For owners who want to keep their own books
Set your books up right once, then run them yourself
Not ready for a monthly bookkeeper? We'll set up your software with you on a live call, fix what's already there, and leave you with a simple monthly routine you can actually keep up with.
Keeping your own books? Tallyfinch does invoices, bank import and reports on your computer. See Tallyfinch
Two packages, flat fees
| Package | What's included | Price |
|---|---|---|
| Setup | A 90-minute video session: chart of accounts for your business, bank and card connections, categorization rules, invoice and expense setup, and a written monthly checklist. | $149 |
| Setup plus cleanup | Everything in Setup, plus we clean up this year's transactions first, reconcile your accounts, and do a 30-minute check-in after your first month on your own. | $299 |
Cleanup of more than one year, or more than 3 bank and card accounts, is quoted before we start.
Works with
QuickBooks Online, Xero, Wave, FreshBooks and Zoho Books. Not sure which to use? We'll help you choose on the call.
Comes with
- A chart of accounts that makes tax time simple
- Rules that categorize most transactions for you
- A 30-minute monthly routine, written down
- The recording of your session to rewatch
Rather hand it off completely? Monthly bookkeeping · Catch-up bookkeeping
Questions
Do you work with businesses outside New Jersey?
Yes. The setup is done by video, so it works anywhere in the US.
What if I fall behind later?
Book a cleanup, or switch to monthly bookkeeping. Your setup carries over either way.
Is this tax advice?
No. We set up and organize your books. Your tax preparer advises on taxes.
Tallyfinch
Books you keep on your own computer
Tallyfinch does invoices, bills, bank import, reconciliation and the main reports, in a file you own. $99 once, then $5 a month for updates; the app keeps working if you stop the plan. It does not do payroll or sales tax filing. The free download records up to 60 entries.
See Tallyfinch Download it free Compare the three apps