Our Packages
Monthly Services
You’ll sleep better knowing the numbers are in good hands—and your mind stays as balanced as your ledger.
Freelancers or Small LLC’s making less than $100k/year who need reliable, clean books and a quick snapshot of financial health each month.
Switching from hourly bookkeeping to a predictable monthly retainer lets you budget with confidence, eliminates surprise invoices, and gives us the bandwidth to spot trends before they become problems. You get proactive care, not just reactive fixes.
What’s Included:
- Monthly Check‑In – One 30‑minute video/phone meeting to review reports and answer questions.
- Monthly Reconciliation — Match accounting software to the bank register
- Transaction Processing – Categorization of up to 150 transactions per month.
- Core Financial Reports – Monthly Profit & Loss Statement & Balance Sheet.
Onboarding fee is equal to one month’s fee. This is added as an additional charge on your first invoice.
Balanced books, balanced mind—let’s grow together, one clean ledger at a time.
Growing S‑Corps or LLCs that need a little extra tax foresight and sales‑tax compliance while still keeping bookkeeping simple.
A fixed monthly fee bundles bookkeeping, tax planning, and sales‑tax support into one predictable cost, freeing you to focus on scaling your business instead of juggling spreadsheets. Proactive tax estimates mean fewer year‑end scrambles and more cash flow control.
What’s Included:
- Everything in Freelancer, plus:
- Expanded Transaction Processing – Unlimited transactions per month.
- Quarterly Tax Estimates & Planning – Forecasts and guidance to keep tax surprises at bay.
- Sales Tax (VAT) Support – Assistance filing and reconciling sales‑tax obligations.
- Monthly Check‑In – One 30‑minute meeting.
Onboarding fee is equal to one month’s fee. This is added as an additional charge on your first invoice.
With Grove, your finances become a compass, guiding you toward sustainable success.
Established businesses ready to make data‑driven decisions, secure funding, or optimize tax positions—anyone who wants CFO‑level insight without hiring a full‑time executive.
By bundling high‑touch advisory with bookkeeping, the C-Suite package turns routine numbers into strategic insights. Predictable monthly costs let you allocate resources wisely, while continuous KPI monitoring uncovers opportunities before competitors do.
What’s Included:
- All Growth features, plus:
- Strategic CFO Advisory – KPI tracking, tax‑minimization strategies, grant & donor tracking, cash‑flow forecasting, and actionable financial roadmaps.
- Custom and Clean Reporting
- Priority Support – Faster response times and a dedicated point of contact.
- Monthly Check‑In – One 60‑minute meeting
Onboarding fee is equal to one month’s fee. This is added as an additional charge on your first invoice.
One-Off Projects & Add-ons
- We are currently only preparing tax returns for individual filings. Please inquire for more details.
- Flat rate pricing that’s based on scope, not hourly
- Actual cost will depend on # of transactions, # of bank accounts, # of months to be cleaned, and complexity.
- Includes a deep dive into the current status of your books:
- Transaction Categorization
- Account Reconciliation
- Chart of Accounts Audit and Optimization
- Secure and Privacy-Prioritized File Sharing
- Clean and categorized books
- A judgement free space
- We can cleanup your books in Intuit Quickbooks, Xero, and GnuCash
- Walk away with tax ready books!
- Flat rate pricing that’s based on scope, not hourly
- Actual cost will depend on # of transactions, # of bank accounts, # of months to be cleaned, and complexity.
- Chart of Accounts – Custom-built for your business and for clean, accurate reporting
- Integration Configuration
- We can make sure your third-party integrations are set up and routed correctly so that you’re reporting is smooth and accurate. This is perfect for services like Square, Stripe, Paypal, Clover, Gusto, etc.
- A Monthly Bookkeeping Checklist
- We’ll meet with you to make sure you understand how your financials will run so you can understand how your business is performing!
- We are able to set you up in Xero, Quickbooks Online, and GnuCash
- New and current clients needing a deep dive, a fresh start, or a specific compliance task—perfect for seasonal spikes or major transitions.
- One‑off projects give you expert-level results exactly when you need them, without committing to a long‑term retainer.
- You get focused attention, clear outcomes, and the flexibility to scale later.
Ready to learn more? Reach out and we can help!
Frequently Asked Questions
Sustainable bookkeeping can look different for every company. However, some examples that can apply to most companies include paper-less statements, reducing AI-powered automation, and conscious cloud-based software solutions. We strive to provide an eco-friendly accounting service however we can. We use Ecosia, a browser that plants trees with every search and is powered by renewable energy. We also work with Climate First Bank, a financial institution that invests in renewable energy and has no fossil fuel investments in its portfolio.We also love to talk to our clients about small changes that can make their business more green!
We love to work with small businesses who are putting in the work to make positive change in a world where big businesses can be very suffocating. That’s why we work with companies focused on building community, sustainability, climate action, crafts, thrift stores, reuse centers and other businesses that share these values.
Our founder, Trevor, has worked at too many companies that just see their clients as a dollar sign. This trickles down into how they are treated and how much care goes into the work for each client. We take time to make sure your books are done right and done well. By prioritizing people first over profit we can deliver a more personalized service to our clients leading to more conversations about what their business needs and how we can help.
Data Privacy is one of our core founding values. We take it incredibly seriously. At Keeping Up Accounts, LLC we use Proton for document storage and sharing, email, scheduling, and more. Proton does not read, sell, or share data its users data. By opting out of using services like Google, we can better ensure that our clients’ data is kept private. Proton is just the start, we carry our vale of data privacy into everything we do to the best of our ability.