■ BB Lite — Bookkeeping Service

Your books,
finally clean.

Dedicated bookkeepers, real-time financials, and zero surprises. Flat monthly rates with no long-term contracts. Built for small businesses serious about growth.

BB Lite — Financial Overview — Last 30 Days
Revenue
$24,180
Expenses
$14,920
Net Income
$9,260
Bank accounts reconciledALL CLEAR
Unreviewed transactions0
Last reconciliationToday
Next statement dueApr 1, 2026
Tax-readyYES
What BB Lite includes

Everything your
books need.

We focus exclusively on bookkeeping. Not taxes, not audits, not CFO advisory. Just clean, accurate, up-to-date books delivered every month -- and a team that knows your business.

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Transaction Categorization

Every transaction categorized correctly and consistently, month over month. We learn your business and build rules so nothing falls through the cracks.

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Bank Reconciliation

Every bank and credit card account reconciled against your statements. Discrepancies flagged and resolved before they compound.

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Monthly Financial Statements

P&L, balance sheet, and cash flow statement delivered monthly. Clean enough for your CPA, your lender, or your board same day.

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Invoice & Expense Tracking

Invoices created and tracked. Expenses logged and categorized. AR aging monitored so you know what’s outstanding.

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Catch-Up Bookkeeping

Behind on your books? We clean up months or years of backlog and get you current. Priced per month of catch-up needed.

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Cloud Portal Access

View your financials, download statements, and message your bookkeeper anytime from the BookBalance client portal.

How it works

Up and running in
3 steps.

No complicated onboarding. No waiting months. Clean books, fast.

1
Discovery Call
Tell us about your business and goals. We match you to the right package in 30 minutes flat. No obligation.
2
Connect & Onboard
Securely link your accounts. We handle setup, migration, and clean up any messy history. Zero homework for you.
3
Get Your Financials
Monthly P&L, balance sheet, and cash flow. Reconciled and ready for your CPA every month.
4
Grow With Confidence
Your numbers are always current. Make decisions with real data. Never scramble for your accountant again.
Pricing

Flat monthly rates.
No surprises.

Month-to-month. No annual commitment required. Cancel any time.

Starter
Under $500K/year in revenue
Up to 150 transactions/mo
From
$399/mo
Billed monthly. No annual commitment.
Get Started
  • Bank & credit card reconciliation
  • Transaction categorization
  • Quarterly financial statements
  • 1 entity · Cloud portal access
  • Email support
  • Dedicated bookkeeper
  • Monthly statements
Most Popular
Standard
$500K – $2M/year in revenue
Up to 400 transactions/mo
From
$799/mo
Billed monthly. No annual commitment.
Get Started
  • Everything in Starter
  • Monthly financial statements
  • Dedicated bookkeeper
  • AP/AR tracking · 1 entity
  • Priority email support
  • Advisory calls
  • Year-end tax prep
Premium
$2M – $10M/year in revenue
Up to 1,000 transactions/mo
From
$1,499/mo
Billed monthly. No annual commitment.
Get Started
  • Everything in Standard
  • AP/AR tracking · 2 entities
  • 30-min advisory call/month
  • Year-end tax prep
  • Payroll support
  • Sales tax filing

Enterprise and multi-entity pricing available. Contact us →

Who BB Lite is for

Built for businesses that
are serious about growth.

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Retail & E-commerce

High transaction volume, multiple payment processors, inventory tracking. We handle the reconciliation so you can focus on sales.

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Contractors & Trades

Project-based revenue, job costing, equipment expenses. Clean books mean accurate bids and no tax-time surprises.

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Professional Services

Consultants, agencies, law firms, healthcare practices. Invoicing, AR, and monthly P&L so you always know where you stand.

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Restaurants & Hospitality

Daily sales, vendor payables, payroll integration. We track it all so you can focus on running the business.

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Real Estate & Property

Multi-property P&L, owner distributions, CAM reconciliation. Clean books for every entity.

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Startups & Early Stage

Build good habits from day one. Clean books make fundraising, due diligence, and tax prep dramatically easier.

Your books,
finally clean.

Book a free 30-minute discovery call. No obligation, no hard sell. Just an honest conversation about your numbers and whether we’re a fit.

Book a Free Call →