Free Estimate

Get a free price estimate for your year-end catch-up.

A few questions. An instant number for a one-time project. This is an estimate only — it can change after additional questions on a free 15-minute consultation.

How it works

Starting at $2,000. Customized to your books.

Built for one cash-basis year, up to 1,000 transactions, up to 2 bank or credit-card accounts, and one company. Extra accounts, payroll, more transactions, or extra prior years can raise the estimate.

Instant estimate after you submit — we keep your answers so we can follow up

Estimate only. Final price is confirmed on a free 15-minute call

Not a fit for accrual, inventory, or AR tracking in the books — we’ll say so up front

Takes about two minutes. No obligation. No locked price until we talk.

About you

First name

Last name

Phone

Company

Industry

Your books

Accounting basis

Do you track inventory?

Yes No

Do you need unpaid invoices tracked in the books (accounts receivable)?

Yes No

It’s fine if you send invoices. We book income from actual bank deposits. We don’t set up or reconcile AR, and we don’t use QuickBooks.

How many companies?

Bank / credit-card accounts

Up to 2 accounts are in the base price. Each account above 2 adds $250.

Transactions in the most recent year

Add up last year’s bank and card activity (every deposit and withdrawal counts as one). If you use QuickBooks, run a transaction report for the year. Most cash-basis service businesses with 1–2 accounts are under 1,000. Not sure? Pick that and we’ll confirm on the call.

What is the most recent tax year you have already filed?

This is how far behind you are. It is separate from extra prior years you may want cleaned up.

Extra prior years (beyond the most recent year)

Do you have payroll?

Yes No

How did you find us? optional

This is an estimate only. Final price can change after additional questions on a free 15-minute consultation.