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Bookkeeping Clean-Up — Diagnostic Review

$395.00

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Monthly Bookkeeping

Compare plans

Every plan includes reconciliations, categorization and ongoing QuickBooks maintenance. Pick the package on the product page when you add it to your cart.

Feature	Starter$465/mo · ~5 hrs	Growth$825/mo · ~10 hrs	Strategic$1,495/mo · ~15 hrs
Core bookkeeping
Account reconciliations	✓	✓	✓
Categorization of income & expenses	✓	✓	✓
Monthly financial statements	P&L, Balance Sheet	P&L, Balance Sheet, Cash Flow	P&L, Balance Sheet, Cash Flow, Executive Summary
Chart of Accounts maintenance	✓	✓	✓
Month-end adjustments (as needed)	✓	✓	✓
Ongoing QuickBooks maintenance	✓	✓	✓
Reviews & support
Monthly review meeting via Zoom	Email only	1 × 30-min meeting	2 × 30-min or 1 × 1-hr meeting
Quarterly check-in	✓	✓	✓
Year-end check-in	✓	✓	✓
Priority month-end close	–	–	✓
Email support (8am–5pm EST)	2–3 business days	1–2 business days	Same business day
CPA or tax preparer coordination	✓	✓	✓
Third-party issue liaison (QuickBooks, Gusto, etc.)*	–	–	✓
Scope & limits
Transactions / month	Up to 100	Up to 200	Up to 300
Checking / savings / credit card / POS accounts	Up to 4	Up to 8	Up to 12
Loans / lines of credit	Up to 1	Up to 3	Up to 5
Optional add-ons
Classes, locations, or projects tracking	+$100/mo	+$150/mo	+$200/mo
Accrual basis	+$100/mo	+$150/mo	+$200/mo

*If an issue with QuickBooks Online, Gusto, or another third-party provider needs to be resolved, we get on the call with their support team directly so you don't have to. Add-ons are priced to match your bookkeeping package — choose the same tier as your plan.

Month-to-monthNo long-term contract. Cancel anytime with 30 days' notice.

Diagnostic is non-refundableThe $395 Diagnostic Review is credited toward Clean-Up or Monthly Bookkeeping if you move forward within 30 days.

Software not includedQuickBooks Online and other subscriptions are billed directly by the provider.

Advisory services

Profit First Coaching

Cash management coaching using the Profit First method — know where your money goes and how to keep more of it.

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FAQ

Questions, answered

Do I need to sign a long-term contract?

No. All of our monthly services are month-to-month — there's no long-term contract to sign. You can cancel anytime with 30 days' notice.

Is QuickBooks Online included in the price?

No. Software subscriptions like QuickBooks Online aren't included in any package. You'll subscribe directly with the provider, and we'll do all the work inside your existing account.

What if my transaction volume goes over my plan's limit?

We'll always reach out before any additional charges apply — never a surprise invoice. If you're consistently going over, we'll help you find the tier that actually fits.

Do I need Bookkeeping Clean-Up before starting Monthly Bookkeeping?

Only if your books are behind. The $395 Diagnostic Review tells us exactly what shape things are in, and that fee is credited toward either a Clean-Up project or a Monthly Bookkeeping engagement if you move forward within 30 days.

Can I change or upgrade my plan later?

Yes, anytime. As your business grows, you can upgrade to a higher tier or add services like Payroll or Invoice Management whenever it makes sense.

What industries do you work with?

We specialize in service-based businesses — from home services and consultants to health & wellness, real estate, and other professional services.