Limited recurring capacityMonthly services starting at $595
Accurate recordsConsistent reportingLimited capacityProfessional access
Designed around your business
Keep your books organized so you can keep your attention on the business.
Professional bookkeeping is for owners who need dependable financial organization—not another task on their list.
Books maintained consistently each month
Accurate bank and credit-card reconciliations
Organized records for your CPA or tax professional
A clearer understanding of financial position
Convenient virtual service and professional support
Optional local meetings when appropriate
Monthly bookkeeping options
Choose the level of support your business requires.
All prices are starting rates. Final pricing is confirmed after reviewing transaction volume, accounts, complexity, reporting, record condition, and requested services.
Essential Bookkeeping
Dependable monthly bookkeeping for straightforward service-based businesses.
$595starting monthly
✓Monthly transaction categorization
✓Bank and credit-card reconciliation
✓General ledger maintenance
✓Monthly Profit & Loss Statement
✓Monthly Balance Sheet
✓Electronic document management
✓Year-end bookkeeping package for your tax professional
✓Virtual client support
Best for: Small businesses with relatively uncomplicated monthly financial activity.
If your bookkeeping has fallen behind, you do not have to remain behind. Historical review, categorization, reconciliations, chart-of-accounts review, inconsistency correction, missing-information identification, and updated reporting may be included.
Provide basic, non-sensitive information about your business, bookkeeping needs, and preferred timeframe.
02
Needs review
We evaluate service fit, complexity, and current recurring-client capacity.
03
Recommendation
If the engagement appears suitable and capacity is available, we provide the recommended service and next steps.
04
Secure onboarding
Accepted clients complete an agreement and secure virtual onboarding before any financial records are exchanged.
05
Monthly maintenance
Your books are maintained according to the scope and service level established in your agreement.
Why we limit client capacity
Limited availability. Personalized service.
Bookkeeping requires consistency, accuracy, attention to detail, and professional oversight. Elite intentionally maintains a limited recurring client roster rather than operating as a high-volume provider.
When openings are available
Qualified prospective clients may be invited to begin onboarding.
When capacity is full
Prospects may remain on the Priority List and will be contacted when an appropriate opening becomes available.
Joining the Priority List does not guarantee acceptance or create a client relationship.
Good business relationships grow through trusted referrals.
When a current bookkeeping client refers a business that is accepted, signs a recurring bookkeeping agreement, and pays its first recurring invoice, the referring client receives a 50% credit toward one eligible monthly bookkeeping invoice.
View referral reward terms
One qualifying referral earns one 50% recurring-bookkeeping credit.
Credits do not apply to cleanup work, setup fees, consulting, advisory, or other Elite services.
The referred business must become an active, paying recurring bookkeeping client.
Credits are applied after eligibility requirements are satisfied, have no cash value, and cannot produce a negative invoice.
Multiple credits are applied to separate future billing periods. Program terms and availability may change.
Example: A client paying $795 per month would receive a $397.50 credit toward an eligible invoice.
Frequently asked questions
What to know before joining.
Are services completely virtual?
Our model is virtual-first. Most work, communication, and meetings are remote. In-person meetings may be arranged by appointment when appropriate, subject to location and professional meeting-space availability.
Do you have a walk-in office?
No. In-person meetings are scheduled by appointment and may take place in reserved professional meeting space.
Does joining guarantee acceptance?
No. Acceptance depends on service fit, complexity, available capacity, and mutually agreeable engagement terms.
Are the listed prices guaranteed?
No. They are starting prices. Final pricing reflects volume, accounts, complexity, entities, receivables, payables, reporting, integrations, existing-record condition, and additional services.
Can you work with my CPA or tax professional?
Yes. Organized financial information can be provided to your CPA or tax professional when needed and authorized.
Do you prepare tax returns?
Tax preparation is not included in standard monthly bookkeeping unless expressly provided under a separate written engagement.
What if my books are behind?
Catch-up and cleanup services begin at $1,000 and require a separate review before final pricing.
Join the Bookkeeping Priority List
Ready to be considered for an upcoming opening?
Share basic information so we can evaluate potential fit. This preliminary inquiry does not create a client relationship.
Protect your information.Do not submit or email bank statements, account numbers, login credentials, Social Security numbers, tax IDs, or other financial documents. Accepted clients will receive separate secure-onboarding instructions.
Professional bookkeeping. Personal access.
Organized financial records— wherever you do business.
Virtual-first service, optional in-person meetings by appointment, transparent starting rates, and intentionally limited recurring capacity.
Elite Business