(626) 605-3346
(626) 605-3346
Monthly Bookkeeping
That Grows With You
We keep your finances accurate, your questions answered, and your books updated every
month—on time and stress-free.
Calculate Your Annual Revenue to See Your Monthly Price
We keep pricing simple and straightforward. Just find where your business fits based on your annual revenue and number of bank accounts. Each tier includes weekly updates, direct access to your bookkeeper, and full monthly reports.
Not sure which tier you fall into? Let’s review it together during your free strategy session.
Calculate Your Annual Revenue to See Your Monthly Price
We keep pricing simple and straightforward. Just find where your business fits based on your annual revenue and number of bank accounts.
Each tier includes weekly updates, direct access to your bookkeeper, and full monthly reports.
Not sure which tier you fall into?
Let’s review it together during your free strategy session.
What’s Included in Every Monthly Plan
Everything You Need to Stay Organized and On Track
1-Business-Day Email Response Time (Monday–Friday)
Weekly Financial Updates
Monthly Reconciliations & Reports
Profit & Loss, Balance Sheet, and Cash Flow Statements
Direct Chat with Your Assigned Bookkeeper
Secure Client Portal with 24/7 Access to Reports and Documents
We handle all communication
with your CPA
QuickBooks Online Essentials subscription is included
What’s Included in Every Monthly Plan
Everything You Need to Stay Organized and On Track
1-Business-Day Email Response Time (Monday–Friday)
Weekly Financial Updates
Monthly Reconciliations & Reports
Profit & Loss, Balance Sheet, and Cash Flow Statements
Direct Chat with Your Assigned Bookkeeper
Secure Client Portal with 24/7 Access to Reports and Documents
We handle all communication
with your CPA
QuickBooks Online Essentials subscription is included
Why Every Client Starts with a Financial 360
Start With a Clear Picture
Before we begin any monthly service, we conduct a Financial 360 — a one-time diagnostic to review your books, catch issues early, and create a plan that works.
This helps us:
Analyze your past bookkeeping
Spot inconsistencies or areas that need clean-up
Build a clear action plan moving forward
Provide you with an accurate, tailored monthly quote
Some clients come in with clean books, others need a bit of cleanup. Either way, this gives us a clear starting point and helps avoid surprises later.
Standard rates apply. Additional accounts, transaction volume, or complex bookkeeping needs may increase pricing.
All new Monthly Bookkeeping clients begin with a Financial 360 .
Billing occurs on the 1st of each month.
90-day minimum commitment required for new clients.
Why Every Client Starts With a Financial 360
Start With a Clear Picture
Before we begin any monthly service, we conduct a Financial 360 — a one-time diagnostic to review your books, catch issues early, and create a plan that works.
This helps us:
Analyze your past bookkeeping
Spot inconsistencies or areas that need clean-up
Build a clear action plan moving forward
Provide you with an accurate, tailored monthly quote
Some clients come in with clean books, others need a bit of cleanup. Either way, this gives us a clear starting point and helps avoid surprises later.
Standard rates apply. Additional accounts, transaction volume, or complex bookkeeping needs may increase pricing.
All new Monthly Bookkeeping clients begin with a Financial 360 .
Billing occurs on the 1st of each month.
90-day minimum commitment required for new clients.
Let’s Get Your Books in Order
We’ll clean things up, keep you organized, and deliver financials you can actually use—on time, every month.
📲 Or text "strategy session" to (626) 605-3346 to get started today.
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