Accounting & Bookkeeping
Clean books you can trust, every single month.
Stop wondering where your business stands. We handle reconciliations, categorization, and financial statements so your numbers are accurate, current, and ready whenever you need them.
15+
Years Experience
100%
CPA Oversight
Fixed-Fee
No Surprise Bills
No commitment. We reply within one business day.
What's Included
Everything Your Business Needs to Stay Financially Organized
One dedicated bookkeeping plan, covering every part of your books, plus payroll when you need it.
Monthly Reconciliation
Every bank and credit card account matched and verified.
- Bank & credit card reconciliation
- Transaction categorization
- Owner draw / equity tracking
Financial Statements
CPA-reviewed statements delivered on a set schedule.
- Profit & loss statement
- Balance sheet
- Cash flow summary
AR / AP Management
Know who owes you and who you owe, at a glance.
- Invoice tracking
- Bill pay coordination
- Aging reports
Payroll Services
Full-service payroll, bundled onto the same monthly invoice.
- Payroll processing & direct deposit
- Payroll tax filings
- W-2 & 1099 preparation
Cloud Accounting Setup
QuickBooks Online, configured and connected to your bank feeds and apps.
Year-Round Support
Monthly review calls and a direct line to your bookkeeper, not a shared support inbox.
Transparent Pricing
Fixed Monthly Plans. Built Around Your Business.
No hourly billing. No bundled extras you didn't ask for. Every plan below is a starting point for your custom, fixed-rate package.
Every price below is a starting point, not a quote. We build a custom, fixed-rate package around your transaction volume, entity structure, and the exact services you need, including payroll, catch-up work, or CFO-level support, added anytime.
Starter
For new or low-volume businesses just getting their books in order.
Starting at
$350 / month
- Up to 1 bank & 1 credit card account
- Monthly reconciliation
- Monthly categorized transactions
- Monthly P&L, balance sheet & cash flow statement
- Quarterly check-in call
- Priority support
Pricing adjusts based on transaction volume and complexity.
Most Popular
Growth
For established businesses that need full monthly bookkeeping support.
Starting at
$650 / month
- Up to 4 bank & credit card accounts
- Monthly reconciliation & categorization
- Full monthly financial statements (P&L, balance sheet & cash flow)
- AP & AR management
- 1099 vendor reporting
- Sales tax filing support
- Quarterly check-in call
Pricing adjusts based on transaction volume and complexity.
Pro
For higher-volume or multi-entity businesses needing dedicated support.
Starting at
$950 / month
- High transaction volume & multi-entity support
- Weekly categorization & reconciliation
- Chart of accounts setup & maintenance
- Dedicated bookkeeper
- Monthly check-in calls
- Quarterly KPI summary
- Priority response time
- Quarterly advisory calls
Pricing adjusts based on transaction volume and complexity.
Payroll Add-On
Add Full-Service Payroll to Your Bookkeeping Plan
Running payroll shouldn't mean juggling another login and another vendor. Add payroll directly onto your bookkeeping plan and let one team keep your books and your payroll in sync.
- Payroll processing & direct deposit for W-2 employees
- Federal & state payroll tax filings, handled and on time
- New hire reporting & compliance monitoring
- Year-end W-2 and 1099 preparation
- Employee self-service portal for pay stubs & documents
- Payroll setup for multi-state businesses
Payroll Add-On
Starting at
$100 / month base + per employee
Final pricing depends on your headcount, pay frequency, and multi-state requirements. Bundled seamlessly into one fixed monthly invoice alongside your bookkeeping.
Bookkeeping Catch-Up & Clean-Up
Behind on Your Books? Let's Fix That.
Whether you're a few months behind or a few years, we'll get your books current, accurate, and tax-ready before your monthly plan even begins.
- Historical reconciliation, however far back you need
- Corrected categorization & chart of accounts clean-up
- Caught-up financial statements, ready for your CPA or lender
- A clear starting point before ongoing monthly bookkeeping begins
Custom Quote Only
Every clean-up project is priced individually based on how far behind your books are and how many accounts are involved.
Get My Free Clean-Up QuoteWhy Choose Us
More Than a Bookkeeper.
