


Monthly Maintenance
Feeling overwhelmed by monthly bookkeeping tasks? We’re here to help you stay organized and confident with consistent support tailored to your business.
Our Monthly Maintenance service begins with a Meet & Greet to understand your needs, followed by a full evaluation of your books. After the evaluation, you’ll receive a formal quote based on the scope of ongoing work.
This service includes transaction categorization, account reconciliation, financial reviews, custom rule setup, document management, CPA communication, and email support to keep your books accurate and your decisions informed.
A non-refundable $200 fee is required to begin the evaluation. This fee is applied toward your first month’s invoice once services begin.
Let’s keep your books in shape—so you can focus on growing your business.
Feeling overwhelmed by monthly bookkeeping tasks? We’re here to help you stay organized and confident with consistent support tailored to your business.
Our Monthly Maintenance service begins with a Meet & Greet to understand your needs, followed by a full evaluation of your books. After the evaluation, you’ll receive a formal quote based on the scope of ongoing work.
This service includes transaction categorization, account reconciliation, financial reviews, custom rule setup, document management, CPA communication, and email support to keep your books accurate and your decisions informed.
A non-refundable $200 fee is required to begin the evaluation. This fee is applied toward your first month’s invoice once services begin.
Let’s keep your books in shape—so you can focus on growing your business.