Attorneys
Cash-basis law practices that billed all year and have not touched the books since January.
Catch-Up Bookkeeping
Catch-up bookkeeping when your books are behind.
Catch-up bookkeeping here is Year-End Cleanup: up to 12 months, done within 1 week (5 business days) of receiving all documents and account access, starting at $750. Quarterly Financials and Monthly Financials are available on the same tiers. Founder-delivered · 7 years in professional bookkeeping · 60+ businesses served nationwide.
Who It's For
Cash-basis service businesses, including realtors.
Year-End Cleanup, Quarterly Financials, or Monthly Financials. Your CPA files from the package.
Marketing & creative
Agencies and independents who need a reconciled year, not another software login.
HR & recruiters
Consultants and recruiting firms on cash basis who want tax-ready financials before the CPA asks.
Real estate agents
Owner-operators who need last year’s deposits and expenses cleaned up for tax prep. Realtor packages.
Dental, vet & chiro
Owner-run practices on cash basis — dental, veterinary, and chiropractic — a year (or more) behind.
What's Included
Year-End Cleanup starting at $750.
Same tiers for realtors and every other cash-basis business. Use the calculator for a starting price on your books. It is an estimate only.
Solo
Starting at$750
1–2 accounts. Up to 75 transactions a month. Up to 12 months.
Growing
Starting at$1,050
3–4 accounts. Up to 150 transactions a month. Producer tier for realtors.
Established
Starting at$1,600
5–6 accounts. Up to 250 transactions a month. Team lead or broker tier for realtors.
Done within 1 week (5 business days) of receiving all documents and account access. Your flat fee depends on accounts, transactions, and how messy the books are. We confirm it on a free 15-minute call. Medical, dental, and other higher-volume offices are custom-quoted on a free 15-minute call. Backlog beyond 12 months is starting at $75 per month. A 3-business-day rush is 25% more when the schedule allows. Quarterly Financials starting at $250 per quarter. Monthly Financials starting at $175 a month. No hourly billing.
Not a Fit
We will say so before any work starts.
If the file sits outside this list, we will say so on the call.
One list, every package
Out of scope: accrual basis, inventory, invoicing/AR tracking, job costing, payroll, tax filing/estimates/1099 filing, and trust/escrow. Sending invoices is fine — we book income from bank deposits.
Route to Trident
Insurance agencies route to Trident, Ryan’s insurance-agency firm.
Still deciding?
Read the FAQ
Cost, timeline, and the CPA handoff are on the FAQ.
Closing this year so your CPA can file? See year-end bookkeeping. Realtors can start at realtor bookkeeping. If you are a CPA sending a client, we never take the tax engagement. If your client wants ongoing monthly or quarterly books, we keep them and send you the package; the client stays yours. See how the handoff works.
Get a Number
See the estimate, then book 15 minutes.
The calculator is an estimate only. The call confirms fit and the flat fee.