Ongoing · Hope
Monthly bookkeeping
Transactions categorized, accounts reconciled and books closed each month, with a plain-language summary of where your business stands.
Bookkeeping for service businesses
Sunny days
ahead.
Careful bookkeeping. Clear explanations. Personal attention. Monthly bookkeeping, cleanup and catch-up for consultants, agencies and service professionals.
QuickBooks OnlineFlat monthly pricingSet by complexity
More time for life.
Your answers stay in this browser tab. No contact details, account numbers or passwords needed. Refreshing clears your answers.
Careful work. A clearer outlook.
Whether you’re starting fresh or finding your way through a backlog, we start by understanding your books.
Services
The right support.
For where you are today.
Whether your books need a fresh start or ongoing attention, we begin by understanding the work and recommending a clear scope.
One-time · Safe harbor
Cleanup
Messy categories, duplicate entries and balances that don’t tie out get reviewed and corrected, so you can move forward with clearer books.
One-time · Relief
Catch-up
Months behind? We work through the agreed backlog, reconcile your accounts and prepare your books for ongoing monthly bookkeeping.
How it works
Charting your course,
one step at a time.
You decide after we understand the work. Your final scope and quote follow the diagnostic call and a review of your books or setup needs.
01
Quick check & assessment
Start with five questions, then complete the fuller 15-question assessment. Your first five answers carry forward.
02
Diagnostic call
We discuss your answers, priorities and whether we’re a good fit.
03
Books review & quote
We review your QuickBooks Online file or setup needs, then provide a clear scope and flat quote.
04
Onboarding
You approve the scope and payment terms, grant the agreed access and we begin the work.
Pricing
An agreed scope.
A clear monthly price.
Your price reflects the accounts, activity and reporting your business needs. We review the work and agree on a flat quote before you commit.
01 · Lower complexity
Simple
$349per month · pricing guide
Straightforward books with fewer moving parts.
- Lower transaction volume
- Few accounts and little to connect
- Business and personal spending separated
- Monthly reconciliation, close and summary
Often a fit below $500k in annual revenue.
02 · More moving parts
Moderate
$399–$499per month · pricing guide
More activity and a few extra details to keep organized.
- Core monthly bookkeeping
- Moderate activity across several accounts
- Loan and credit card reconciliation
- Some additional reporting or tracking
Often a fit at $500k–$1M in annual revenue.
03 · Additional detail
Complex
$499–$799per month · pricing guide
More accounts, more activity and more to reconcile.
- Core monthly bookkeeping
- Higher volume and multiple revenue streams
- Class or project tracking
- More receivable and payable balances to reconcile
Often a fit at $1M–$2M in annual revenue.
These tiers are guidelines. Revenue ranges are examples, not eligibility rules. Your final scope and price follow a review of the work. Cleanup, catch-up and optional invoice or bill management services are quoted separately. Bookkeeping does not include tax preparation or running payroll.
About the firm
Thoughtful bookkeeping.
Personal attention.
Bookkeeper Sam is a bookkeeping firm for consultants, agencies and service professionals. We bring order to your books and context to your numbers, so you can make decisions with a clearer picture of your business.
Our work starts with understanding how your business runs. We review what your books need, agree on the scope and price, and build a bookkeeping routine around the details that matter to you.
Attention to the details
From account reconciliation to monthly reporting, careful work gives your numbers a clearer foundation.
A direct relationship
Sam handles your bookkeeping. Omar is your main point of contact for service inquiries, scheduling and ongoing communication, connecting your questions with Sam.
Clarity from the start
An agreed scope, flat pricing and full access to your own QuickBooks Online records.
The people behind the firm
Meet Sam and Omar.
Sam handles monthly bookkeeping, cleanup and catch-up. Omar handles client relations, helping you get started and keeping communication clear throughout your engagement.
Sam
Bookkeeping Lead
Sam leads monthly bookkeeping, cleanup and catch-up. She focuses on organizing transactions, reconciling accounts and preparing financial reports that give you a clearer picture of your business.
Omar
Client Relations
A thoughtful, personable approach to client relationships, grounded in attentive listening, clear communication and care for each client’s experience.
A personal working relationship, supported by careful bookkeeping and clear communication.
Your books, your access
Your books.
Your understanding.
Your books live in QuickBooks Online, with full access to your own records and reports. We explain the numbers in plain language, so you can use them.
QuickBooks OnlineYour books and reports
Flat monthly pricingAgreed before work begins
Plain-language summariesNumbers with context
Ready to set sail
Let’s understand what your books need.
Begin with five short questions. Continue to the full assessment for a preliminary recommendation, then bring your summary to a diagnostic conversation.
Start the five-question quick check