Your books, done every month.
We keep your QuickBooks current, reconcile every account and send you clear reports each month, for one flat price from $299.
Flat monthly price. No hourly billing. Cancel any time.
What you get each month
The same work, on the same schedule, every month. No surprises on the invoice.
- Transactions categorizedEvery bank and card transaction coded to the right account.
- Accounts reconciledBank, credit card and loan balances tied to the statements.
- Monthly reportsProfit and loss and balance sheet, with a short plain-English summary.
- Questions, not guessesWe ask about anything unclear instead of parking it in a catch-all account.
- Tax-ready booksClean year-end records and a package for your tax preparer.
- A real reviewerEach month is reviewed by a certified accounting professional before it goes to you.
How it works
No sales call needed. Most clients are up and running within two weeks.
Get your price
Answer five questions about your books. You see your plan and monthly price right away.
Connect QuickBooks
You invite us to your QuickBooks Online and bank feeds with read access. We never move your money.
Get your books monthly
We close each month, send your reports and flag anything that needs a decision from you.
Simple monthly pricing
Your plan is set by how many transactions you have each month. If you outgrow it, we move you up; nothing else changes.
Starter
For a simple business with a few accounts.
- Up to 100 transactions a month
- Up to 3 bank or card accounts
- Monthly reconciliation and reports
- Year-end package for your tax preparer
Standard
For a growing business with steady activity.
- Up to 250 transactions a month
- Up to 6 bank or card accounts
- Everything in Starter
- Unpaid bills and customer invoices tracked
Plus
For a busier business with payroll or sales tax.
- Up to 500 transactions a month
- Up to 10 bank or card accounts
- Everything in Standard
- Payroll and sales tax entries recorded
- Quarterly review call
Behind on your books? Catch-up is a one-time fee of one month of your plan price for each month we bring current. Your QuickBooks Online subscription is not included.
Is Aequo a fit?
We do one thing well. Here is where that starts and stops.
A good fit
- Owner-run businesses that want the books off their plate
- Businesses on QuickBooks Online, or willing to move to it
- Owners who want one flat monthly price
Not what we do
- Tax returns or tax advice. We work alongside your tax preparer.
- Audits, reviews or other CPA attest services.
- Paying bills, running payroll or moving your money.
Questions
What software do you work in?
QuickBooks Online only. Working in one system is how we keep the price flat. If you use something else, tell us in the form and we will explain what moving involves.
What counts as a transaction?
Each line that hits a bank or credit card account in a month: a deposit, a card charge, a transfer or a payment.
My books are months behind. Can you still help?
Yes. Catch-up is a one-time fee of one month of your plan price for each month we bring current. After that you move onto the monthly plan.
Do you do my taxes?
No. We keep the books clean and hand your tax preparer a complete year-end package. Aequo is not a CPA firm.
Is there a contract?
Plans are month to month. You can cancel at any time and keep your books and your QuickBooks account.
Who has access to my accounts?
Only the people working on your books, with read access to bank feeds. We cannot move money or pay bills on your behalf.
Get your price in a minute
Five questions. Your plan and monthly price show on the right as you answer.