Standard Bookkeeping Plan
More volume, same disciplined monthly close
What standard bookkeeping plan covers
The right plan once your business is past the startup stage and transaction volume is climbing. You get everything in the Basic Plan with capacity for up to 150 transactions each month — enough room for multiple revenue streams, a growing vendor list, and regular payroll activity. Your books stay reconciled month after month, so tax season stops being a scramble.
Every plan is delivered remotely through QuickBooks Online, with direct WhatsApp access to your bookkeeper. You keep full visibility into your numbers without having to maintain them yourself.
Everything in this plan
- Up to 150 transactions categorized every month
- QuickBooks Online kept organized and current
- Monthly Balance Sheet, Profit & Loss, and Cash Flow statements
- Business Health Panel scored 0–100 with automated analysis
- Multi-account and multi-revenue-stream reconciliation
- Direct WhatsApp communication with your bookkeeper
Four steps from first call to monthly reporting
Free Consultation
We map your revenue streams, accounts, and monthly volume to confirm the plan matches how the business actually operates.
Setup & Cleanup
We organize your chart of accounts and correct any prior categorization issues before the first monthly close.
Monthly Close
Every account is categorized and reconciled on schedule, with vendor and customer records kept accurate.
Report & Review
Your report pack arrives each month with a health score and a short summary of what the numbers are telling you.
The difference accurate books make
Reliable numbers are not an accounting formality. They are what lets you price correctly, spot problems early, and make decisions without guessing.
Certified Expertise
An Intuit-certified bookkeeper handling your file directly — not an automated categorization engine.
Reconciled, Not Estimated
Every account is matched to the actual statement each month, so the numbers are verified rather than assumed.
Decision-Ready Reports
Three financial statements plus a 0–100 health score, delivered on a predictable monthly schedule.
Never Behind Again
A fixed monthly close means no backlog builds up and no year-end reconstruction is ever required.
Disciplined from first entry to final report
Accurate books come from consistent habits, not from catching up later. Here is the standard applied to every client file.
Direct Communication
Message your bookkeeper on WhatsApp and get answers from the person who knows your file.
Purpose-Built Setup
A chart of accounts structured around how your business actually earns and spends.
Verified Reconciliation
Bank, credit card, and merchant accounts reconciled to the statement every single month.
Secure Handling
Read-only bank feeds and secure document exchange — your credentials stay yours.
English & Spanish
Review your numbers and ask questions in whichever language you work in.
Questions, answered
Related services
Basic Bookkeeping Plan
Monthly books for lean, growing businesses
View Basic Bookkeeping Plan details$450 / monthProfessional Bookkeeping Plan
Unlimited transactions for established operations
View Professional Bookkeeping Plan detailsFrom $400 / monthConstruction Bookkeeping
Job costing that shows profit per project
View Construction Bookkeeping detailsGet a free estimate for standard bookkeeping plan
Share a few details about your business and we'll come back with clear next steps — plus 15% off your first month as a new client.