(469) 234-5846

Custom Bookkeeping Packages

No two businesses keep books the same way, so we don't sell preset tiers. Your package is built around your accounts, your volume and the help you actually need.

Intuit Certified ProAdvisors 35+ years combined experience Based in Frisco, Texas Custom packages, no surprises

What your package can include

Every package starts with the monthly bookkeeping. The rest is added only if your business needs it.

Monthly bookkeeping

  • Monthly categorization and reconciliation
  • Profit & Loss and Balance Sheet each month
  • QuickBooks Online kept current
  • Email support, replies within one business day

Payables, payroll & sales tax

  • Accounts payable and receivable tracking
  • Payroll journal entries
  • Sales tax support and filing where applicable

Reporting & review

  • Cash flow statement and month-over-month comparisons
  • Monthly financial review call
  • Custom reporting built to your KPIs
  • Budget vs. actual reporting

Complex operations

  • Multiple entities or locations
  • Job costing or class and location tracking
  • Direct coordination with your CPA at tax time
  • Priority phone access

All packages are month to month. One-time QuickBooks cleanup is quoted separately.

Request a Custom Quote

How we build your package

Three things shape it, in order of how much they matter: how many accounts need reconciling, how many transactions run through them each month, and how complex the entity structure is.

  1. Free books review

    Thirty minutes on a call. We look at where your books stand and what your actual volume is.

  2. We scope it

    A single-member LLC with one checking account is straightforward. A construction company with job costing, three credit cards and a line of credit is not. Your package reflects that.

  3. Your custom quote

    One monthly number and, if cleanup is needed, a separate one-time figure. Both before you commit.

  4. Adjust as you grow

    Month to month, with no contract. We add or remove services as the business changes.

What sits outside a monthly package

Being clear about this up front saves everyone a difficult conversation later.

Questions about packages

Why don't you list prices?

Because one price list never fits anyone well. A single-member LLC with one checking account and a contractor with job costing and three credit cards need very different things. We'd rather quote what you actually need than squeeze you into a tier.

How do I get a quote?

Book a free 30-minute books review. We look at your actual accounts and volume and give you a real number, not a range.

What about one-time cleanup work?

Cleanups are quoted separately as a one-time project, based on how far behind the file is. You get the number before any work begins.

Do you charge setup fees?

No setup fee on monthly packages. If your file needs cleanup before we can run it properly, that's quoted as its own project and you decide whether to do it.

Can I change my package later?

Yes, in either direction, at any time. Month to month with no contract.

Get your custom quote

Thirty minutes on a call and we'll quote your real situation — not a range, and not a number that changes after you sign.

Request a Custom Quote Call (469) 234-5846