Services

Everything to keep your books clean, current, and decision-ready.

One monthly engagement does the core work. Add only what your business actually needs — nothing it doesn't.

Book a discovery call →
01QuickBooks ProAdvisor
02Reports in your hands by the 10th
03Remote-friendly, nationwide
THE CORE ENGAGEMENT

Monthly bookkeeping.

The work that keeps everything else possible. Done quietly in the background, on a predictable rhythm, so your books are always current and you always know where you stand.

Ivory Balance Books bookkeeper preparing monthly financial reports for a small business
01

Categorization & reconciliation

Every transaction sorted and every account reconciled — so the numbers are right, not roughly right.

02

Monthly financial reports

A P&L, balance sheet, and cash summary delivered by the 10th of each month, written to be clear and decision-ready.

03

Direct access to your bookkeeper

A real person who knows your books by name. When you reach out, you talk to someone who already knows your business, not a call center.

04

1-business-day response

Email a question, hear back the next business day. Every time.

05

Year-end tax package

Clean, organized books handed to your CPA in a package they can file from without a single follow-up.

Tailored add-ons

Add only what your business needs.

Every business is built a little differently. Add any of these to your monthly plan, and leave the rest.

06 ADD-ONS
01+

Historical cleanup

Behind on the books? We rebuild and reconcile prior months — or years — until everything is current and CPA-ready.

02+

Payroll

Run payroll without the headache — and we register your business for payroll in every state your team works from.

03+

Sales tax filing

We track what you owe across every jurisdiction and file on time, so you are never scrambling before a deadline.

04+

1099 filing

We prepare and file 1099s for your contractors accurately — and well before the January deadline.

05+

Receipt management

Send us the receipts; we capture, match, and file them against every transaction. Audit-ready, all year.

06+

E-commerce integrations

Selling through Shopify, Stripe, or a marketplace? We connect your platforms so sales, fees, and payouts flow into clean books automatically.

Questions, answered

Before you book.

01How much does a bookkeeper cost?+

Our monthly plans start at $350/month. The exact price depends on your number of accounts, your monthly transaction volume, and any add-ons you choose, such as payroll, sales tax filing, or e-commerce integrations. We start with a 15-minute discovery call to talk through your business, then I send a custom proposal. No tiers to qualify for, and no surprises.

02What's included in monthly bookkeeping?+

Every monthly engagement includes categorization and reconciliation of all your accounts, monthly financial reports (profit & loss, balance sheet, and a cash summary) delivered by the 10th of each month, direct access to your bookkeeper, a one-business-day response guarantee, and a clean year-end tax package ready to hand to your CPA.

03Do you work with my CPA or accountant?+

Yes, and we make their job easy. We keep your books clean and current all year, then deliver an organized year-end package your CPA can file from without a round of follow-up questions. If you don't have a CPA yet, we're happy to point you toward one we trust.

04What types of businesses do you work with?+

We specialize in service-based and product-based small businesses, including agencies, coaches and creators, real estate and construction, health and wellness practices, tech and SaaS companies, and e-commerce and online stores. If you've outgrown spreadsheets and want your books handled by someone who actually knows them, we're likely a fit.

05Do you file my taxes?+

We don't file income taxes. That's your CPA's role, and we work hand-in-hand with them. What we do is keep your books so clean and organized that tax time stops being stressful. We can also handle sales tax filing and 1099s as add-ons, which are separate from your annual income tax return.

06My books are a mess. Can you still help?+

Absolutely. This is one of our most common starting points. Our historical cleanup add-on rebuilds and reconciles your prior months (or years) until everything is current and CPA-ready. Once you're caught up, your monthly plan keeps it that way.

07Do you work with online stores and e-commerce?+

Yes. If you sell through Shopify, Stripe, or a marketplace, our e-commerce integration add-on connects your platforms so sales, fees, and payouts flow into clean books automatically — no more untangling deposits at month-end.

From a client
Ivory Balance Books is so communicative, easy to reach, and always on top of things. For the first time, I actually understand my numbers and feel ready to make decisions.
B
Brittany M.
Marketing agency owner
One plan, tailored to you

Starting at $350/month

Your price reflects your accounts, transaction volume, and the add-ons you choose. We start with a 15-minute discovery call to talk through your business, then I send a custom proposal. No tiers to qualify for, no surprises.

Book a discovery call → 15 MINUTES · NO OBLIGATION

LET'S TALK

Hand off the books

Take back the month.

A bookkeeping & accounting practice for growing businesses who want decision-ready books. Personal by design.

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