Pricing
Flat monthly rates based on your business activity. You'll know the cost before we start.
Full-Service Bookkeeping
Your books reconciled, categorized, and closed every month. One flat rate based on your monthly expenses.
What's included
Every month we reconcile your bank and credit card accounts, categorize your transactions, and close the books. You get a profit and loss statement and a balance sheet that actually reflect what happened. We catch errors, duplicates, and misclassified expenses before they pile up. At year-end your CPA gets a clean file and you're not paying them to untangle a year of problems.
How pricing works
Your rate is based on your total monthly expenses. A cleaning business spending $8,000 a month pays less than a restaurant running $80,000 through the books. We look at your recent activity, set a flat monthly rate, and that's what you pay. If your business grows and your expenses change significantly, we adjust. Otherwise the price stays the same. No hourly billing, no surprise invoices.
Starting at
For businesses with limited monthly expenses
$199/mo
Account reconciliation
Transaction categorization
Profit and loss statement
Balance sheet
Flat monthly rate
CPA-ready year-end file
Additional Services
Bookkeeping is the core service. These can be added based on what your business needs. Each is priced separately from your monthly bookkeeping rate.
Catch-Up Bookkeeping
If your books are months or years behind, we clean them up, organize everything, and bring your financials current so you can move forward with numbers you trust.
Custom Quote
Bill Payment
We manage your accounts payable so every bill gets paid on time. Vendors are tracked, payments are scheduled, and everything is recorded properly in your books.
Starting at $99/mo
Payroll System Setup & Training
Get your payroll system configured correctly and learn how to run it yourself. One-time setup with hands-on training so you're confident from day one.
Starting at $299
1099 Preparation
Year-end 1099 preparation and filing for contractors and vendors. We collect the information, prepare the forms, and file them so you meet the deadline without the hassle.
$20/form
QuickBooks Online Setup & Training
We configure QuickBooks Online for your business and train you on how to use it properly. Your chart of accounts, bank connections, and workflows are built correctly from day one.
Starting at $299
Sales Tax Management
We prepare and file your sales tax returns with the Wisconsin Department of Revenue so deadlines don't slip and numbers stay accurate.
$99/return
Sellers Permit
Obtaining a Wisconsin sellers permit so your business can legally collect sales tax. We handle the application with the Department of Revenue.
$99
Personal Tax Returns
Individual federal and state tax return preparation for existing bookkeeping clients only.
Starting at $300
Budgeting & Cash Flow Forecasting
Creating budgets and projecting cash flow to plan for expenses, identify shortfalls, and support informed business decisions.
Custom Quote
Financial Strategy
We analyze your financial data and help you make informed decisions about growth, profitability, pricing, and where to put your money.
Custom Quote
Fractional CFO
Part-time CFO-level support including cash flow forecasting, financial analysis, and strategic planning. You get the financial leadership your business needs without the cost of a full-time hire.
Custom Quote
Construction Job Costing
Job-level cost tracking for construction and contracting businesses. Know exactly what each job costs and whether it actually made you money.
Custom Quote
Inventory Accounting
Tracking materials, supplies, and inventory items with proper counts and valuations so you know what you have and what it's worth.
Custom Quote
Business Formation
Setting up new Wisconsin LLC entities including state registration and EIN acquisition. Get your business started on the right foundation.
Custom Quote
What This Gets You
Having someone handle your books every month changes more than you'd expect.
You'll Actually Grasp Your Numbers
Clean books are only useful if you know how to read them. We walk you through your reports, explain what's driving your costs, and help you see where the money is actually going. This isn't a service where we hand you a file and disappear. You'll understand your finances, not just have them organized.
Decisions Get Easier
Can you afford to hire? Is it time to raise your prices? Should you take on that big project or will it stretch you too thin? These questions come up constantly, and most owners answer them with a gut feeling and a glance at the bank balance. When your books are current and accurate, you have real numbers to work with. That changes how you run your business.
Tax Season Without the Scramble
When your books are current all year, there's no frantic catch-up in March. Your CPA gets a clean file. Deductions are already documented. There's no shoebox of receipts to sort through and no billable hours spent fixing a year of backlog. It's the least stressful version of tax season you'll have.
Wisconsin's Small Business Bookkeeper
The Next Step:
A Quick Conversation
Tell us about your business. We'll talk through what you need, answer your questions, and give you a clear quote.
