The paid diagnostic service provides a thorough review of your bookkeeping system, examining account setup, transaction accuracy, reconciliations, and financial reporting. This assessment identifies errors and gaps, ensuring a clear financial baseline and a strong foundation for accurate, efficient ongoing bookkeeping.

The Basic Monthly Bookkeeping plan is a starter package designed for businesses with up to 30 monthly sales transactions and a maximum of three bank or credit card accounts. This service includes monthly bank reconciliations, transaction categorization and posting in QuickBooks, and preparation of core financial reports—including the Balance Sheet, Profit and Loss Statement, and Cash Flow Statement. The plan also provides one monthly meeting and one emergency meeting for timely support. Additional services are available as add-ons at $50 per service.

The Advanced Service Plus plan, starting at $500 per month, is designed for businesses with more than 50 monthly sales transactions and over three bank or credit card accounts. This package includes all services from the Basic Monthly Bookkeeping plan, with expanded support to match higher transaction volume and complexity. It offers additional financial reporting beyond the standard three statements, as well as more than two scheduled and emergency meetings each month to ensure timely, in-depth guidance. This plan provides comprehensive, scalable bookkeeping for growing businesses that require a higher level of oversight and expertise.