Monthly bookkeeping
Clean, reconciled books every month in QuickBooks Online. Our AI does the categorizing and reconciling; a person reviews and closes your books by business day 10.
Start your free Business Health CheckOr send an inquiry and we'll recommend a plan.
Plans
Micro: up to 75 transactions a month. QuickBooks Online Simple Start included. $249 per month Request
Standard: up to 250 transactions a month. QuickBooks Online Essentials included. $449 per month Request
Growth: up to 600 transactions a month. QuickBooks Online Plus included, plus payroll coordination with our payroll partner. $749 per month Request
One-time setup (chart of accounts, bank feeds, rules) $299 Request
Catch-up for months behind $149 per month behind, $599 minimum Request
Already pay for your own QuickBooks Online? Take $25 off Micro, $55 off Standard or $95 off Growth each month. Over 600 transactions a month? We'll quote a custom plan.
Every plan includes
- Transaction categorization and bank and credit card reconciliation
- Monthly close by business day 10, with human review before your books are locked
- Monthly profit & loss, balance sheet and a short plain-English summary
- Year-end packet ready for your CPA, and 1099 vendor tracking
- Secure setup: you invite us as your accountant in your own QuickBooks and connect your own bank feeds. We never ask for passwords.
How it works
- Free Health Check. A quick look at where your books and back office stand.
- Setup or catch-up. We set up QuickBooks properly and bring any back months current.
- Monthly close. Reconciled, reviewed books and reports by business day 10, every month.
FAQ
Do you file my taxes or run payroll?
No. We keep your books CPA-ready and hand off to your CPA or one we refer. Payroll is run by our payroll partner, who contracts with you directly; Growth includes coordinating with them.
What counts as a transaction?
Each bank or card line item, deposit, or bill we categorize or match in a month. If you regularly go over your plan's limit, we'll move you to the next plan with notice.
Where do you work?
All of New Hampshire, fully remote. Mon–Fri 8am–6pm; online requests are answered 24/7.