Bookkeeping & financial reporting built for real life
Everything you need to keep your books clean and your business growing — in one predictable monthly rhythm. Whether you are scaling, refinancing, or simply tired of guessing, we deliver reconciled books and reporting you can trust.
From California to New York and everywhere between, the process stays the same: disciplined reconciliation, clear communication, and financials you can hand to a CPA or lender. Questions? Start with our FAQ.
Most monthly clients land around $300-$700. Larger portfolios, catch-up work, and complex entity stacks scale from there.
Pricing guide
Transparent enough to know if we are in range
Final pricing depends on transaction volume, entity count, cleanup needs, and reporting complexity. These ranges help you decide whether a discovery call is worth your time.
1 property or simple business
$250/mo
Clean monthly books for a straightforward file with limited complexity.
2-5 properties
$300-$450/mo
Property-aware categorization, reconciliations, and monthly financials.
6+ properties
+$50/property
Pricing scales with properties, entities, transaction volume, and reporting needs. 15+ doors? See column 4 — we swap to per-door pricing.
15+ doors or complex stack
Custom per-door pricing
Best for multi-entity portfolios, heavier rehab activity, or lender reporting.
Catch-up bookkeeping: usually monthly rate x months behind x 0.5, adjusted for file condition and deadline pressure.
Service details
What’s included
Choose a service to see scope, deliverables, and how it fits our monthly engagement.
Full monthly bookkeeping
We handle your bookkeeping end to end—downloading, categorizing, and reconciling transactions each month. You get clean, accurate financials by the 15th without living in spreadsheets.
Through monthly bookkeeping we flag qualifying payments, reach out to vendors, collect W-9s, and file 1099s by the January deadline—so January is not a fire drill.
Reports land in your secure client portal each month with KPI callouts, trends, and dashboards—so you can see performance at a glance, not after a spreadsheet marathon.
No accounting ledger yet? We build a chart of accounts that matches how you operate, import history where it helps, and configure workflows—then hand you clean books with training so your team stays oriented.
Custom chart of accountsData importFull configurationTraining included
Catch-up bookkeeping
Behind on the books? We untangle messy records, fix miscategorizations, reconcile gaps, and bring you current—whether that is a few months or a few years.
As Intuit Advanced ProAdvisors we receive discounted accounting software rates. We provision your accounting software subscription and roll it into your flat monthly fee—one less vendor relationship to manage.
Included in flat rateProAdvisor discountNo setup feesSeamless billing
What does this look like in practice?
Each month we keep your books current, reconcile accounts, and deliver reports you can use to make clear operating and investment decisions.
Who is a good fit?
Small businesses, real estate investors, and owners who want financial education backed by accurate data—not guesswork from outdated spreadsheets.