Bookkeeping Service Packages
We offer simple bookkeeping packages designed to meet you where you are and help you grow. Whether you need clean, consistent transaction tracking or full monthly reporting and support, each package provides accurate bookkeeping, clear financial visibility, and dependable monthly delivery. We’ll give you our honest opinion of the level of support you need. Then, we take care of the rest — so your finances stay organized, reliable, and stress-free.
YOU NEED MORE THAN JUST A SPREADSHEET
You need a trustworthy approach to bookkeeping that brings clarity to your numbers and consistency to your books — not just transaction tracking, but accurate, thoughtful work that helps you feel in control month after month.
At TrueBooks, we deliver simple, reliable bookkeeping that gives you confidence in your finances — so you can stop getting lost in the details and start working on your business, not in it.
Your path to true + accurate books
-
01: Inquire
Share your info
Complete your inquiry form & schedule your Discovery Call so we can understand your business, current bookkeeping setup, and what clarity would look like for you.
-
02: Align
On the right setup for you
We review your needs together, confirm the appropriate level of support, and complete onboarding by connecting accounts, gathering documents, and setting your books up correctly, from the start.
-
03: Maintain
Clean & accurate books
Using consistent monthly systems, TrueBooks will record transactions, reconcile accounts, and keep your books organized and CPA-ready for you behind the scenes.
-
04: Deliver
Clarity you can use
You receive clear financial reports you can trust, providing you ongoing visibility into your business and the confidence to make informed decisions.
Clarity Package - $425/mo
-
Monthly transaction recording: so you always know where your money is going.
Monthly Preliminary Profit & Loss statement: so you can see your financial performance at a glance.
Receipt Tracking & Storage: will give us context for your expenses without having to bother you for it.
-
$425/mo with a 6-month commitment. Auto-billed each month. Subject to start-up fees below.
Client is responsible for QuickBooks Online subscription.
Control Package - $650/mo
-
Monthly transaction recording: so you always know where your money is going.
Monthly Preliminary Profit & Loss statement: so you can see your financial performance at a glance.
Receipt Tracking & Storage: will give us context for your expenses without having to bother you for it.
Bank Reconciliation: ensures every dollar in your reports matches your actual accounts, so your financial reports are accurate, complete, and CPA-ready.
Monthly Report Video: where we review your P/L and Balance Sheet to help you understand trends and forecast for the future.
-
$650/mo with a 6-month commitment. Auto-billed each month. Subject to start-up fees below.
Client is responsible for QuickBooks Online subscription.
Confidence Package - $750/mo
-
Monthly transaction recording: so you always know where your money is going.
Monthly Preliminary Profit & Loss statement: so you can see your financial performance at a glance.
Receipt Tracking & Storage: will give us context for your expenses without having to bother you for it.
Bank Reconciliation: ensures every dollar in your reports matches your actual accounts, so your financial reports are accurate, complete, and CPA-ready.
Monthly Report Video: where we review your P/L and Balance Sheet to help you understand trends and forecast for the future.
A/R Monitoring: so you aren’t chasing down late payments, MIA clients, and can get paid ON TIME.
Project Profitability Tracking: can help you understand what products and services you offer are your money-makers, and which clients you’re making and losing money on.
Monthly 30-minute Call: to make sure we have dedicated time to review your numbers, ask questions, and stay aligned on what’s happening in your business.
-
$750/mo with a 6-month commitment. Auto-billed each month. Subject to start-up fees below.
Client is responsible for QuickBooks Online subscription.
Onboarding + Startup Fees
-
$500 One-time setup to review, organize, and align your existing QuickBooks file with our systems for smooth ongoing service.
For companies who already use QuickBooks Online.
-
$1,500 One-time Full QuickBooks Online setup, including account configuration and structure, to establish a clean starting point.
For companies brand-new to QuickBooks Online.
Additional Services
-
A one-time cleanup to fix errors, reconcile accounts, and organize historical data so everything is accurate and up to date.
$1,200 one-time fee
-
We create a customized budget based on your business goals and past performance, then track results monthly to help you stay aligned and make informed decisions.
$300 setup with $150/month after
What People Are Saying
“TrueBooks has helped free up far more time for learning and developing my own unique capabilities. Practice what you preach by getting out of that swim lane and hire an experienced bookkeeper who will, at the very least, free up 5 hours per week (20 hours per month) of your time.”
— Preston, owner of Get TPA Fit
OUR SERVICES ARE…
You run a leadership coaching business with recurring or program-based revenue
You want your finances consistently maintained so you can stay focused on clients, programs, and impact
You value clean systems and clear communication more than quick fixes
You want monthly financial reports that help you understand how your business is actually performing
You’re open to proven processes and comfortable collaborating when context or clarification is needed
You see financial organization as part of being a responsible leader and business owner
You want a long-term bookkeeping partner — not just someone to “keep the lights on”
A right-fit if:
Your business isn’t yet generating enough stability to support an ongoing monthly service
Financial organization and stewardship aren’t a current priority
You’re not ready to fully share or review the financial side of your business
You genuinely enjoy managing your own bookkeeping and have the time to do it well
You’re looking for an all-in-one provider to handle bookkeeping, taxes, and financial planning
You want reports delivered without discussion, guidance, or insight into what the numbers mean
You’re seeking the lowest-cost option rather than long-term accuracy and consistency
Not a good fit if:
Frequently Asked Questions
-
We provide monthly bookkeeping services designed to keep your business accurate, up to date, and easy to understand. This includes transaction recording, account categorization, bank and credit card reconciliation, monthly financial reports, and ongoing support to ensure everything stays clean and consistent.
-
Getting started is simple. Reach out through our inquiry form or schedule a call—we’ll walk you through the next steps and answer any questions along the way.
-
No. Our bookkeeping services do not replace your traditional CPA services. We are not a licensed CPA firm.
We will neatly prepare all bookkeeping documents so they are CPA-ready.
-
We specialize in working with owner-operator leadership coaching businesses.
-
We use transparent, flat monthly pricing based on the level of service your business needs. Each package includes a clearly defined scope, so you always know what’s covered and what to expect—no hourly billing and no surprise fees. This approach allows us to work proactively, keep your finances consistent, and focus on delivering reliable results month after month.
-
We’re designed to be as hands-off as possible. Once onboarding is complete, we take care of the ongoing details with minimal input required from you. Our systems are built to run quietly in the background while keeping everything accurate, organized, and on schedule. You’ll receive clear updates and reports, without being pulled into the day-to-day work—so you can stay focused on running your business.
Clarity, control, and confidence in your books.
If you know it’s time to delegate your books to a trusted bookkeeper, we’re ready to take over.
QuickBooks Online is required and billed directly by Intuit.
We handle the setup, ongoing management, and organization of your books as part of our service.