Our Services

What's Included in Every Plan

Every SouthPoint plan includes:

✔ Monthly bookkeeping
✔ Bank & credit card reconciliation

✔ Accurate financial statements
✔ Clean, tax-ready books

✔ Secure QuickBooks Online management

🌱 Starter

Up to 50 transactions

Starting at $249/month

Reliable monthly bookkeeping for businesses with lower transaction volume.

✔ Transaction Categorization

Accurate classification of all income and expenses to maintain clean, organized, and tax-ready financial records.

✔ Monthly Reconciliation

Full monthly reconciliation of bank and credit card accounts to ensure accuracy and eliminate discrepancies.

✔ Profit & Loss Report

Monthly Profit & Loss statement showing your revenue, expenses, and overall profitability—so you always know where your business stands.

Best for very small businesses. Most clients quickly move to Essential for better reporting.

Get Started

⭐️ Essential (Most Popular)

Up to 150 transactions

Starting at $399/month

Consistent bookkeeping support designed to keep your financials organized and tax-ready.

✔ Everything in Starter

Includes all core bookkeeping services with expanded capacity for growing businesses.

✔ Higher Transaction Capacity

Handles increased transaction volume while maintaining accuracy, consistency, and organization.

✔ Balance Sheet Reporting

Monthly Balance Sheet providing a clear snapshot of your assets, liabilities, and overall financial position.

✔ Ongoing Bookkeeping Maintenance

Consistent monthly updates to keep your books current, organized, and fully tax-ready at all times.

Best for growing businesses

Get Started

🌿 Growth

Up to 300 transactions

Starting at $599/month

Expanded bookkeeping support for growing businesses with higher activity.

✔ Everything in Essential

Includes all foundational bookkeeping and reporting services with support.

✔ Increased Transaction Capacity

Built for higher-activity businesses needing consistent and scalable bookkeeping.

✔ Priority Email Support

Faster response times and prioritized communication to keep your operations running smoothly.

✔ Monthly Reporting Insights

Clear, easy-to-understand financial insights to help you identify trends and make better business decisions.

For scaling businesses needing insights

Get Started

🌳 Scale

Up to 500 transactions

Starting at $799/month

Advanced financial reporting and support for established businesses.

✔ Everything in Growth

Includes all bookkeeping, reporting, and support features with advanced financial visibility.

✔ Advanced Financial Reporting

Deeper financial reporting to give you greater clarity into performance, trends, and opportunities.

✔ Cash Flow Visibility

Ongoing tracking of cash flow to help you understand where money is coming from and where it’s going.

✔ Quarterly Financial Review

Structured review of your financials to evaluate performance and support smarter decision-making.

For established businesses needing visibility + strategy

Get Started

Available Add-Ons

Payroll processing - A/R & A/P - Catch-up / clean-up - Tax prep coordination - CFO / advisory - Invoice & bill management - Tax-ready financials + CPA coordination

Pricing depends on transaction volume and complexity. Final pricing is confirmed during the discovery call.

Who This Is For

Who We Work With

  • Service-based businesses

  • Monthly revenue: $5k–$100k+

  • Using (or willing to use) QuickBooks Online

  • Want clean, hands-off bookkeeping

Who This Is NOT For

  • DIY bookkeeping mindset

  • Years behind on books

How It Works

  • Book a Discovery Call
    Schedule a quick call to discuss your business, current setup, and bookkeeping needs.

  • We Review Your Books
    We assess your current financials, identify any issues, and recommend the right plan.

  • Onboarding & Setup
    You’ll complete a simple onboarding form, and we securely connect your accounts and QuickBooks.

  • Cleanup & Organization
    We clean up and organize your books (if needed) to ensure everything is accurate and up to date.

  • Ongoing Monthly Bookkeeping
    We handle your monthly categorization, reconciliations, and keep your books consistently maintained.

  • Clear Reports & Support
    You receive easy-to-understand financial reports and ongoing support so you always know where your business stands.

Sample Report Preview

This Profit and Loss (P&L) shows where money is coming in, where it’s going, and what’s actually left. Even with strong revenue, high expenses led to a loss—showing why clear, consistent bookkeeping matters.

Frequently Asked Questions

  • We manage your bookkeeping on a monthly basis to keep your financial records accurate, organized, and up to date. This includes transaction categorization, bank and credit card reconciliation, and financial reporting such as Profit & Loss and Balance Sheet statements. Our goal is to ensure your books are always clear and tax-ready.

  • No. If you already use QuickBooks Online, we will review and organize your existing account. If you do not have it set up, we can guide you through the setup process or handle it for you to ensure everything is structured correctly from the start.

  • Your books are maintained on a consistent monthly basis. This ensures your financial records stay current, organized, and accurate, rather than falling behind and becoming difficult to manage later.

  • Pricing is based on your monthly transaction volume and the complexity of your bookkeeping. Each plan is designed to scale with your business, and final pricing is confirmed during the discovery call after reviewing your current setup.

  • That’s very common. If your books are behind, we can bring everything up to date through a cleanup or catch-up process before moving into ongoing monthly bookkeeping. This ensures your financial records are accurate going forward.

  • We focus on bookkeeping, not tax preparation or filing. However, we maintain your financial records in a way that makes it easy for your accountant to file taxes accurately and efficiently.

  • Yes. You will always have full access to your financial records through QuickBooks Online. You remain the owner of your data at all times.

  • The first step is to schedule a discovery call. From there, we review your current bookkeeping setup, determine the right plan, and guide you through a simple onboarding process to get everything set up.

Book a Discovery Call