Seedling Essentials
A simple starting point for smaller businesses with straightforward monthly bookkeeping needs.
$250 /month
Starting at
Up to 75transactions per month
Up to 2bank or credit-card accounts
Monthly bookkeeping, made manageable
Clear books.
Confident decisions.
Reliable monthly bookkeeping for sole proprietors, independent contractors, and small businesses—so you can spend less time worrying about your books and more time running your business.
Simple, transparent options
Monthly Bookkeeping Packages
Choose from three straightforward monthly bookkeeping packages designed around the size and activity of your business. Each package includes the same core bookkeeping services, with transaction and account limits that scale with your business.
Ask about Seedling Essentials
Saguaro Standard
For growing small businesses with more monthly activity and additional accounts to manage.
$400 /month
Starting at
Up to 175transactions per month
Up to 4bank or credit-card accounts
Sonoran Plus
For established small businesses with higher transaction volume and more active financial accounts.
$600 /month
Starting at
Up to 300transactions per month
Up to 6bank or credit-card accounts
What’s Included in Every Monthly Package
Transaction Categorization
Business transactions are reviewed and assigned to the appropriate income, expense, asset, liability, or other bookkeeping categories.
Profit & Loss Statement
Shows business income, expenses, and overall profit or loss for the reporting period.
General Ledger Review
Reviews account activity for unusual entries, incorrect classifications, duplicates, and other bookkeeping issues.
Discrepancy Review
Reasonable research is performed when transactions or account balances do not match available records.
Routine Bookkeeping Support
Email support is included for normal questions related to bookkeeping, transactions, reconciliations, and financial reports.
Bank & Credit Card Reconciliations
QuickBooks balances are compared with bank and credit-card statements to identify missing, duplicate, or incorrectly recorded transactions.
Balance Sheet
Provides a snapshot of business assets, liabilities, and equity.
Routine Bookkeeping Adjustments
Necessary routine corrections and reclassifications are made to help keep the books accurate.
Limited Accounts Receivable or Accounts Payable Support*
Limited assistance with maintaining customer receivables or vendor payables, including tracking outstanding invoices, bills, or related bookkeeping records.
Year-End Bookkeeping Preparation
Books are organized and reviewed so the client’s tax professional has up-to-date financial reports and bookkeeping records.
*Does not include collections, bill payment, or full-service A/R or A/P management unless separately agreed upon.
“Starting at” reflects the base monthly rate for businesses within the listed transaction and account limits with standard bookkeeping needs. If additional complexity or work affects your monthly rate, we’ll discuss the scope and pricing with you before services begin.
An occasional small increase in transactions won’t automatically change your monthly price. If your transaction volume materially exceeds your package allowance, additional transactions may be billed at $1.50 each.
If your business consistently grows beyond your current package, we’ll talk with you before moving you to a package that better reflects your ongoing needs.
Businesses with more than 300 monthly transactions, more than 6 bank or credit-card accounts, or more complex bookkeeping needs may require customized pricing.
Services beyond your monthly plan
Need Something Beyond Your Monthly Bookkeeping?
$60 / hour
Sometimes a business needs help that falls outside routine monthly bookkeeping. Additional services are available as needed.
This may include:
- Catch-up or historical bookkeeping
- Cleanup of prior-period books
- Extensive reconciliation discrepancies
- Research involving older or missing transactions
- QuickBooks setup or restructuring
- Special reports
- Bookkeeping training
- Additional accounts receivable or accounts payable work
- Extensive coordination with your CPA or tax professional
- Extended meetings or bookkeeping consultations beyond your monthly service
If additional work is needed, we’ll discuss it with you before any material additional charges are incurred.
What Counts as a Transaction?
A transaction generally means activity appearing in a connected business bank or credit-card account, including purchases, payments, deposits, transfers, fees, and refunds.
Not sure how many transactions your business has each month? That’s okay. We can help estimate your monthly volume during your complimentary discovery call.
Not Sure Which Package Fits?
Start with our Client Request Form to tell us a little about your business. If it looks like a good fit, we’ll follow up to schedule a complimentary 15-minute discovery call and help determine which package best fits your needs.