Our Services
Three services. Each designed for a specific situation.
Whether you need steady monthly bookkeeping, a one-time tidy of records that have slipped, or ongoing care with added reporting visibility — there's a service here that fits. Flat pricing, clear scope, no surprises.
Service 1
Monthly Bookkeeping Care
$180 / month
Service 2
Books Catch-Up & Tidy
$420 one-time
Service 3
Bookkeeping with Reporting
$360 / month
Monthly Service
Monthly Bookkeeping Care
$180 / month
A steady monthly service that records your transactions, reconciles your bank and card statements, and keeps your books current. Suited to sole traders and small teams who'd rather hand the day-to-day entries to a careful partner.
What's included
All transactions recorded and categorized each month
Bank and card statement reconciliation
Categorized expense records
Plain-language monthly summary — what moved, what's current, anything to note
Questions answered by the person handling your books
One-Time Service
Books Catch-Up & Tidy
$420 one-time
A one-time service for owners whose records have fallen behind. We gently work through back-months, reconcile accounts, and bring everything up to date — then hand over an organized set of books with notes on anything that needs your attention. Ideal for businesses preparing for tax season or a handover.
What's included
Back-month transactions recorded and categorized
Account reconciliation against bank statements for all covered months
Organized final set of books returned to you
Written notes on anything requiring your attention or follow-up
Agreed timeline and scope confirmed before work begins
The $420 fee covers a typical catch-up of up to six back-months. We'll confirm scope and pricing before starting if your situation requires more.
Monthly + Reporting
Bookkeeping with Reporting
$360 / month
Everything in monthly care, plus a quarterly review meeting and tailored reports on cash position, outstanding invoices, and spending trends. Designed for growing businesses that want a clearer picture without taking on a full finance team.
What's included
Everything included in Monthly Bookkeeping Care
Quarterly review call to walk through your figures together
Quarterly report on cash position and movement
Outstanding invoice summary and accounts receivable overview
Spending trend analysis to support planning decisions
Written quarterly summary you can retain and share
Side by side
A quick reference to help you choose the right service.
| Monthly Care | Catch-Up | With Reporting | |
|---|---|---|---|
| Price | $180 / mo | $420 once | $360 / mo |
| Frequency | Ongoing monthly | One-time project | Ongoing monthly |
| Transaction recording | |||
| Bank reconciliation | |||
| Monthly summary | — | ||
| Quarterly review call | — | — | |
| Quarterly reports | — | — |
Which service fits your situation?
A few prompts to help you think it through.
Consider Monthly Care if…
Your books are currently up to date
You want a consistent monthly routine without doing the work yourself
You're a sole trader or small team with straightforward transactions
A plain-language summary each month is all the reporting you need
Consider Catch-Up if…
Your records have fallen behind — weeks or months
Tax season is approaching and the books aren't ready
You're preparing for a handover or a new bookkeeping arrangement
You want a defined project with a clear endpoint rather than ongoing commitment
Consider Reporting if…
Your business is growing and you want more financial visibility
Cash flow, invoice tracking, and spending patterns matter to your decisions
You'd value a quarterly conversation to review the figures together
You want written reports you can reference and share with advisors
A note on pricing
All prices are flat fees in USD. There are no add-on charges for normal questions, the monthly summary, or standard correspondence. If your situation falls outside the standard scope — for example, an unusually high transaction volume or a very complex catch-up — we'll discuss that openly before any work begins, and agree on pricing before proceeding.
Not sure which service fits?
Send us a short message about where your books currently stand. We'll let you know which service makes sense for your situation — or whether a different arrangement would serve you better.
Get in touch