Bookkeeping

With our bookkeeping, the books for your businesses and rental properties stay current and reconciled, so your numbers are ready whenever planning or filing needs them.

$250a month, starting price, for rental properties

$500a month, starting price, for operating businesses

Book your free discovery call

You get your exact price on the first call, before any work starts.

How it works

Step 1
Set up
- A 30-minute Onboarding Call, within 30 days of signing up.
- We set up your books around how your properties and businesses actually run, with an account for each property and entity.
- We connect your bank and card accounts.
- We catch up the months that are behind and reconcile them.
Step 2
Keep up
- Each month we record and sort your transactions and reconcile every account.
- You get financial statements you can read at a glance.
- Questions go through our secure portal, like everything else.

What’s included

One 30-Minute Onboarding Call
Monthly Transaction Categorization
Monthly Bank Account and Credit Card Reconciliation
Monthly Financial Reports (Profit & Loss, Balance Sheet)
Quarterly Video Walkthrough of Financial Reports
Support through Secure Portal for “Quick Questions” with 72-hr Response Time (for 365 days after sign-up)
Optional Add-On Service: 60-Minute Financial Review Call, $500 per call

Is our bookkeeping right for you?

This is for you if

Your books are behind, scattered across accounts, or living in a spreadsheet.
You own rentals or a business and want numbers you can trust without hiring a bookkeeper of your own.
You want your tax preparation and bookkeeping under one roof so your tax preparer and bookkeeper are always on the same page.
You spend tax season hunting for receipts and statements.
You want to make filing your tax returns way less stressful because your tax preparer has been staying on top of your books throughout the year.

This is not for you if

Your books are already current and reconciled every month.
You run one small business and like keeping your own books.

If the first list sounds like you, the next step takes five minutes.