprises, no hidden fees.

Schedule Free Consultation →
B2B · Under Your Brand

White Label

Offer bookkeeping services under your own brand. Perfect for CPA firms, accountants, and practices looking to expand their service offering without adding headcount.

What you get

  • Full bookkeeping service delivered under your brand
  • Direct communication with your team, not your clients
  • Confidentiality agreement included
  • Scalable — add clients as your practice grows
  • All services available: monthly, catch-up, one-time
  • QBO Accountant access for seamless collaboration

Ideal for

  • CPA firms & accounting practices
  • Tax professionals expanding into bookkeeping
  • Agencies needing a reliable bookkeeping partner

Custom pricing per client

Pricing is tailored to volume and scope. Schedule a call to discuss your practice's needs and get a custom proposal.

Schedule a Call →
Let's Find the Right Fit

Not sure which service is right for you?

Fill out our Initial Consultation form first — it takes 3 minutes and helps us understand your business before we talk. That way, your free call is focused and productive from minute one.

Fill Initial Consultation then Schedule Your Free Call