Home Services Pricing Who We Are FAQ Products Book990NEW Sign In to Book990 Get Started
Accepting new clients · month-to-month

Your books,
finally clean.

Dedicated bookkeepers, real-time financials, and zero surprises. Built for businesses serious about growth.

See Pricing → Book a Free Call
MR
JL
TG
★★★★★ Backed by IPO experience
Certified Partner
QuickBooksCertified ProAdvisor
XeroCertified Partner
Financial Overview
Last 30 Days
Up to date
Total Revenue
$120,926
18.2% vs last month
Expenses
$74,380
Net Income
$46,546
Revenue Trend
Jul
Aug
Sep
Oct
Nov
Dec
Jan
All accounts reconciled
Tax-ready
Get Started

Up and running
in 3 steps

No complicated onboarding. No waiting months. Clean books, fast. That’s the only promise.

🗓

Discovery Call

Tell us about your business and goals. We’ll match you to the right package in 30 minutes flat.

🔗

Connect & Onboard

Securely link your accounts. We handle setup, migration, and clean up any messy history. Zero homework for you.

✨

Get Your Financials

Monthly P&L, balance sheet, and cash flow. Reconciled and ready for your CPA every month.

What We Do

Bookkeeping services
and software products.

Managed bookkeeping for businesses that want it done right, and software tools for nonprofits and small businesses that want to do it themselves.

See Packages →
Bookkeeping Services
📒

Monthly Bookkeeping

Transaction categorization, reconciliation, and a full close every month.

All Plans
🗃️

Catch-Up Bookkeeping

Behind by months or years? We reconstruct records at $150/hr with a written estimate first.

Add-On
📈

Financial Reporting

P&L, balance sheet, and cash flow monthly or weekly. Clean enough for your CPA same day.

All Plans
Software Products
📋

Book990

Complete Form 990 preparation for nonprofits and CPA firms. All parts and schedules, compliance checking, and Schedule B tracking.

Live Now
💡

BookBalance Lite

Cloud accounting app for small businesses. AI-assisted bank import, real-time P&L, invoicing, and expense tracking -- no accountant required.

Coming Soon
🔄

BookBalance Flow

Full nonprofit financial management with fund accounting and functional allocation. Already on QuickBooks? Flow connects and auto-populates your 990 at year end.

Coming Q4 2026
Pricing & Packages

Flat monthly rates.
No surprises.

All packages include cloud portal, dedicated support, and month-to-month flexibility.

Starter
Under $500K/year in revenue
From
$399/mo
150 transactions · 3 accounts
  • ✓
    Bank & CC reconciliation
  • ✓
    Transaction categorization
  • ✓
    Quarterly statements
  • ✓
    1 entity · Cloud portal
  • –
    Dedicated bookkeeper
  • –
    Advisory calls
Get Started
Standard
$500K–$2M/year in revenue
From
$799/mo
400 transactions · 5 accounts
  • ✓
    Everything in Starter
  • ✓
    Monthly statements
  • ✓
    Dedicated bookkeeper
  • ✓
    AP/AR tracking · 1 entity
  • –
    Advisory calls
  • –
    Year-end tax prep
Get Started
Most Popular
Premium
$2M–$10M/year in revenue
From
$1,499/mo
1,000 transactions · 8 accounts
  • ✓
    Everything in Standard
  • ✓
    AP/AR tracking · 2 entities
  • ✓
    30-min advisory call/mo
  • ✓
    Year-end tax prep
  • ✓
    Payroll support
  • ✓
    Sales tax filing
Get Started
Enterprise
Multi-entity or complex operations
From
Custom
2,500 transactions · 15 accounts
  • ✓
    Everything in Premium
  • ✓
    Full AP/AR management
  • ✓
    Up to 4 entities
  • ✓
    Weekly reporting
  • ✓
    Controller-level review
  • ✓
    15% off all add-ons
Get Started

Add-On Services

Enterprise: 15% off all add-ons
Payroll Processing
Pay runs, gross-to-net, direct deposit
$10/ee
Inquire →
Full-Cycle Payroll
Tax filings, W-2s, year-end compliance
$200+/mo
Inquire →
Full AP/AR Management
Bill entry, vendor payments, collections
$400–750
Inquire →
Additional Entity
Separate books per legal entity
$350/mo
Inquire →
Catch-Up Bookkeeping
Written scope before work begins
$150/hr
Inquire →
CFO Advisory Session
60-min strategy, senior accountant
$250
Inquire →
Engagement Terms: All pricing monthly. Month-to-month. 30 days written notice to cancel. Transaction counts include all bank and credit card transactions. A one-time onboarding fee may apply. Pricing subject to 30-day advance written notice of adjustments.

“The difference between thriving financially and just surviving is knowing your numbers cold.”

SHAUN H., BOOKBALANCE.IO

20+
Years combined experience
24hr
Avg. response time
100%
Month-to-month
0
Long-term contracts
Leadership Team

Built by SaaS
professionals.

Finance ops for growth-stage companies. We close your books like a venture-backed startup.

Shaun H.
Shaun H.

U.S. Navy veteran and MBA graduate (University of Miami, Business Analytics). Shaun spent 8+ years running Revenue Operations at high-growth SaaS companies, including two that went through successful IPOs. He’s been part of several accounting software implementations using Zuora and NetSuite and brings hands-on experience with GAAP and ASC 606 revenue recognition to every engagement.

Business AnalyticsGAAP · ASC 606Revenue RecognitionZuora
LinkedIn
Troy S.
Troy S.

Degreed accountant (University of Dubuque) with over a decade in corporate accounting and financial operations. Troy has worked through a successful IPO and specializes in high-level billing specifications, GAAP compliance, ASC 606 revenue recognition, account reconciliation, and month-end close processes.

Account ReconciliationBilling OperationsCapitalization vs Expense AnalysisLease Accounting
LinkedIn
Get in Touch

Ready to get your
books straight?

Schedule a free 30-minute discovery call. No obligation, no hard sell. Just an honest conversation about your numbers.

📞
Free 30-min discovery call. No commitment
⚡
We’ll respond within 24 hours. Check your inbox for next steps
🔒
Month-to-month, 30-day cancel notice
📋
Written estimate before any work begins
📧
hello@bookbalance.io
Please enter your first name.
Please enter your last name.
Please enter a valid business email address.
Please enter your company name.
Please select a transaction volume.
Please tell us a bit about your needs.

By submitting this form you agree to our Privacy Policy. We never sell or share your information.