Bookkeeping
Personal & Household Bookkeeping
Personal & Household Bookkeeping That Keeps Life Organized
You deserve simple, honest financial support for your home and personal life. We help keep your records organized, your accounts current, and your paperwork easy to manage so you can feel confident about where you stand.
Managing household finances can become overwhelming when accounts, bills, receipts, tax documents, and older records start piling up. Our personal and household bookkeeping service brings everything together into a clear, structured system that is easier to maintain month after month.
What we do
Personal bookkeeping
Our full-cycle personal bookkeeping service keeps your financial records accurate through careful categorization, monthly reconciliations, and clear reporting. We help you understand spending, monitor account activity, and maintain organized records across your household finances.
Document digitization
We scan and OCR financial paperwork such as statements, invoices, receipts, notices, and tax documents into a searchable digital library. We can also convert older records into spreadsheet-ready or importable data files to make historical information easier to review and use.
Catch-up and clean-up
If your records are behind, incomplete, or spread across multiple sources, we can bring them current through a focused clean-up project. This service is designed to restore order, correct inconsistencies, and help you move forward with reliable records.
Who it’s for
This service is a strong fit for individuals, couples, households, retirees, and people managing more than one account or source of financial paperwork. It is especially helpful when you want better visibility into spending, cleaner files for tax season, or a more organized system for ongoing recordkeeping.
The Three Tiers
Essentials — $125/mo
Monthly categorization, reconciliations for simple household finances, and basic reporting.
Plus — $225/mo
Up to 5 accounts. Monthly financial statements. Monthly budget vs. actual review. AP/AR management. Priority sales tax filing. 24-hour response guarantee. Built for households with active vendor and customer workflows that need tighter reporting cadence.
Executive — $350/mo
High-touch support for more complex households with multiple accounts, records, and reporting needs.
All tiers include physical document scanning and digital dashboard upload allowances that scale with your plan.
Prior-Period Work
Your flat-rate plan covers all bookkeeping from your service start date forward. Any work required to bring prior accounting periods current — transaction categorization, historical reconciliation, document processing, or data collection for dates before your start date — is billed hourly at $45/hr under our Catch-Up & Clean-Up service. A written estimate is provided before any prior-period work begins. As a courtesy, prior-period balances may be paid in installments over 3 to 6 months.
Annual Prepay
Clients who pay annually receive a 10% discount on any tier, with the rate locked for the full year.