You’ve got better things to do than the books.

It’s a monthly bookkeeping service. We work in your QuickBooks Online account to categorize transactions, reconcile accounts, and prepare reports. You provide records and answer questions when we need context.

Annual plans include initial setup and up to six months of routine cleanup: 300 transactions with Starter, 600 with Standard or 1,200 with Plus, counted across all covered accounts. Both limits apply. The offer covers the six most recent completed months before your ongoing service period, using the bank and credit-card statements you provide. Older periods, rebuilding missing history and other work outside the plan need a separate quote. You can approve an adjustment or receive a full refund before work begins. Monthly setup and cleanup are quoted separately.

You get our lowest rate and initial setup plus up to six months of cleanup within your plan’s transaction limit, with the same monthly bookkeeping and human review. Starter and Standard save $240 per year compared with monthly billing; Plus saves $360. You pay for the full year upfront, then we confirm your plan and cleanup scope during onboarding.

You pay for 12 months upfront: $1,548 for Starter, $2,148 for Standard or $3,228 for Plus. The monthly equivalents are $129, $179 and $269; these are comparisons, not monthly installments. Initial cleanup is included within the six-month and transaction limits shown on your plan. After payment, we arrange a welcome call. QuickBooks access requires your written permission, and we confirm scope and service dates before work begins. Your first payment credits the agreed period once; paying earlier does not shorten it.

We confirm your transaction volume and cleanup needs during onboarding. If your business needs a different plan or additional work, we explain the revised scope and price. You can approve the adjustment or receive a full refund of your initial payment before work begins. We never make an additional charge without your approval. A historical cleanup overage can be a one-time fee; it does not by itself change your ongoing plan. If we cannot serve your business, we refund your initial payment in full.

Annual plans renew yearly unless you turn off renewal before the next charge. We’ll send a reminder 30 to 60 calendar days ahead. Cancel before the next charge; no 30-day notice is required. Turning off renewal keeps service available through the paid year. Once the agreed work begins, annual payments are generally nonrefundable for a voluntary early exit. The onboarding fit refund and refunds if we cannot deliver the agreed service are covered in our billing terms.

Start with your typical monthly transaction count. This includes activity such as customer payments, purchases, and other entries in your business accounts. Choose the closest fit. During onboarding, we confirm your activity and complexity before starting work. If a change is needed, you can approve it or receive a full refund of your initial payment.

Yes. These plans use your own QuickBooks Online account, and its subscription is separate from our bookkeeping fee. If you’re using something else, tell us before making a change so we can discuss whether the service is a fit.

Yes. Technology helps with preparation and organization. A person checks the monthly books and reports before delivery and follows up on missing information or unusual transactions. This is a quality check, not an audit or other assurance service.

These plans cover monthly bookkeeping. Tax advice or filings, including sales tax and 1099s, tax notices, payroll, bill payment and handling client funds are excluded. Inventory, multi-entity or foreign-currency work, assurance, lender certifications and CFO/advisory services are also outside the scope. We share reports with your tax preparer only with your written authorization.