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Monthly Bookkeeping
Keep income and expenses organized with consistent monthly bookkeeping and account maintenance.
Professional • Reliable • Simple
Clear books. Confident decisions.
Simply Professional Bookkeeping helps small businesses keep their finances organized, accurate, and up to date—so you can spend less time on the books and more time running your business.
Accurate RecordsOrganized and up to date
Virtual ServiceConvenient bookkeeping support
Small Business FocusPractical financial organization
What we do
Bookkeeping Services
Flexible support designed to give business owners a cleaner financial picture and fewer bookkeeping headaches.
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Bank & Credit Card Reconciliation
Reconcile accounts and identify discrepancies so your books stay accurate and dependable.
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Financial Reports
Get clear, useful reports that help you understand where your business stands financially.
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Catch-Up Bookkeeping
Get overdue records organized and brought current with a structured catch-up process.
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QuickBooks Support
Practical help with organization, categorization, reconciliations, and bookkeeping workflows.
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Small Business Support
Dependable bookkeeping assistance tailored to your business and day-to-day needs.
Simple, transparent pricing
Choose Your Bookkeeping Package
Choose the level of support that fits your business. All prices are starting prices and may vary based on transaction volume and bookkeeping complexity.
Click a package to select it. Your selection will automatically be added to the consultation form.
Essential Bookkeeping
$500* / month
Best for: Solopreneurs and small businesses with straightforward finances.
- Monthly transaction categorization
- Bank & credit-card reconciliations
- Monthly Profit & Loss
- Monthly Balance Sheet
- Up to 2 bank/credit-card accounts
- Monthly bookkeeping review
- Email support
- Year-end books prepared for your tax professional
Professional Bookkeeping
$900* / month
Best for: Growing small businesses needing more comprehensive support.
- Everything in Essential
- Up to 5 bank/credit-card accounts
- Accounts payable tracking
- Accounts receivable tracking
- Monthly financial reports
- Monthly bookkeeping review meeting
- QuickBooks support
- Priority email support
- Quarterly financial review
Premium Business Bookkeeping
$1,500* / month
Best for: Established or growing businesses with more complex needs.
- Everything in Professional
- Up to 10 bank/credit-card accounts
- Weekly bookkeeping maintenance
- AP & AR management
- Detailed monthly financial reporting
- Monthly financial review meeting
- Cash-flow tracking
- Budget vs. actual reporting
- Quarterly financial analysis
- Priority support
- Catch-up bookkeeping assistance
- Customized bookkeeping workflow
Clean-Up Consultation
Price determined after free consultation*
Best for: Businesses with overdue, disorganized, or inaccurate books that need a customized clean-up plan.
- Free initial consultation
- Review of your current bookkeeping situation
- Assessment of transaction volume and account complexity
- Identification of catch-up and clean-up needs
- Customized scope of work
- Project price provided after the consultation
*All package prices are starting prices and may vary based on transaction volume, account count, payroll, sales-tax activity, and bookkeeping complexity.
Simply Professional means exactly that.
Your books should be organized, understandable, and handled with care. Our goal is to make bookkeeping one less thing you have to worry about.
Why choose us
Professional bookkeeping without the unnecessary complexity.
Whether you need ongoing monthly support or help getting caught up, Simply Professional Bookkeeping is built around accuracy, communication, and dependable service.
- Professional and detail-oriented bookkeeping
- Clear communication and straightforward service
- Virtual support that fits your workflow
- Bookkeeping focused on small-business needs
Getting started
A Simple Process
Getting started doesn't need to be complicated.
1
Let's Talk
Tell us about your business and what you need help with.
2
Build Your Plan
We'll determine the bookkeeping services and schedule that fit your needs.
3
Stay Organized
We keep your books maintained so you can focus on your business.
Ready to take bookkeeping off your plate?
Start by choosing a package or tell us what your business needs.
Get Your Free ConsultationGet in touch
Let's make your books simple.
Complete the form to request a consultation. Your selected package will appear automatically in the message field.
EmailPhilSires@simplyprofessionalbookkeeping.com
Phone(350) 206-9748
In-Person Services AreaSan Francisco Bay Area, Central and Northern California