Are you ready to…
See exactly where your money is going - and finally get the full picture?
Have your books handled with ease - so everything just runs right?
Understand your numbers clearly - without drowning in spreadsheets?
If that sounds like your kind of upgrade, it’s time we connect.
Let’s get your bookkeeping working for you - and driving your business forward.
Each plan serves as a general guide of what’s included. Final investment depends on the size and complexity of your business.
Monthly Bookkeeping Plans
Essential
Weekly income and expense categorization
Monthly bank and credit card reconciliations
Monthly Profit & Loss statement delivered to your inbox by the 10th
Year-end books ready for tax prep or CPA
Collaboration with your CPA for smooth tax preparation
Timely communication and dependable email support
Investment begins at $250/month
Weekly income and expense categorization
Monthly bank and credit card reconciliations
Monthly Profit & Loss statement delivered to your inbox by the 10th
Year-end books ready for tax prep or CPA
Collaboration with your CPA for smooth tax preparation
Timely communication and dependable email support
Plus:
Additional or customized reports delivered upon request (such as Profit & Loss, Balance Sheet, Cash Flow, and Accounts Payable/Receivable summaries)
Optional check-in call for your monthly review to go over your books, answer questions and ensure you can make confident business decisions
Investment begins at $450/month
Signature
Weekly income and expense categorization
Monthly bank and credit card reconciliations
Monthly Profit & Loss statement delivered to your inbox by the 10th
Year-end books ready for tax prep or CPA
Collaboration with your CPA for smooth tax preparation
Timely communication and dependable email support
Additional or customized reports delivered upon request (such as Profit & Loss, Balance Sheet, Cash Flow, and Accounts Payable/Receivable summaries)
Optional check-in call for your monthly review to go over your books, answer questions, and ensure you can make confident business decisions
Plus:
Full accounts payable and receivable support - we create bills and invoices in QuickBooks, record payments and keep your A/P and A/R reports current
Investment begins at $650/month
Advanced
Monthly Bookkeeping Services
Weekly transaction categorization
Monthly bank & credit card reconciliations
Monthly Profit & Loss statement delivered to your inbox by the 10th
Accounts Payable (A/P) and Accounts Receivable (A/R) management
Year-end books ready for tax prep or CPA
Collaboration with your CPA for smooth tax preparation
Timely, dependable email support
Fixed monthly investment based on scope and transaction volume
Catch-up: Recording missing transactions and reconciling past activity
Clean-up: Fixing errors and organizing financial records
Includes QuickBooks Online setup if no books exist
Can go back as many months as needed - we’ll bring everything current and accurate
This is a one-time project, calculated by multiplying your monthly investment by the number of months that need catchup.
Catch-up & Clean-up Projects
How It Works
STEP 1 - Call Us Today
Schedule a quick chat to talk about your business and bookkeeping needs. We’ll learn how things are set up and what are your bookkeeping needs.
STEP 2 - Asses & Estimate
We take a closer look at your books to understand what’s needed. Then we’ll share a clear proposal with services, investment, and timeline - so you know exactly what’s ahead.
STEP 3 - We Work Together
Once we’re on board, we handle the books while you focus on growing your business - confident your numbers are accurate, organized and tax-ready.
Call us at 727-900-7215 or send us an email at info@clevant.com
Let’s get you a clear quote for your bookkeeping needs
Get a Free Quote Today!
Certified to Keep Your Books Accurate
We are Certified QuickBooks Online ProAdvisors, trained to keep your books accurate, transactions organized and numbers clear - all in a secure, cloud-based platform you can access anytime.
Using a different accounting software? We work exclusively with QuickBooks Online and can guide you through a smooth move to QBO.
Not on QuickBooks Online yet? We’ll help you get set up quickly, so your books stay clean and consistent.