Bookkeeping & Monthly Accounting
Books that are ready for tax season instead of a shoebox in April. We keep your records clean and categorized month to month, priced by transaction volume so you pay for the support your business actually needs. When it is time to file, everything is already where it should be.
Free. No commitment. We assess your situation in 15 minutes.
In short: Monthly bookkeeping starts at $295 per month, priced by transaction volume: transaction categorization, bank reconciliation, and monthly financial statements, with Xero and QuickBooks support. Clean books also flow directly into your business tax return at year-end, prepared by the same Enrolled Agent firm.
What's Included
- Monthly categorization and reconciliation
- Financial statements
- Annual clients: the first Form 1099 filed free
Timeline: Monthly, on an agreed close cadence.
Not included:
- Tax return preparation (separate)
- Payroll
- Sales-tax filing
- Prior-period cleanup (billed separately)
- For the Essentials tier, a cloud-accounting subscription (you bring your own)
Bookkeeping That Gives You a Clear Financial Picture
Too many business owners treat bookkeeping as an afterthought, something to deal with at tax time. The result is a scramble to reconstruct months of transactions, missing receipts, and financial statements that do not reflect reality. This approach costs more in the long run, both in accounting fees and in the business decisions made without reliable data.
Our bookkeeping service is designed to prevent that cycle. We maintain your books on a monthly basis, reconciling every account, categorizing every transaction, and delivering financial statements that you can actually use to understand how your business is performing. When tax season arrives, your records are already prepared, which means a faster, less expensive tax engagement.
If your books are currently behind, we offer cleanup services to bring your records up to date before transitioning to ongoing monthly maintenance. We assess the scope of the cleanup during our initial review and provide a clear timeline and cost before beginning any work.
Every Tier Includes
- Monthly bank and credit card reconciliation
- Transaction categorization and entry
- Monthly Profit & Loss statement
- Monthly Balance Sheet
- Access to records through secure Client Portal
- Coordination with your tax preparer at year-end
- Dedicated point of contact for questions
Bookkeeping Tiers
Choose the tier that matches your monthly transaction volume. We will recommend the right fit during your initial review.
Essentials
0-100 transactions/month
$395$295/month
Ideal for small businesses that keep their own accounting software.
- Bank and credit card reconciliation
- Transaction categorization
- Monthly P&L + Balance Sheet
- Runs in your own QuickBooks or Xero
- Secure Client Portal access
Growth
101-250 transactions/month
$595$495/month
Growing businesses that want their software and reporting handled for them.
- Everything in Essentials
- Managed cloud-accounting subscription included
- Receipt management
- Expense tracking and reporting
- Monthly financial review call
Scale
251-500 transactions/month
$795/month
Established businesses whose transaction volume has outgrown the Growth band.
- Everything in Growth
- Higher-volume reconciliation
- Class or location tracking
- Quarterly performance review
- Priority support
Enterprise
501+ transactions/month or multi-entity
$1,195/month
High-volume or multi-entity businesses that need controller-level support.
- Everything in Scale
- Multi-entity consolidation
- Dedicated account manager
- Custom reporting and dashboards
- Controller-level oversight
New-client pricing through August 31, 2026. No setup fee, and annual (prepaid) clients get their first Form 1099 filed free, plus a 10% discount for paying annually.
Additional Bookkeeping Services
Cleanup / Catch-Up Bookkeeping
For businesses with delinquent or messy books that need to be brought up to date. We reconcile accounts, categorize transactions, correct errors, and produce accurate financial statements for each month of backlog. This work is completed before transitioning to ongoing monthly service.
$395 per month of backlog, $1,250 minimum, quoted after a sample review
Retainer Packages with Bookkeeping Included
For businesses that need bookkeeping bundled with tax preparation and advisory services, our retainer packages offer comprehensive coverage at a predictable monthly cost.
| Feature | Compliance Guard | Growth Partner | E-2 Investor | E-Commerce Shield |
|---|---|---|---|---|
| Monthly Price | $595 | $895 | $1,595 | $1,275 |
| Monthly Bookkeeping | Up to 150 txns | Up to 300 txns | Included | Included |
| Quarterly Financials | Included | Included | Included | Included |
| Annual Business Tax Return | Included | Included | Included | Included |
| Annual Personal Tax Return | Add-on | Add-on | Included | Add-on |
| Sales Tax Filing | Add-on | 1 state | Add-on | Up to 5 states |
| Quarterly Strategy Calls | N/A | Included | Included | Included |
| Annual Tax Planning | N/A | Included | Included | Included |
| Attorney Coordination | N/A | N/A | Included | N/A |
All retainer packages include a 10% discount for annual prepayment.
Frequently Asked Questions
Common questions about this service area.
Related Guides
Learn more about this topic with our in-depth guides.
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Read GuideSmall Business Tax Guide
Complete guide to small business taxes: entity types, deductions, estimated payments, and bookkeeping best practices.
Read GuideRelated Services
Explore other ways we support our clients.
Individual Tax Services
Personal tax return preparation that pairs naturally with clean, current bookkeeping records.
Learn MoreBusiness Tax & Compliance
Annual tax return preparation that builds on the clean financial records maintained through bookkeeping.
Learn MoreCross-Border & International Tax
FBAR, FATCA, and international reporting for businesses with cross-border financial activity.
Learn MoreIRS Tax Resolution & Representation
Proactive IRS monitoring, penalty abatement, and tax debt resolution by an Enrolled Agent.
Learn MoreE-Commerce & Amazon Seller Services
Specialized bookkeeping for e-commerce businesses with high transaction volumes and multi-channel sales.
Learn MoreGet Your Books in Order
Submit your information and we will assess your transaction volume, current state of records, and recommend the right tier for your business.
“Arc & Ledger provided exceptional service, making my tax preparation seamless and stress-free.”– Christian S., Google Review
We are scheduling new engagements from September 15.
Both reach the same Enrolled Agent review. After either one, you'll receive a secure Client Portal invitation to upload your documents.