Focus on your business, not your books

Monthly bookkeeping costs vary depending on the number of accounts, transaction volume, and how much strategic support you need. At Momentum, our packages start at $750/month for core bookkeeping and go up to $2,500+/month for full CFO-level support. We publish our pricing on our services page because we believe you should know what to expect before you ever pick up the phone.

A CPA (Certified Public Accountant) typically focuses on tax preparation, auditing, and compliance. A bookkeeper handles the day-to-day financial recordkeeping — categorizing transactions, reconciling accounts, running payroll, and producing the monthly reports your CPA needs at tax time. Think of it this way: we keep your books clean all year so your CPA can do their job efficiently when tax season arrives.

Common signs include: reports that don't match your bank statements, uncategorized transactions piling up, duplicate entries, or a chart of accounts that's confusing and overgrown. If you find yourself avoiding QuickBooks because it feels like a mess, that's usually a sign. We offer a QuickBooks cleanup service that can get your file organized and accurate, typically within 7-10 business days.

If you're spending more than a few hours a week on your books, making financial decisions based on guesswork, or dreading tax season because your records are behind — it's time. Most of our clients are generating $500K to $5M in annual revenue and have reached the point where managing finances is pulling them away from running their business.

It happens more than you'd think, and it's fixable. We'll assess the state of your books, reconcile your accounts, categorize your transactions, and get everything current. Depending on the volume, this can typically be completed within a few weeks. The important thing is to start — the longer messy books sit, the harder and more expensive they become to clean up.

We don't prepare tax returns — that's your CPA's job. But we make their job significantly easier and potentially less expensive by keeping your books accurate and tax-ready throughout the year. That means clean financial statements, properly categorized expenses, reconciled accounts, and organized records. Many of our clients tell us their CPA bills went down after they started working with us.