Bookkeeping for Small Businesses

Know Where Your Business Stands.

Accurate, organized books give you a clearer view of your income, expenses, and business performance. Serenity Tax Consultant provides dependable bookkeeping support for business owners who want clean records, timely reports, and more confidence in their financial decisions.

Monthly Bookkeeping Cleanup & Catch Up Financial Reports

Bookkeeping Support That Fits Your Business

Your Books Should Help You Run the Business.

Bookkeeping is more than entering transactions. Your records should help you understand how your business is performing, prepare for tax filing, and stay informed throughout the year.

01

Monthly Bookkeeping

We organize and categorize your business transactions, reconcile your accounts, and maintain accurate monthly records so you know where your business stands.

  • Income and expense categorization
  • Bank account reconciliation
  • Credit card reconciliation
  • Monthly profit and loss statement
  • Monthly balance sheet
  • Organized financial records
02

Cleanup & Catch Up Bookkeeping

If your books are behind, incomplete, or inconsistent, we help organize the records and bring your bookkeeping up to date before ongoing monthly service begins.

  • Correcting miscategorized transactions
  • Reconciling prior months
  • Reviewing missing income and expenses
  • Organizing financial statements
  • Identifying incomplete records
  • Preparing books for ongoing service

Ready to bring order to your business finances?

Start Your Intake

Bookkeeping for Businesses at Every Stage

Built for the Way You Do Business.

Whether you are building your first business or managing steady monthly revenue, organized books help you stay informed, prepared, and ready for what comes next.

01

Sole Proprietors

Keep income, expenses, and business records organized while you focus on serving your clients.

02

Single Member LLCs

Maintain clear books for your LLC and make it easier to understand how the business is performing.

03

Consultants, Coaches & Freelancers

Track service income, operating expenses, contractor costs, and the financial activity behind your work.

04

Contractors & Gig Professionals

Organize income from multiple platforms, vehicle related expenses, supplies, and other business costs.

05

Agencies & Service Based Businesses

Stay current on revenue, expenses, invoicing activity, and the records needed to support growth.

06

Growing Businesses

Build consistent monthly bookkeeping systems as your transactions, accounts, team, and responsibilities expand.

Simple Monthly Bookkeeping Pricing

Choose the Level of Support Your Business Needs.

Every business has different bookkeeping needs. Choose the plan that matches your current transaction volume, account structure, and level of support.

Organized bookkeeping desk with documents, laptop, and calculator

Essential Books

$299 starting per month

For new businesses and low transaction volume.

  • Monthly bookkeeping
  • Income and expense categorization
  • Reconciliation for up to 2 accounts
  • Monthly profit and loss statement
  • Monthly balance sheet
  • Basic email support
Business team reviewing organized financial documents

Complete Books

$799 starting per month

For growing businesses needing more detailed bookkeeping support.

  • Everything in Organized Books
  • Reconciliation for up to 6 accounts
  • Up to 500 monthly transactions
  • Accounts payable and receivable tracking
  • Detailed monthly reporting
  • Monthly review call

Ready to Bring Order to Your Business Finances?

Complete the secure intake so we can learn about your business and recommend the right level of bookkeeping support.

Start Your Intake

Monthly pricing is based on the number of accounts, transaction volume, type of business, and condition of the books. Prices shown are starting prices. A final quote will be provided after reviewing your bookkeeping needs.

A Simple, Guided Process

From Unorganized Records to Clear Financials.

Our process is designed to make bookkeeping easier to understand, easier to maintain, and more useful to the way you run your business.

01

Tell Us About Your Business

Complete the secure intake so we can understand your business, accounts, and bookkeeping needs.

02

We Review Your Books

We review your records, transaction volume, account structure, and missing information.

03

Choose Your Service Plan

You receive a recommendation and clear pricing based on the support you need.

04

Receive Organized Books

Your bookkeeping is maintained and your included records are delivered according to your plan.

Questions Before You Begin?

Do I need to be caught up before starting monthly bookkeeping?

No. If your books are behind, we can review the records and recommend a separate cleanup or catch up service before ongoing bookkeeping begins.

Do you work with new businesses?

Yes. New businesses can begin with organized bookkeeping systems from the start, making it easier to track activity as the business grows.

Will I receive monthly reports?

Your selected plan will identify which records and reports are included. We will explain what you receive before service begins.

Do you prepare tax returns?

Serenity Tax Consultant provides tax preparation services separately. Organized bookkeeping records can support the tax preparation process.

Is payroll included?

Payroll support is not automatically included in every plan. It may be added separately based on your business needs.

Ready to Get Your Books Organized?

Let’s Create a Clearer Financial Picture.

Whether your books need consistent monthly attention or a complete cleanup, the next step starts with understanding your business and the records you currently have.

Schedule a Consultation

A consultation may be helpful if:

  • Your books are behind or incomplete
  • You are unsure which plan fits your business
  • You have multiple accounts or income sources
  • Your business is growing and your records need structure
  • You want organized books before tax filing