One-Time Project

Books Built

QuickBooks setup from scratch or migrated from another platform. Built right the first time.

Starting at $2,500
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One-Time Project

Books Restored

Cleanup and catchup for businesses whose records have fallen behind or drifted off.

Starting at $2,000
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Books Built

QuickBooks setup and account organization.

For businesses with no existing bookkeeping system, clients transitioning from spreadsheets, or anyone stuck with a poorly configured QuickBooks account. We build it right from day one.

Starting at $2,500 · One-time engagement

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What's Included

  • QuickBooks Online account setup and configuration
  • Custom Chart of Accounts tailored to your business
  • Bank and credit card account connections
  • Opening balance entry and transaction import
  • Initial reconciliation for all connected accounts
  • Financial reports setup and initial review

What You'll Receive

  • Fully configured QuickBooks Online account
  • Organized Chart of Accounts
  • Reconciled accounts with a clean opening position
  • Initial P&L and Balance Sheet reports
  • Onboarding summary explaining your setup
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What's Included

  • Monthly transaction categorization and data entry
  • Bank and credit card reconciliation for all accounts
  • Accounts receivable and payable tracking
  • Monthly P&L, Balance Sheet, and Cash Flow reports
  • TPF Monthly Clarity Summary (plain-language overview)
  • 24/7 email support

What You'll Receive

  • Reconciled, current books delivered by agreed deadline
  • Complete monthly financial report package
  • TPF Monthly Clarity Summary with key observations
  • Year-end books ready for your CPA or tax preparer
Books Maintained

Monthly bookkeeping that actually makes sense.

For businesses that want consistent, professional financial management every month. This is where our signature TPF Monthly Clarity Summary sets us apart, a plain-language narrative of your numbers, not just another report you don't read.

Starting at $750/month · Priced by transaction volume and complexity

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Books Restored

Cleanup, catchup, and correction.

For businesses with disorganized, outdated, or inaccurate records. We assess how far behind you are, scope the work, and get your books back to a state of clarity, ready for tax season, lenders, or the next phase of growth.

Starting at $2,000 · Scope-based pricing

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What's Included

  • Chart of Accounts audit and cleanup
  • Transaction review, recategorization, and corrections
  • AR and AP cleanup and reconciliation
  • Bank and credit card reconciliation for all periods
  • Duplicate, error, and misclassification correction
  • Financial report restoration and accuracy review

What You'll Receive

  • Fully cleaned and reconciled financial records
  • Corrected Chart of Accounts
  • Accurate financial reports for the restored period
  • Summary of corrections made and issues resolved
  • Recommendation for ongoing monthly service
Our Process

From first conversation to clean books.

Every engagement follows a structured process built for clarity and trust.

01

Consultation

45-minute call to understand your business and financial situation.

02

Custom Quote

Scoped, written quote delivered within 24 hours of your consultation.

03

Kickoff

Structured onboarding that gets your engagement moving fast.

04

Delivery

Clean books, clear reports, and ongoing financial clarity.

Not sure which service fits?

Book a free 45-minute consultation. We'll ask the right questions and recommend the right path forward.

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