Ciara Potenza | CRP Bookkeeping

Monthly Bookkeeping

Starting at $300/month**

Clean books = clear mind.

From here on out, every dollar that moves through your business will be tracked, categorized, and accounted for. Sounds excessive, I know, BUT I promise it’s worth it.

With clean, organized books, you won’t just be better prepared at tax time—you’ll also be able to make more informed business decisions and clearly track your business's growth (which is the best part).

No more guessing. No more mess. And most importantly… no more stress.

Each month, I'll send you a quick email update with easy-to-read financial reports, so you can easily see where your business stands.

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Includes:

• Income & expense tracking and categorization
• Complete maintenance of your QuickBooks Online Account
• Monthly bank & credit card reconciliations
• Easy-to-read monthly financial statements
• Sales tax tracking (if applicable)
• Quarterly tax payment tracking (if applicable)
• CPA-ready books at tax time
• Unlimited email support

Optional Add-Ons:

• Customized reporting
• Quarterly performance summaries with KPI metrics (organized summaries of your numbers)
• Monthly Loom walkthrough (review of your reports)
• Priority support

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**Services are tailored to your business, with pricing based on accounts, transaction volume, and overall complexity.

Clean Ups & Catch Ups

Starting at $2500 for 12 Months**

Books falling behind… or just really messy? That's okay, I've got you covered.

I’ll dive in, review every transaction, and get your books fully updated, accurate, and organized.

When I’m done, you’ll have clear, CPA-ready records you can rely on.

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Includes:

• Review and correction of miscategorized transactions
• Removal of duplicates and fixes for common errors
• Bank and credit card reconciliations
• Opening balance corrections (if needed)
• Chart of accounts cleanup and organization
• CPA-ready books for the cleaned period

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**3 month minimum & final pricing varies based on the condition of your books, number of accounts, and overall complexity.