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Financial Valet

Bookkeeping for your business

Bookkeeping & outsourced accounting for small businesses

We keep track of your money, so you always know where you stand. You run your business. We handle the numbers.

Best for up to $2M in yearly sales

Bookkeeping services for small businesses

We keep your books clean and up to date every month. You always know what came in, what went out, and where you stand.

Bookkeeping services

A good fit if you:

  • Bring in up to $2M a year
  • Do your own books now, or are behind on them
  • Want a real person you can call

What’s included

Monthly bookkeeping

  • A real human in the US answers when you call
  • Every bank and card charge sorted into the right place
  • Your books matched to your bank statements each month
  • Clear reports on your numbers every month
  • Books ready to hand to your tax preparer

Every plan comes with a real person you can call.

Best for $2M or more in yearly sales

Outsourced accounting services for growing businesses

It’s like having your own accounting team, without hiring one. We do the books, the reports, and the planning, so you can make smart calls with real numbers.

Outsourced accounting services

A good fit if you:

  • Bring in $2M or more a year
  • Have a team, lots of jobs, or more than one location
  • Need more than bookkeeping, but not a full-time hire

What’s included

Outsourced accounting

Everything in bookkeeping, plus:

  • Your books finished by the same date every month
  • A full monthly package: profit, cash, and what changed
  • A cash plan for the months ahead
  • A yearly budget, checked each month
  • Payroll for your team
  • We work with your tax pro at tax time
  • A monthly meeting to go over your numbers

Bookkeeping pricing

Get your bookkeeping price in 3 quick steps

Answer three quick questions. See your monthly bookkeeping price right away. No meeting or email needed.

Over $2M a year? See outsourced accounting pricing
Step 1 of 3

Your industry

Pick the one that fits your business best.

Step 2 of 3

Yearly sales

About how much money does your business bring in each year?

Step 3 of 3

Online bank access

Can you log in online to all of your bank, credit card, and loan accounts?

Answer all 3 steps to see your price. 0 of 3 done.

See all bookkeeping prices
Bookkeeping prices
Yearly salesPlanPer month
Under $500KStarter plan$450
$500K – $1MStandard plan$650
$1.1M – $2MGrowth plan$850
$2M – $2.5MAdvanced plan$1,050

Prices are per month and the same for every industry. Add $50 a month if only some of your accounts are online, or $100 if none are.

Over $2M in sales?

Starts at
$1,450/ month

Outsourced accounting pricing

Outsourced accounting from Financial Valet starts at $1,450 per month for businesses with $2M or more in yearly sales. Your final price depends on what you need.

Everything in bookkeeping, plus:

  • Books closed by the same date each month
  • A full monthly report
  • A cash plan for the months ahead
  • A yearly budget, checked each month
  • We work with your tax pro at tax time
  • A monthly meeting on your numbers

Questions

Questions, answered.

Still have a question? Call/text (603) 288-6261 or send us an email.

How much does bookkeeping cost?

Monthly bookkeeping is $450 a month for businesses under $500K a year. It is $650 for $500K – $1M, $850 for $1.1M – $2M, and $1,050 for $2M – $2.5M. If we can’t log in online to all of your accounts, we add $50 or $100 a month.

Who is Financial Valet for?

Small businesses across the United States. Bookkeeping fits businesses with up to $2M in yearly sales. Outsourced accounting fits growing businesses with $2M or more. Home service companies are a focus, and we work with other small businesses too.

What’s the difference between bookkeeping and outsourced accounting?

Bookkeeping keeps your books clean and up to date. Outsourced accounting does that too, plus acts as your full accounting and finance team.

How much does outsourced accounting cost?

Outsourced accounting starts at $1,450 a month. Your final price depends on what you need. We learn about your business on a short call, then give you a clear price.

Is there a long-term contract?

No. There is no long-term contract. You can cancel anytime.

Meet the founder

Real accounting & finance experience.

Robert Leonard, founder of Financial Valet
Robert Leonard

Founder · MBA, CMA

Financial Valet is founded by a finance professional with over a decade of experience in corporate finance, accounting, treasury, and financial reporting.

We bring that experience to growing businesses that need dependable financial information without building an in-house accounting or finance department.

About Financial ValetRobert Leonard on LinkedIn

  • 10+Years of Experience
  • MBAAccounting & Finance
  • CMACertified Management Accountant

Contact

Questions? Let’s talk.

Send us an email, give us a call, or even shoot us a text!

Send us an email

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