Bookkeeping for Growth.
Clear, calm, expert support for small US businesses. We introduce a simple three-part menu for your financial success: Monthly Bookkeeping Plans, One-Time Services, and Add-Ons.
Our Core Bookkeeping Solutions
The FinelyLedger Professional Advantage
Expert Clarity for Every Stage of Scaling
We provide the operational backbone your business needs, whether you require monthly bookkeeping, historical cleanups, or specialized add-ons.
Consistent Financial Clarity
Gain real-time insights into your cash flow through our tiered monthly plans, so you always know where your business stands.
Expert Confidence
Achieve audit-ready books with our one-time catch-up services and certified QuickBooks precision every month.
Structured to Scale
Offload the back-office burden with specialized add-ons and focus 100% on high-level growth strategy.
Monthly Bookkeeping Plans
Starter
Establish your foundation. Perfect for solopreneurs looking for financial clarity and a clean start without the back-office stress.
- Gain weekly categorization of all transactions
- Monthly bank and credit card reconciliations
- Peace of mind with tidy QBO files
- Monthly statements for a clear financial pulse
- Direct support access via email
- Digital receipt organization
Growth
Fuel your progress. Built for established businesses that need precision tracking to master their cash flow and maximize performance.
- Everything in Starter, plus:
- Weekly attention to reconciliations
- Full visibility with A/R and A/P oversight
- Strategic Monthly Performance Review calls
- Optimized chart of accounts for better data
- Priority response for urgent questions
- Quarterly deep-dives into your numbers
Scale
Command your enterprise. Comprehensive financial partnership for high-volume operations requiring deep insights and strategic revenue management.
- Everything in Growth, plus:
- Management across multiple locations
- Advanced categorization for complex revenue
- Weekly snapshots for continuous clarity
- Strategic cash flow and growth reporting
- CPA-ready year-end package for tax ease
- Dedicated account manager for your vision
One-Time Services
Cleanup & Catch-Up
Best for: Businesses behind on reconciliations or managing complex historical record gaps. Total confidence for audit-ready records.
- Full QuickBooks Historical Cleanup
- Total Reconciliation of Accounts
- Correction of Entry Errors
- Chart of Accounts Alignment
- Diagnostic Health Audits
QuickBooks Setup
Establish a framework for success. Clean implementation tailored to your unique business flow and reporting needs.
- Custom QuickBooks Online Setup
- Proprietary Chart of Accounts Design
- Bank & Merchant Feed Configuration
- Standardized Reporting Framework
*Pricing varies based on transaction volume and accounting complexity. Final deliverables are bookkeeping reports only; no tax prep or audits provided.
Add-Ons
Service
1099 Maintenance
Accounts Payable Support
Accounts Receivable Support
Custom Financial Reporting
Our Methodology
01
Diagnostic Audit
We begin with a deep dive into your current records, identifying gaps and untangling inconsistencies to prepare for your Monthly Plan.
02
Seamless Setup
Implementing QuickBooks with expert One-Time Services, designed to streamline your business scale.
03
Precise Management
Continuous reconciliation and reporting tailored to your core Monthly Bookkeeping Plan.
04
Strategic Scaling
Ongoing advisory and specialized Add-Ons to support your next growth phase with financial clarity.
Ready for Pure Financial Clarity?
At-a-Glance Pricing
Monthly Bookkeeping Plans
• Starter · Starting at $350/month
• Growth · Starting at $550/month
• Scale · Starting at $850/month
One-Time Services
• Cleanup & Catch-Up · Custom quote based on months of cleanup
• QuickBooks Setup & Optimization · Starting at $450 (one-time)
Add-Ons
• 1099 Preparation · $15 per contractor
• Accounts Payable Management · Custom
• Accounts Receivable Management · Custom
• Receipt Digitization & Organization · Custom
Choose the plan or one-time cleanup that fits your current growth phase. We manage the numbers so you can focus on the big picture. No tax prep, no audits—just pure financial stability.