Which Bookkeeping Service Do You Need?
It depends on where your books stand today. If they are current, monthly bookkeeping keeps them that way. If they are behind, wrong, or not set up yet, that part gets fixed first.
Take the 60-second bookkeeping quiz
Our Services
- From $300/mo
Monthly Bookkeeping
Ongoing bookkeeping, reconciled and closed every month.
Explore Monthly Bookkeeping › Catch-Up Bookkeeping
Bring months or years of unfinished bookkeeping current.
Explore Catch-Up Bookkeeping ›Clean-Up Bookkeeping
Correct and organize books that are entered but cannot be trusted.
Explore Clean-Up Bookkeeping ›Bookkeeping Setup
Set the books up correctly before the problems start.
Explore Bookkeeping Setup ›Custom Financial Reporting
Reports built around the numbers you actually need to understand.
Explore Custom Financial Reporting ›Business Growth Consulting
Use your financial and operational numbers to improve the business.
Explore Business Growth Consulting ›
Compare
Compare Our Bookkeeping Services
Which service fits depends on the state of your books today.
| Service | Best for | One-time or ongoing | Pricing | Learn more |
|---|---|---|---|---|
| Monthly Bookkeeping | Books that are current and need to stay that way | Ongoing, monthly | Flat monthly rate, from $300 | Learn More › |
| Catch-Up Bookkeeping | Books that are months or years behind | One-time project | Quoted by the amount of work | |
| Clean-Up Bookkeeping | Books that are entered but cannot be trusted | One-time project | Quoted by the amount of work | Learn More › |
| Bookkeeping Setup | A new business, or books worth starting over | One-time project | Quoted by complexity | |
| Custom Financial Reporting | Questions the standard statements cannot answer | Ongoing or add-on | Quoted by complexity | |
| Business Growth Consulting | Pricing, hiring and spending decisions | Scheduled sessions | Higher tiers, or as an add-on | Learn More › |
The split that matters is simple. Catch-up enters months that were never recorded. Clean-up corrects months that were recorded wrong. Setup builds the account before either problem exists, and monthly keeps a current set of books current.
Every Service
You Never Have To Wonder What Is Happening With Your Books
Whichever service you start with, the way we work is the same.
- You hear back the same business day
- Clear updates on what is complete
- Straightforward pricing, agreed up front
- Your books stay in an account you own
- Work reviewed and verified before it is finalized
- Reports explained clearly
Reviews
What Business Owners Say About Working With Us
Client reviews.
They caught up our books quickly! , I was trying to figure out if I should hire an assistant to help free the business. They walked me through everything, honestly such a helpful call. Left feeling like I actually knew what to do next.
Wade MarcyJune 2026Incredibly responsive team. They got back to me almost immediately and had everything knocked out in a day. The whole experience was smooth and efficient. Would definitely recommend to anyone looking for quick, reliable service.
Michael WrightJune 2026Recently, we were introduced to Matt for bookkeeping services, and our experience has been excellent. Matt has been highly responsive, engaged, prompt in his communication, and consistently professional in his approach. We’ve appreciated his attention to detail and willingness to assist, and we would not hesitate to recommend his bookkeeping services to others.
Michael TurgeonJune 2026
Getting Started
What Happens After You Reach Out?
Three steps, and the price is agreed before any work begins.
Tell Us What Is Going On
A few sentences about the business and where the books stand. That is enough to start.
We Talk It Through
A short call about how the business runs and what the books need to show you. If they need a look first, we say so.
You Get A Clear Recommendation And Price
Which service fits, what it costs, and what happens first, in writing.
You do not need to know which service you need before reaching out. Working that out is what the call is for.
Pricing
Monthly Bookkeeping Starts At $300 A Month
Every other service is quoted before it starts, so you know the number first.
- Monthly bookkeeping starts at $300 per month
- Monthly pricing is flat, never hourly
- Catch-up and clean-up are quoted by the amount of work
- Setup and reporting are quoted by complexity
- Pricing is agreed before work begins
Industries
Bookkeeping for Owner-Led Service Businesses
How you get paid changes from trade to trade. So does the way your books have to be set up.
- Contractors
- Real Estate Professionals
- Auto Service Businesses
- Cleaning Companies
- Pet Businesses
- Agencies
- Health And Wellness Businesses
- Consultants
FAQ
Bookkeeping Questions, Answered
Straight answers, including the ones where the answer is no. If yours is not here, ask it directly.
Ask Your Question ›Six. Monthly Bookkeeping is the ongoing service. Catch-Up Bookkeeping is for books that are behind, and Clean-Up Bookkeeping is for books that are wrong. Bookkeeping Setup is for new accounts, Custom Financial Reporting is for deeper numbers, and Business Growth Consulting is for using those numbers in decisions. All six run in one accounting platform only.
Catch-up is for months that were never entered: the work is rebuilding missing periods until the books are current. Clean-up is for months that were entered wrong. The books look up to date, but the numbers are not right. Income is lumped together, direct costs sit in overhead, or card deposits were recorded after fees instead of before. Behind gets caught up; wrong gets cleaned up. Books can be both, and then the missing months are built first.
Foundation Monthly Bookkeeping starts at $300 per month. The rate is flat and set by transaction volume and complexity, never by the hour. Your rate comes out of a short call about the business, and sometimes a look at the books as well.
Yes, and it is one of the most common ways clients arrive. Nothing changes until you have a price and agree to it, so you can talk to us while someone else is still doing the books. Whatever you decide, make sure the accounting subscription is in your own name, because that is what keeps the records yours.
Yes. Catch-Up Bookkeeping rebuilds the missing periods, categorizes the history and reconciles it until the books are current, however far back that goes. Then monthly service takes over so it does not happen again.
Yes. Bookkeeping Setup builds the account from scratch. A chart of accounts that fits how the business earns, bank and processor connections, categorization rules, and a monthly close workflow. The books start correct instead of needing a clean-up later.
No. Equipped is a bookkeeping company, not a CPA or tax firm. What you get is clean, reconciled books your tax preparer can file from.
No. Payroll runs through your payroll provider. Where scope allows, Equipped reconciles those payroll transactions so wages land in the books correctly.
Yes. Coordinating with your tax preparer is part of the monthly service. The person filing your return starts from reconciled books, not a folder of receipts and a year of questions.
The first step is a short call about the business, and the price comes out of that. How fast the work moves depends on what the books need, so we do not promise a start date. Nothing begins before you have a price.
Yes. Equipped works remotely with owner-led service businesses in all 50 states. Communication is by email, text or phone.
Not Sure Which Bookkeeping Service You Need?
Tell us what is happening with your books, or take the short quiz and we’ll point you toward the right service.