Bookkeeping for your business
Bookkeeping & outsourced accounting for small businesses
We keep track of your money, so you always know where you stand. You run your business. We handle the numbers.
- A real person you can call
- Clear monthly pricing
- Your books done every month, with a report you can read
- Made for home services businesses
Best for up to $2M in yearly sales
Bookkeeping services for small businesses
We keep your books clean and up to date every month. You always know what came in, what went out, and where you stand.
A good fit if you:
- Bring in up to $2M a year
- Do your own books now, or are behind on them
- Want a real person you can call
What’s included
Monthly bookkeeping
- A real human in the US answers when you call
- Every bank and card charge sorted into the right place
- Your books matched to your bank statements each month
- Clear reports on your numbers every month
- Books ready to hand to your tax preparer
Every plan comes with a real person you can call.
Best for $2M or more in yearly sales
Outsourced accounting services for growing businesses
It’s like having your own accounting team, without hiring one. We do the books, the reports, and the planning, so you can make smart calls with real numbers.
A good fit if you:
- Bring in $2M or more a year
- Have a team, lots of jobs, or more than one location
- Need more than bookkeeping, but not a full-time hire
What’s included
Outsourced accounting
Everything in bookkeeping, plus:
- Your books finished by the same date every month
- A full monthly package: profit, cash, and what changed
- A cash plan for the months ahead
- A yearly budget, checked each month
- Payroll for your team
- We work with your tax pro at tax time
- A monthly meeting to go over your numbers
Bookkeeping pricing
Get your bookkeeping price in 3 quick steps
Answer three quick questions. See your monthly bookkeeping price right away. No meeting or email needed.
Bringing in overOver $2M a year? See outsourced accounting pricingYour industry
Pick the one that fits your business best.
Yearly sales
About how much money does your business bring in each year?
Online bank access
Can you log in online to all of your bank, credit card, and loan accounts?
Answer all 3 steps to see your price. 0 of 3 done.
See all bookkeeping prices
| Yearly sales | Plan | Per month |
|---|---|---|
| Under $500K | Starter plan | $450 |
| $500K – $1M | Standard plan | $650 |
| $1.1M – $2M | Growth plan | $850 |
| $2M – $2.5M | Advanced plan | $1,050 |
Prices are per month and the same for every industry. Add $50 a month if only some of your accounts are online, or $100 if none are.
Over $2M in sales?
Starts atOutsourced accounting pricing
Outsourced accounting from Financial Valet starts at $1,450 per month for businesses with $2M or more in yearly sales. Your final price depends on what you need.
Everything in bookkeeping, plus:
- Books closed by the same date each month
- A full monthly report
- A cash plan for the months ahead
- A yearly budget, checked each month
- We work with your tax pro at tax time
- A monthly meeting on your numbers
Meet the founder
Real accounting & finance experience.
Robert Leonard
Founder · MBA, CMA
Financial Valet is founded by a finance professional with over a decade of experience in corporate finance, accounting, treasury, and financial reporting.
We bring that experience to growing businesses that need dependable financial information without building an in-house accounting or finance department.
- 10+Years of Experience
- MBAAccounting & Finance
- CMACertified Management Accountant
Contact
Questions? Let’s talk.
Send us an email, give us a call, or even shoot us a text!
Book a call
Pick a time to talk
Choose a day, then a time. We will call you at the number you give us.
Loading open times…