Services & Pricing

Clean-Up Services

The Problem It Solves: You are months (or years) behind on your accounting, your software feeds are completely frozen or disconnected, and tax season is looming. You cannot file your returns or secure a business loan because your numbers are a total mystery.

What’s Included in each Cleanup:

• Forensic Reconstruction: Categorizing and matching every historical transaction from your past statements.

• Full Account Reconciliation: Balancing every bank, credit card, and loan feed down to the penny against physical statements.

• App Integration Repair: Trashing duplicate logs created by automated software sync errors.

• The Final Deliverable: Handing over a clean, 100% audit-ready Balance Sheet and Profit & Loss report directly to your CPA so they can file your taxes without penalties.

Safe Harbor Cleanup

(Low Volume)

Cost: $150/Month of Cleanup

Best for: 1 Bank Account + 1 Credit Card. Under 75 transactions per month.

Steady Waters Cleanup

(Medium Volume)

Cost: $200/Month of Cleanup

Best for: Up to 4 active accounts (Bank, Credit Card, Loans). Up to 200 transactions per month.

Storm Recovery Cleanup

(High Volume)

Cost: $300+/Month of Cleanup

Best for: More than 4 accounts, or systems with active app integrations running wild (Square, Shopify, Stripe, Clover).

One-Time Structural Services

The Problem It Solves: Your business either needs a clean financial foundation or has a problem that needs to be fixed once and done right. Maybe you're starting from scratch, your bookkeeping system needs to be properly configured, or past mistakes have left your books difficult to trust. These one-time services are designed to get your financial systems organized, corrected, and back on course—without committing to ongoing bookkeeping.

Anchor Check

QuickBooks Diagnostic Health Check

Cost: Free

What it is: A 30-minute, limited review of their bank feeds and profit & loss statement over Zoom to spot duplicate app syncs or unreconciled accounts.

Set Sail Setup

New Business Cloud Setup

Cost: $500

What it is: Chart of accounts customization, linking up to 3 bank/credit card feeds, setting up invoicing templates, and a 1-hour screen-share training session.

Back to Harbor

Historical Reconstruction & Catch-Up (Per Year)

Cost: $1,500 -$3,000+

What it is: Full forensic cleanup for businesses with unfiled tax years.

Monthly Bookkeeping Services

The Problem It Solves: You don't have time to stay on top of your books every month, but you need accurate financial information to run your business. Transactions pile up, reconciliations get pushed aside, and before you know it, you're trying to figure out what happened months ago. Our monthly bookkeeping plans provide consistent, ongoing support so your books stay current and you always have a clearer picture of where your business stands.