Bookkeeping & Financial Reporting
Can you see your numbers, or are you guessing?
Accurate, reconciled books every month, so you know where your money goes and tax time stops being a scramble. From solopreneur to hundreds of transactions a month.
Why bookkeeping matters
Without books, you're deciding with your eyes closed.
Bookkeeping isn't just a tax-season chore. It's the system that tells you if you're profitable, where cash is leaking and what you can afford next.
JUST STARTING
Build good habits from day one: separate business from personal, track every expense and start with clean records instead of fixing messy ones later.
GROWING
More sales means more to track. Consistent monthly books show which services are profitable and whether you're ready to hire, expand or raise prices.
ESTABLISHED
Higher volume, higher stakes. Trend analysis and regular reviews protect your margins and give you the visibility to make confident, data-driven moves.
Small or large, the businesses that grow with confidence know their numbers.That's what we help you do, every month.
Packages & pricing
Choose the level of clarity you need.
Month-to-month. No setup fee. Pick by monthly transactions and accounts; we confirm the fit on your kickoff call.
ECO · Get Organized
$200 /month
Up to 50 transactions · 1 account
- Basic transaction categorization
- Monthly account reconciliation
- Basic Profit & Loss Statement
- Basic Balance Sheet
Best for: new businesses, solopreneurs and limited activity.
Start ECOSilver · Stay Consistent
$695 /month
Up to 150 transactions · 2 accounts
- Full-service categorization
- Monthly reconciliations
- Monthly P&L and Balance Sheet
- Cash flow summary and expense breakdown
- Quarterly 30-minute financial review
- Review of unusual transactions and discrepancies
Best for: growing businesses that want consistent books and check-ins.
Start SilverGold · Understand Your Numbers
$1,095 /month
Up to 250 transactions · 3 accounts
- Everything in Silver
- Monthly 30-minute financial review
- Monthly income and expense trend analysis
- Month-over-month comparisons
- Significant revenue and expense changes flagged
Best for: established, growing businesses that review numbers monthly.
Start GoldDiamond · Deeper Visibility
$1,795 /month
Up to 400 transactions · 4 accounts
- Everything in Gold
- Detailed financial performance analysis
- Quarterly performance summary
- Year-to-date comparisons
- Detailed revenue and expense trends
- Priority support during business hours
Best for: higher volume and more complex activity.
Start DiamondCompare all packages side by side
| Compare packages | ECO | Silver | Gold | Diamond |
|---|---|---|---|---|
| Monthly price | $200 | $695 | $1,095 | $1,795 |
| Monthly transactions | Up to 50 | Up to 150 | Up to 250 | Up to 400 |
| Bank / credit card accounts | 1 | 2 | 3 | 4 |
| Monthly reconciliations | ✓ | ✓ | ✓ | ✓ |
| P&L and Balance Sheet | Basic | Full | Full | Full |
| Cash flow summary | — | ✓ | ✓ | ✓ |
| Financial review meeting (30 min) | — | Quarterly | Monthly | Monthly |
| Trend analysis | — | — | ✓ | Detailed |
| Quarterly performance summary | — | — | — | ✓ |
| Priority support | — | — | — | ✓ |
Not sure which fits? Book a free 30-minute consultation and we'll recommend one. Packages are confirmed after a review of your financial activity and accounts; if you go beyond your package limits, we'll talk with you before any upgrade or added fee.
What we handle
The work behind clean books.
Every package includes the core work that keeps your records accurate. Need more? Add the services that fit your business.
Included in every package
- Recording and categorizing your business transactions
- Monthly bank and credit card reconciliations
- Profit & Loss Statement and Balance Sheet
- Review of transactions that need your input
- Secure, organized records you can hand to your tax preparer or lender
Available separately
- Payroll processing
- Accounts payable and receivable management
- Catch-up and historical cleanup bookkeeping
- Tax preparation and tax planning
- Tax debt resolution
Ask about add-ons during your free consultation or kickoff call.