A Partner You Can Trust
Accurate books, responsive support, and a dedicated partner invested in your success
CPA-Led Accuracy
Every plan is backed by CPA-level review, not just data entry, so what you see is right the first time.
QuickBooks ProAdvisor Certified
Certified setup and support, whether you're brand new to QBO or migrating from another system.
Fixed, Transparent Pricing
One flat monthly rate. No hourly billing, no watching the clock, no invoice surprises.
Responsive & Relationship-Driven
A real person who knows your business, not a ticket queue or an offshore call center.
Industry Experience Across Sectors
15+ years across mortgage, construction, engineering, and small business. We've seen your challenges before.
Built to Grow With You
Add payroll, CFO advisory, or tax preparation anytime. No need to switch firms as you scale.
How It Works
Getting Started Is Simple
A simple, guided path with no guesswork on your end.
01
Free Consultation
We review your current books, software, and goals. No cost, no obligation.
02
Custom Proposal
You get one clear, fixed monthly price built around what your business actually needs.
03
Onboarding & Clean-Up
We connect your accounts and clean up any backlog before your first close.
04
Ongoing Bookkeeping
Reconciliations and statements land on a fixed schedule you can count on, every month.
Free Resources
Start Here. No Commitment Required.
Three ways to get immediate value before you sign anything.
Free Books Health Check
Send your last 3 months of statements and we'll flag what's out of shape. No cost, no obligation.
Get My Health CheckMonth-End Close Checklist
Accurate financials start with a disciplined month-end close process.
Download the Checklist30-Minute Consultation
A free strategy call to talk through where your finances are and where you want them to go.
Book NowGet Started
Not Sure What Bookkeeping Plan Fits Your Business? Let's Find Out.
Answer a few quick questions and we'll build a custom, fixed-rate quote for your exact business, no obligation, no pressure, and no generic pricing sheet.
Get My Free Custom QuoteFAQ
Common Questions About Bookkeeping With NexGen
How much does monthly bookkeeping cost?
Plans start at $350/month and are built as a custom, fixed-rate package based on your transaction volume, number of accounts, and entity structure. You'll always know your monthly bookkeeping cost in advance. There's no hourly billing.
Do you charge extra for bookkeeping clean-up or catch-up?
Yes, clean-up and catch-up work is quoted separately from your ongoing monthly plan, since the scope depends entirely on how far behind your books are and how many accounts need to be reconciled. We'll give you a fixed quote for the clean-up before any work begins, so there's no surprise.
Is payroll included in my bookkeeping plan?
Payroll is available as an add-on to any bookkeeping plan, starting at $100/month base plus a per-employee fee. It's billed on the same monthly invoice as your bookkeeping, so you're still only dealing with one team and one bill.
How does onboarding work, and how long does it take?
After your free consultation and proposal, onboarding typically takes 1 to 2 weeks: we connect your bank and credit card feeds, review your chart of accounts, and complete any necessary clean-up before your first full monthly cycle begins.
Do I have to sign a long-term contract?
No. Our standard bookkeeping agreements are month-to-month, and you can cancel with notice at any time. If you'd like to lock in special pricing, we also offer a discounted rate for clients who sign a 12-month (or longer) agreement upfront.
If I sign up for a year, do I get a discount?
Yes. Clients who commit to a 12-month or longer engagement receive preferred pricing compared to month-to-month billing. Ask about annual pricing during your free consultation, and we'll show you both options side by side.
What software do you use, and do I need to switch?
We're Certified QuickBooks Online ProAdvisors and primarily work in QBO. If you're currently on a different platform, we can migrate your data, or in some cases work within your existing system. We'll walk through the best option for your business during onboarding.
What if my books are a mess or I haven't filed in a while?
That's exactly what our clean-up and catch-up service is for. We've brought clients current after months, and sometimes years, of neglected books. We'll assess the scope, give you a fixed quote, and get everything current and tax-ready before ongoing monthly bookkeeping begins.
Ready to Get Your Books in Order?
Whether you want to talk it through first or you're ready to get started, pick the option that fits where you are.