Cleanup and Catch-up Bookkeeping

BASIC Cleanup – starting at $199

Perfect for freelancers, gig workers, and small businesses.

Includes:

• 1 bank or credit card account

• Up to 25 transactions per month

• 12 months of transactions

• Categorization of income and expenses

• 30 minute call to review your results

All I need from you:

• Bank or credit card statements (PDF or CSV)

• Your business type

• Any special expense categories you want tracked

You’ll receive:

A clean Tax-ready one-page summary of your income and expenses for your tax professional.

Available Add-ons

High transaction volume / multi account 

+ $200 per account or per additional transaction tier

• 26-50 transactions/month

• 51-75 transactions/month

• etc.

Asset expense/depreciation 

+ $50 per asset type (vehicle, real estate, equipment, etc)

Extra year of cleanup 

+ $149 per additional year

If your tax accountant needs clarification on the report, I’ll answer their questions at no additional cost. 

PREMIUM Cleanup – starting at $549

Perfect for mid size freelancers, gig workers, and small businesses.

Includes:

• Up to 3 bank or credit card accounts

• Up to 150 transactions per month

• 12 months of transactions

• Categorization of income and expenses

• Asset expense/depreciation for up to 3 assets

• 1 hour call to review your results

All I need from you:

• Bank or credit card statements (PDF or CSV)

• Your business type

• Any special expense categories you want tracked

You’ll receive:

A clean Tax-ready one-page summary of your income and expenses for your tax professional.

Available Add-ons

High transaction volume / multi account 

+ $350 per account or per additional transaction tier

• 151-250 transactions/month

• 251-350 transactions/month

• etc.

Additional Asset expense/depreciation 

+ $50 per asset type (vehicle, real estate, etc)

Extra year of cleanup 

+ $349 per additional year

If your tax accountant needs clarification on the report, I’ll answer their questions at no additional cost.