Services & Pricing
Three services, each built around a specific need
Whether you're setting up cloud accounting for the first time, maintaining ongoing books, or looking at how your tools connect — there's a service here that fits. Pricing is transparent and scope is clear.
← Back to homeWhat we offer, and who each service is for
Some businesses need a clean starting point. Others are already set up but want ongoing maintenance handled. And some have tools that don't quite work together yet. Each service addresses one of those situations clearly, without bundling things you don't need.
Service 01 — One-time
Cloud Bookkeeping Setup
A careful, thorough setup of cloud accounting tools configured to how your business actually operates. Bank feeds connected, categories built to reflect your income and expenses, and a structure that makes ongoing bookkeeping straightforward from the first day.
Suited to owners who are moving away from spreadsheets or who have a cloud account that's never been properly organized. The goal is a setup that works correctly and continues working without constant adjustment.
What's included:
- Initial assessment of your current financial tools and data
- Chart of accounts configured for your business type
- Bank feeds connected and tested
- Categorization rules built and refined
- Plain summary of what's been configured and how it works
$350 / setup
Service 02 — Ongoing
Automated Monthly Bookkeeping
Ongoing bookkeeping that uses automation to keep records current throughout the month, with a human review each month to check that everything reads correctly. Designed for businesses that want efficiency without giving up the reassurance that a person has looked things over.
The routine is handled by the tools. The judgment — catching edge cases, flagging unusual items, checking category drift — is handled by a person. The combination means you don't have to choose between speed and care.
What's included each month:
- Automated transaction capture and categorization via bank feeds
- Monthly human review of all categorized transactions
- Bank reconciliation completed each cycle
- Profit & loss and balance sheet available on demand
- Flags raised if anything unusual is found
$220 / month
Service 03 — One-time
Workflow & Integration Review
A practical look at how your finance tools currently connect — or don't — with plain recommendations for reducing double-entry and tidying your data flow. Useful when you suspect your tools could work better together but aren't sure where the friction is coming from.
The output is a clear, prioritized set of suggestions: what would help, what would be marginal, and what you can safely leave alone. We recommend only what's likely to make a real difference for a business of your type.
What's included:
- Review of your current finance and accounting tools
- Mapping of how data currently moves between them
- Identification of duplication, gaps, and inconsistencies
- Plain written recommendations, prioritized by impact
- A short follow-up conversation to answer questions
$280 / review
Which service fits your situation?
A few common scenarios to help you think about which might be the right starting point.
If you're starting fresh
Cloud Bookkeeping Setup
Your books are in spreadsheets, or you have a cloud account that's never been properly configured. You want a solid, organized starting point before anything else.
Learn more →If you want ongoing maintenance
Automated Monthly Bookkeeping
Your setup is reasonable but you want someone to handle the monthly work — automation keeping records current, a person checking it's all correct.
Learn more →If your tools feel disjointed
Workflow & Integration Review
You're using several cloud tools and suspect they could talk to each other better. You'd like an honest look at what's worth connecting and what isn't.
Learn more →What to expect when you get in touch
There's no sales process here. Getting started is a straightforward conversation.
You get in touch
Fill in the contact form with your name and email and a brief note about your situation. No long questionnaire.
We have a short conversation
A brief exchange to understand your current tools, what's working and what isn't, and which service is likely the right fit.
We confirm scope and start
Once you're happy with what's included and the price, we begin. No vague proposals or extended back-and-forth.
Your books run quietly
After setup, the process runs with minimal input from you. You have current, organized records whenever you need them.
Pricing at a glance
| Service | Type | Price |
|---|---|---|
| Cloud Bookkeeping Setup | One-time | $350 |
| Automated Monthly Bookkeeping | Monthly | $220 / month |
| Workflow & Integration Review | One-time | $280 |
All prices in USD. No hidden fees. Scope is confirmed before work begins.
Not sure which service fits?
A short message is enough to start. Describe where things stand with your bookkeeping and we'll suggest what makes sense — without any obligation to proceed.
Get in touch