The Monthly Index

Consistent, accurate books shouldn’t be a luxury—they should be your norm. Our monthly upkeep service includes daily and weekly updates to keep your QuickBooks organized and current. We handle transaction categorization, account reconciliation, and deliver clean financial reports you can rely on. It's the ongoing structure your business needs—quietly maintained, always in motion, and ready when you are.

Starter

$500/month

  • Low transaction volume (up to 100 monthly transactions)

  • Simple income/expense structure

  • Weekly categorization & recconciliations

  • Monthly financial reports

  • Email support

Client Profile: Solopreneurs, consultants, low-volume service providers

Growth

$900/month

  • Moderate transaction volume (101-250 monthly transactions)

  • Multiple accounts or payment platforms

  • Daily/weekly updates

  • Monthly financial reports + cash flow insights

  • Monthly check-in call

Client Profile: Growing trades or service-based businesses, small teams

Established

$1,500/month

  • Higher transaction volume (251-500 monthly transactions)

  • Possible payroll, job costing, or inventory

  • Multi-account reconciliation

  • Custom reporting (by class, project, etc.)

  • Email + priority support

Client Profile: Multi-channel businesses, larger ops, light inventory

Executive

$3,500/month

  • Complex structures or departments (501-1,000+ monthly transactions)

  • Advanced tracking (e.g. job costing, cash flow modeling)

  • CFO-level reporting

  • Weekly strategy or reporting calls

  • Optional team integration (Slack, Notion, Asana, etc.)

Client Profile: High-volume, multiple accounts/entities, job costing