Bookkeeping
Know your numbers.Then build from them.
Bookkeeping gives you an organized record of what is happening inside your business — what came in, what went out, what you own, what you owe, and how the business performed.
Plain-language basics
What bookkeeping actually does.
Ongoing Bookkeeping
Transaction categorization, account reconciliation, financial reporting and ongoing bookkeeping support on the service rhythm appropriate for your business.
Cleanup Bookkeeping
For businesses with inaccurate, incomplete, or disorganized books that need to be corrected before moving forward. Duplicate entries, miscategorized transactions, and reconciliation issues are resolved first.
Catch-Up Bookkeeping
For businesses that have fallen behind and need previous months brought current, organized, and reconciled.
QuickBooks Organization
Setup and organization of QuickBooks Online so your accounting system has a clean structure from the beginning — chart of accounts, bank connections, and a workflow you can maintain.
The monthly process
A calm, repeatable
monthly process.
Good bookkeeping should feel organized — not like another problem on your list.
Securely gather the financial information needed for the month.
Review and categorize transactions and keep the chart of accounts organized.
Compare the books with bank and credit-card records and resolve discrepancies.
Perform quality control and prepare the month's reports.
Provide the completed financial reports and a clear monthly snapshot.
Your reports
Numbers you can
actually understand.
Profit & Loss
Shows income, expenses, and whether the business produced a profit or loss during a specific period.
Balance Sheet
Shows what the business owns, what it owes, and the owner's equity at a specific point in time.
Cash-Flow Visibility
Helps you understand how money is moving through the business month to month.
Behind on your books?
Start where you are.
You do not need perfect books before asking for help. Cleanup and catch-up work begins with reviewing what exists, identifying what needs correction, and creating a clear scope for getting current.
Service rhythm
Choose the bookkeeping
rhythm that fits your business.
Essential, Growth and Premium describe the complexity of your books. Monthly, quarterly and weekly describe how often we work in them. Every plan is confirmed during the consultation.
| Quarterly | MonthlyRecommended | Weekly | |
|---|---|---|---|
| Best for | Very low-volume businesses | Most small businesses | High-activity businesses |
| Books reviewed | Every quarter | Every month | Every week |
| Reconciliation | Quarterly | Monthly | Month-end |
| Financial reports | Quarterly | Monthly | Monthly |
| Clarification cycle | Quarterly | Monthly | Weekly / as needed |
| Starting price | $750/qtr | $325/mo | $895/mo |
Not sure? We'll recommend the lowest level of service that appropriately fits your business.
Monthly bookkeeping — recommended for most businesses
Clear books, on a
predictable rhythm.
Essential
Perfect for new or simple businesses
$325/month
- Up to 100 transactions/month
- Up to 2 bank/credit card accounts
- Includes all core bookkeeping services
- Financial reports
- Email support
Best forsolo entrepreneurs and small businesses getting started.
Growth
Ideal for growing businesses
$495/month
- Up to 250 transactions/month
- Up to 4 bank/credit card accounts
- Includes all core bookkeeping services
- Financial reports
- Monthly financial review
- Priority email support
Best forbusinesses scaling and needing more support.
Premium
For established or high-volume businesses
$695+/month
Starting at
- 250+ transactions/month
- 5+ bank/credit card accounts
- Includes all core bookkeeping services
- Custom reporting package
- Priority support
- Quarterly bookkeeping review
Best forbusinesses with more complex needs and multiple moving parts.
Core bookkeeping includes transaction categorization, bank and credit-card reconciliation, and applicable financial reporting. Financial reviews and additional support are included according to the selected service plan. Not sure which rhythm fits? We'll recommend the lowest service level that appropriately supports your business.
Quarterly bookkeeping
For low-volume,
straightforward activity.
Quarterly Essential
Equivalent to $250/month
$750/quarter
- Very small/simple businesses
- Up to 150 transactions per quarter
- Up to 2 accounts
- Quarterly categorization
- Quarterly reconciliation
- P&L + Balance Sheet
- Quarterly financial summary
- Email support
Quarterly Growth
Equivalent to $350/month
$1,050/quarter
- Up to 300 transactions per quarter
- Up to 4 accounts
- Quarterly categorization/reconciliation
- Financial reports
- Quarterly financial review
- Priority email support
Quarterly Premium
Custom
- For businesses that are low-frequency but structurally more complicated
- Scope and pricing confirmed after review
Best forlow-frequency businesses with added complexity — monthly service is often the better fit.
Quarterly bookkeeping is intended only for businesses with low transaction volume and relatively simple activity. MV may recommend monthly service when quarterly bookkeeping would create unnecessary backlog or reduce financial visibility.
Weekly bookkeeping
For businesses that can't afford
to let activity pile up.
Weekly service means bookkeeping maintenance happens every week, while reconciliations and your full reporting package are still completed at month-end.
Weekly Growth
$895/month
Starting at
- Weekly transaction review/categorization
- Weekly bookkeeping maintenance
- Up to agreed transaction/account limits
- Weekly clarification handling as needed
- Month-end reconciliations
- Monthly P&L
- Monthly Balance Sheet
- Monthly financial summary
- Monthly financial review
- Priority support
Weekly Premium
$1,295/month
Starting at
- Higher transaction volume
- Multiple accounts/processors
- Weekly transaction maintenance
- More frequent clarification cycle
- Month-end reconciliations
- Customized monthly reporting
- Priority support
- Quarterly bookkeeping review
- Customized scope based on complexity
Weekly service is offered at the Growth and Premium levels only. Businesses with lower transaction volume are better served by monthly bookkeeping.
Need to get caught up first?
Ongoing bookkeeping assumes your starting records are reasonably current. If your books are behind, unreconciled, inaccurate or incomplete, we'll complete a diagnostic review and quote the cleanup/catch-up work separately before recurring service begins.
Cleanup & Catch-Up — Custom Quote
Frequently asked
Straight answers first.
Bookkeeping client → Tax preparation
Organized books make tax season calmer.
Monthly bookkeeping clients can add tax preparation when the filing season opens. Your books stay current all year, so tax work becomes a review instead of a rebuild.
Start here
Get your books
organized.
Tell us about your business and we'll recommend the right bookkeeping rhythm and tier.