What It Costs
Flat monthly pricing based on your expense volume. You know what you're paying before we start.
Monthly Bookkeeping
Your books handled every month. One flat rate based on your monthly expenses.
What's included
Every month we reconcile your bank and credit card accounts, categorize transactions, and deliver financial statements. We check for errors, duplicates, and misclassified expenses before closing the books. At year-end, everything is ready for your tax return with nothing to chase down.
How pricing works
Your rate is based on how much your business spends each month. A one-truck plumbing operation running $15,000 in monthly expenses pays less than a general contractor running $150,000. We look at your recent expense volume, quote a flat monthly rate, and that's what you pay. If your business grows and the numbers change significantly, we revisit the pricing together.
Starting at
For businesses with lower monthly expenses
$200/mo
Bank and credit card reconciliation
Transaction categorization
Monthly financial statements
Flat monthly rate
Tax-ready books
Direct access to a CPA
Additional Services
Available on their own or alongside your monthly bookkeeping. Each is priced separately.
Catch-Up Bookkeeping
Cleaning up and bringing current past months or years of bookkeeping. We rebuild your records from bank statements, receipts, and whatever else you have so your books are accurate and current.
Project-based pricing
Bill Payment
We manage your accounts payable so every bill gets tracked, scheduled, and paid on time. Up to 50 bills per month.
From $100/mo
Invoicing
We track what customers owe you, apply payments as they come in, and provide accounts receivable reports so you always know where your money stands.
From $100/mo
Payroll System Setup & Training
We set up your payroll system correctly from the start and walk you through how to run it yourself. You get a working system and the confidence to use it without calling for help every pay period.
Starting at $300
QuickBooks Online Setup & Training
Get QuickBooks Online configured for your trade or service business and learn how to use it properly. We set up your chart of accounts, connect your banks, and walk you through the basics.
Starting at $400
Business Tax Returns
Annual federal and state business tax return preparation with all required schedules. We know trade and service businesses, so nothing gets missed.
Starting at $1,200
Personal Tax Returns
Individual federal and state tax return preparation including all income sources, deductions, and credits. Built for trade and service business owners whose personal and business finances overlap.
Starting at $500
IRS Tax Representation
When the IRS sends a notice or starts asking questions, you don't have to deal with them yourself. We step in with power of attorney and handle the communication, negotiation, and resolution on your behalf.
Project-based pricing
Tax Audit Support
Assistance during IRS or state audits with document preparation, response drafting, and guidance through the audit process.
Project-based pricing
Tax Strategy
Proactive tax planning to minimize what you owe through entity structure, timing, deductions, and retirement strategies. Planning ahead beats scrambling in April.
Project-based pricing
External Controller
A second set of eyes on your books. We review and oversee the work your in-house team is doing, catch errors before they compound, and make sure your financial reports actually reflect reality.
Project-based pricing
Budgeting & Cash Flow Forecasting
Creating budgets and projecting cash flow so you can plan for expenses, spot shortfalls before they hit, and make decisions based on real numbers.
Project-based pricing
Fractional CFO
Part-time CFO-level support for your trade or construction business. Cash flow forecasting, financial analysis, and strategic planning without the full-time salary.
Project-based pricing
What You Get
Most contractors we talk to don't have books they can actually use. Here's what changes when you do.
Don't Leave Deductions on the Table
A lot of the trade businesses we work with were missing deductions they qualified for, simply because their books were a mess or didn't exist. Equipment write-offs, vehicle expenses, subcontractor costs that weren't tracked properly. When your books are accurate all year, every deduction is documented and nothing gets overlooked when it's time to file.
Know What You're Actually Making
A busy month doesn't always mean a profitable month. Material costs, subcontractor payments, and overhead can eat through revenue faster than most people expect. Monthly financial statements show you what's left after expenses and which parts of your business are actually making money, not just moving it around.
Real Numbers for Real Decisions
Should you buy that truck? Can you bring on another crew? Is it time to raise your rates? Those questions are tough to answer when you're guessing from a bank balance. With clean, current books you have actual figures to work with. And because we're both your bookkeeper and a CPA, you can pick up the phone and talk it through with someone who already knows your numbers.
Long Beach's CPA for Contractors and Trades
The Next Step:
A Quick Conversation
Tell us about your business and where you need help. We'll ask a few questions, let you know what we can do, and give you a quick quote.