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