Clean books. Every month. No surprises.
We handle your monthly bookkeeping so you can focus on running your business — not chasing receipts or reconciling accounts.
Schedule a Free Call →What's included
Every bookkeeping engagement includes these core services — no add-on fees, no surprises.
Monthly Reconciliation
Every account balanced, every transaction categorized — delivered by the 10th of each month.
Financial Statements
Profit & Loss, Balance Sheet, and Cash Flow statements prepared in a clear, readable format.
QuickBooks Integration
We work directly in your QuickBooks Online account or set one up for you from scratch.
Year-End Prep
Your books are always tax-ready. No scrambling in April — everything is organized all year.
Dedicated Advisor
One point of contact who knows your business. Available by phone, email, and your secure portal.
Secure Client Portal
Share documents, review reports, and communicate — all in your encrypted Balance Beam portal.
Simple, transparent pricing
Flat monthly rates. No hourly billing. No hidden fees. Cancel anytime.
Starter
For freelancers and solo operators with straightforward finances.
- Up to 75 transactions/mo
- Monthly P&L + Balance Sheet
- Bank & credit card reconciliation
- QuickBooks Online included
- Email support
Growth
For growing businesses with multiple accounts and more complexity.
- Up to 200 transactions/mo
- Full financial statement package
- Payroll reconciliation
- Accounts payable/receivable tracking
- Priority phone + email support
Professional
For businesses with high volume, multiple entities, or specialized needs.
- Unlimited transactions
- Multi-entity reporting
- CFO advisory calls
- Custom reporting
- Dedicated senior bookkeeper
Ready for clean books?
Schedule a free call and we'll walk you through exactly what we'd do for your business.
Schedule a Free Call →