How it works
Up and running in four simple steps.
No complicated onboarding. You check out in minutes and we handle the rest.
Pick the fit and check out securely online.
Tell us about your business and share access or statements. About 10 minutes.
30 minutes to confirm your accounts, volume and first close date.
We categorize, reconcile and deliver your reports every month.
Year-End Bookkeeping · One-time service
Behind on your books? Close out the year with clarity.
Incomplete, outdated or disorganized records? We review and reconcile up to 12 months of activity and prepare organized reports for tax preparation.
$3,600 starting price
Reserve with a $1,800 deposit
What's included
- Review of up to 12 months of financial activity
- Transaction categorization and review
- Reconciliation of eligible bank and credit card accounts
- Correction of identified standard bookkeeping discrepancies
- Review of uncategorized transactions and outstanding balances
- Year-end Profit & Loss Statement and Balance Sheet
- Annual income and expense summary
- Review of major financial changes and unusual transactions
- One 60-minute year-end financial review meeting
- Organized financial reports for tax preparation
Pricing and scope: $3,600 is a starting price, not a guaranteed flat fee. It covers up to 600 transactions for the year and up to 2 bank or credit card accounts. Final pricing depends on transactions, accounts, months needing work and the condition of records. Complex cleanup, missing-record reconstruction, inventory reconstruction, complex loan reconciliations, payroll tax corrections and amended returns are quoted separately. Tax preparation, tax planning and tax debt resolution are not included.
Good to know
Quick answers
My business is small. Do I really need a bookkeeper?
Yes. Small businesses often benefit the most. Clean books help you claim every deduction you're entitled to, separate business from personal spending, spot problems early and have reports ready when a lender, landlord or grant program asks. Our ECO package was built for exactly this stage.
What counts as a bookkeeping transaction?
Transactions generally include business income, expenses, deposits, withdrawals and other financial activity that must be recorded or categorized. The exact count is confirmed during your account review.
What if I exceed my monthly transaction limit?
Additional transactions or accounts may result in additional fees or a package adjustment. We'll review your activity and talk with you about the options before anything changes.
Can I upgrade my package?
Absolutely. As your business grows, your bookkeeping needs change. We can review your activity and move you to the package that fits.
Is there a contract or setup fee?
No setup fee and no long-term contract. Monthly packages are month-to-month. To cancel, give 30 days' written notice to [email protected].
Do I need my books up to date before I sign up?
Not necessarily. If your records need cleanup or catch-up work, we'll assess what needs to be completed before ongoing bookkeeping begins. Additional fees may apply. If you're behind for a full year, see Year-End Bookkeeping.
Are tax preparation and tax planning included?
No. Tax preparation and tax planning are separate services offered by Fresh Start Business Service. Your organized books make both faster and more accurate.
Does my package include payroll?
Payroll is available as an additional service and isn't included in the standard package prices. Ask about adding it during your free consultation or kickoff call.
What's the difference between financial reporting and a financial review?
Financial reports show your income, expenses and financial position. Financial reviews are meetings where we walk through those reports with you, answer questions and help you understand your activity. Reviews don't replace comprehensive tax planning or financial advisory services.
What happens after I check out?
You'll go straight to a page with your intake form and a link to book your kickoff call, and you'll get a welcome email with the same links. Once we have your information, we set up your books and start your first monthly close.
Can I talk to someone before I choose a package?
Absolutely. Book a free 30-minute consultation (Tuesday through Thursday, 10 AM to 3 PM Eastern). We'll look at your transaction volume and accounts and recommend the package that fits, with no pressure to buy.
We have more than 400 transactions a month or several entities. Can you help?
Yes. Our packages cover most businesses, and larger or multi-entity operations receive a custom scope and quote. Start with a free consultation and we'll build the plan around how your business actually runs.
Your next move
Books are step one. Here's what's next.
Let's talk about your books