CLEAR SCOPE · PERSONALIZED QUOTE

A quote that fits your books

Remote monthly bookkeeping for small businesses nationwide. We review your books, then provide a written scope and fee for you to consider.

What shapes your quote

  • Bank and credit card accounts
  • Monthly activity and QuickBooks Online connections
  • Last completed reconciliation
  • Catch-up or cleanup needed
  • Reports, timing and tasks needed

Know what’s included

Your proposal identifies the included accounts, activity volume, services and reporting schedule. Cleanup and onboarding are quoted separately. Your QuickBooks Online subscription is separate from the bookkeeping fee.

What if the work changes?

We discuss written scope or fee changes before doing additional work.

Tell us about your setup

Share the help you need. Keep account numbers, credentials and financial documents out of your initial inquiry.