Every business’s books are different — AR, AP, loans, and how current your reconciliations are all affect the real scope of work. Instead of guessing a price from a form, we start with a quick, free review of your actual accounts.
You add us as an accountant (read-only) user in QuickBooks Online or your accounting platform — no cost, no risk to your data.
Usually within 30 minutes to the same business day, we look at transaction volume, AR/AP, loans, and reconciliation status.
An exact monthly price, any one-time catch-up cost, and the specific documents we'll need to bring everything current.
Month to month, with pricing built for a long-term relationship — not a high first invoice.
More monthly transactions generally means more time to categorize and reconcile.
Number of bank/card accounts, AR/AP activity, and outstanding loans all add scope.
How far behind your books currently are determines a separate, one-time cleanup cost.
Covers reconciliation, categorization, and financial reporting going forward confirmed after your free review.
If your books are behind, catching up past months is quoted as a separate project never folded quietly into your monthly rate.
Our goal is an accurate quote once, not a high first invoice — we’re building for a long-term working relationship, not a one-time sale.
No pressure, no obligation — a straightforward look at where your books stand today, and an exact quote in writing.
