Monthly Bookkeeping Discovery Call
Your books handled. More time to sell homes.
You work hard for every commission. We help you keep your books organized and understand your numbers—without spending your evenings sorting through transactions.
We work alongside your CPA to keep them informed and get them the reports they need, saving you time and back-and-forth.
What’s included in monthly bookkeeping:
Income and expense categorization: Know what’s coming in and where your money is going.
Monthly bank reconciliations: We check your books against your bank statements to keep everything accurate.
Monthly Profit & Loss report: Delivered to your inbox by the 15th so you can see how your business is doing.
Bookkeeping dashboard: Easy-to-understand graphs and visuals that help you make sense of your numbers.
Additional reports as needed: Get more detail when you need it.
Unlimited email support: A place to ask your bookkeeping questions.
Collaboration with your CPA: We communicate directly with your CPA to help keep everything coordinated.
Payroll management for S corps: Support to keep your payroll organized and running smoothly.
One convenient portal: Access your documents and communicate with us in one place.
Ready to take bookkeeping off your plate?
Book a discovery call to talk through your business, ask questions, and find the right level of support. This call is the first step toward monthly bookkeeping services.
Monthly bookkeeping starts at $375, with pricing based on your monthly transaction volume.
0–150 transactions: $375/month
151–250 transactions: $450/month
250 transactions: $600/ Month