Bookkeeping Services
Clear monthly books for small businesses, churches and nonprofits across Eastern NC. Pick the plan that fits, or start with a free 15-minute call and we'll tell you exactly what you need.
Monthly Bookkeeping Plans
Every plan is month-to-month with no long-term contract. Final pricing depends on your transaction volume and number of accounts, and we'll confirm it on your free call.
Essentials
For owner-run businesses with simple finances.
- Monthly categorization of transactions
- Bank and credit card reconciliation
- Monthly profit and loss statement and balance sheet
- Email support
Standard
For growing businesses and churches with more activity.
- Everything in Essentials
- Monthly cash flow report
- Monthly check-in call to walk through your numbers
- Tax-ready records organized for your tax preparer
Full Service
For higher-volume businesses and organizations with multiple accounts.
- Everything in Standard
- Quarterly financial review and planning meeting
- Priority support
- Year-end package prepared for your tax preparer
Bookkeeping for churches and nonprofits includes donor and fund tracking. Ask us about it on your call.
Behind on Your Books? Start Fresh.
If your books are months or years behind, mislabeled or never reconciled, we'll clean them up so you have an accurate starting point and records your tax preparer can use. Cleanups are quoted after a free review of your books, so there are no surprises.
- Catch up on unreconciled accounts
- Correct miscategorized transactions
- Organized, accurate records ready for taxes
- A clean foundation for ongoing monthly bookkeeping
Accurate books, ready for tax season
A clean starting point you can build on
How It Works
Free 15-minute call
We learn about your business and look at where your books stand.
We get your books in order
Cleanup if you need it, then your monthly system.
You get clear reports
Know where your money stands, every month.
Growth Add-Ons for Bookkeeping Clients
Once your books are solid, we can also help you capture more leads and follow up faster. These can be added to any bookkeeping plan.
The Lead Capture Engine
$299 one-time setup
- Automated Missed Call Text-Back
- Google Review & Reputation Automation
- Unified Lead Inbox (SMS & Web Chat)
- Mobile App Access for On-the-Go Response
- Seamless Chatbot & Booking Widget Integration for Your Existing Site
The Growth System
$499 one-time setup
- Everything in The Lead Capture Engine
- AI Webchat & Instant Lead Nurture Workflows
- Automated Appointment Scheduling & Reminders
- Database Reactivation Campaigns (Text/Email)
- Monthly System Optimization Check-ins
- Custom High-Converting Lead Landing Page Build (Mobile-Optimized)
Bookkeeping + Full Growth System
$799 one-time setup
- Everything in The Growth System
- Custom Multi-Channel CRM & Pipeline Architecture
- Dedicated Monthly Bookkeeping & Financial Reporting
- P&L Statements, Cash Flow, & Executive Advisory
- Priority VIP Support & Quarterly Strategy Reviews
- Full Multi-Page CRM Website Redesign & Operational Integration
Need a Complete Website Overhaul?
We design custom, lightning-fast websites built specifically to capture leads, rank on search engines, and automate your back-office operations. Standalone website builds start at $1,499.
Inquire About Custom Web DesignBookkeeping Questions
Not Sure Which Plan Fits?
Book a free 15-minute call. We'll look at your books together and tell you exactly what you need, with no pressure.