Monthly Bookkeeping Services
Silver
Starting At
$250
Per Month
Monthly Bookkeeping with less than 150 transactions per month
Quarterly Financial Reports
Monthly Reconciliation of up to 3 bank/credit/loan accounts
Quarterly 1-on-1 calls
Free 1099 filing (up to 10)
Gold
Starting At
$450
Per Month
Monthly Bookkeeping with 150-300 transactions per month
Monthly Financial Reports
Monthly Reconciliation of up to 6 bank/credit/loan accounts
Quarterly 1-on-1 calls
Free 1099 filing (up to 20)
Platinum
$850+
Per Month
Weekly Bookkeeping Support with Unlimited Transactions
Monthly Financial Reports
Monthly Reconciliation (Unlimited Accounts)
Monthly 1-on-1 calls
Free 1099 filing (up to 50)
Quarterly Estimated Tax Payment Processing
Monthly Sale Tax Processing
Need to add a Quickbooks Online Subscription?
Essentials - Add $50/month
Plus - Add $90/month
Advanced - Add $175/month
Additional Services
Payroll Processing - $200+
Quickbooks Online Catch-up - $275+ per month
Full Year Clean-Up - $1,500+
Quickbooks Online Set-Up - $250+
1099 Filing - $20 each
W2 Filing - $50 each
What People Are Saying
“I used to track everything in spreadsheets and it was getting out of hand. Walz & Co set up property-level tracking so I can see what each place is doing. It’s simple, clean, and I finally feel organized.”
— Danielle T., Real Estate Investor
“In the restaurant business, you don’t get much margin for error. Matthew knows the industry, which helped a lot. He found things we were missing and now I actually look at my numbers every month.”
— Brian K., Restaurant Owner
“I’m good at running crews, not bookkeeping. Before Matthew, I was just hoping the money was there at the end of the month. He cleaned everything up and showed me where we’re actually making money. Now I know my numbers instead of guessing.”
— Jake M., Landscaping Business Owner
“We’ve got a few rentals under different LLCs and it got confusing fast. Matthew straightened it all out and made the reports easy to understand. Tax time was way smoother this year.”
— Carlos R., Real Estate Investor
FAQs
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Yes. Your CPA usually focuses on taxes and may only review your financials annually. A bookkeeper keeps your records accurate throughout the year, helps you understand your numbers monthly, and prevents costly clean-up work at year-end.
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Yes. While we serve a variety of small businesses, we have particular experience supporting service-based businesses, real estate investors, restaurants, and owner-operated small businesses. Our approach is tailored to the unique cash flow and reporting needs of each industry.
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Not at all. You maintain full ownership and access to your financial data at all times. Our role is to provide clarity, organization, and professional oversight so you can make better business decisions.
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We primarily work with QuickBooks Online and other cloud-based accounting tools. Cloud systems allow for secure, real-time collaboration and easy document sharing. If you’re not currently set up, we can help you get started.
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Absolutely. Whether you’re months or years behind, we specialize in clean-up and catch-up bookkeeping. We’ll review your current records, correct errors, reconcile accounts, and bring everything up to date so you can move forward with confidence.
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Most clients receive monthly bookkeeping services, with accounts reconciled and financial reports delivered consistently each month. For higher-volume businesses, we may work in your books weekly to ensure real-time accuracy.
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You’ll receive clear monthly financial statements, typically including a Profit & Loss Statement, Balance Sheet, and Cash Flow overview. We also help you understand what the numbers actually mean for your business.
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We begin with a consultation to understand your business, current bookkeeping setup, and goals. From there, we provide a customized service proposal and onboarding plan to ensure a smooth transition.