Services & Pricing
We tailor our approach to your business. Whether you need ongoing monthly bookkeeping, catch-up work, or a complete rebuild, we have a solution designed for your situation.
Books You Can Build On
Choose the level of support your business needs. No hidden fees, no accounting jargon—just clean books, predictable monthly costs, and total peace of mind.
Monthly Bookkeeping
Monthly bookkeeping is an ongoing maintenance problem - and the cost of ignoring it compounds fast. Disorganized records, uncategorized transactions, and unreconciled accounts don't just create stress at tax time. They make it harder to understand your business, harder to work with a CPA, and harder to make confident decisions. This service is designed for businesses that want their books handled properly every month, without having to manage it themselves. Your accounts are reviewed, reconciled, and kept current on a consistent schedule.
This typically involves:
-
Transaction categorization
-
Bank & credit card reconciliation
-
Monthly financial reports
-
Ongoing error detection
-
Communication & support
Catch-Up Bookkeeping
Your books are behind. Catch-up bookkeeping is a time problem, not a quality problem. Your chart of accounts is set up correctly, past transactions were categorized properly - work simply stopped getting done. Whether you're a few months behind or a full year, the structure is sound and we just need to process the backlog.
This typically involves:
-
Reconciling outstanding bank and credit card statements
-
Entering and categorizing transactions that accumulated
-
Bringing accounts current so your financial are accurate again
-
Balancing old bank statements
-
Sorting out missed receipts and invoices
Clean-Up Bookkeeping
Your books need rebuilding. Clean-up is a quality problem. Something went wrong with how the books were set up or maintained - and before anything can move forward, we have to figure out what that was and correct it. This is more in-depth work that requires investigation, judgment, and sometimes tracking down missing documents.
Common signs you need a clean-up:
-
Chart of accounts is disorganized or not tailored to your business
-
Transactions are miscategorized or inconsistently recorded
-
Personal and business expenses are mixed together
-
Bank accounts have never been properly reconciled
-
Source documents - receipts, invoices, statements - are missing
Not sure which one you need?
Many business owners come to us thinking they need a catch-up when they actually need a clean-up, and often it's both.
We always assess the state of your books before quoting, so you know exactly what you're working with and what it will take to get things right.

Pricing is customized to your business
Most businesses invest approximately 1-3% of revenue into bookkeeping and accounting to maintain accurate, consistent financials. This level of investment supports clear reporting, smoother tax preparation, and more confident decision-making. It’s an investment that pays for itself in clarity, accuracy, and time.
Want a quote? Fill out this form and one of our team members will reach out.
How It Works
Our process is straightforward, transparent, and designed to get you to clean books quickly.
01
Fill out this Form
Tell us a bit about your business and what you're looking for. It'll take less than 5 minutes.
02
Free Discovery Call
We’ll talk through your business, your current books, and what you need. No pressure. It’s just a conversation to make sure we’re a good fit.
03
Review & setup
We'll assess the current state of your books and get your accounts and software set up properly. This is where we figure out exactly what you need and meet you where you are.
04
Clean up or catch up
If your books are behind or need rebuilding, we handle that first so we're starting from a solid foundation
05
Monthly bookkeeping
Each month, your books are updated, reconciled, and reviewed. You receive clean financial reports and a simple summary. No action required on your end beyond sharing any documents we might need.
06
Ongoing support
You’ll always know where things stand. We’re available for questions, work with your CPA as needed, and keep your books running smoothly in the background.
Coherent Bookkeeping provides bookkeeping services only. We do not provide tax preparation, tax advice, or legal advice. Please consult a licensed CPA or attorney for those needs