Bookkeeping That Gives You Peace of Mind.
We help service-based business owners clean up their QuickBooks, stay tax-ready, and finally feel confident in their numbers.
Knowledgeable in ERP Systems
No Financial Knowledge Necessary
Not an accountant? Use our Quickbooks setup services to get started.
Keep learning as you go.
Want to be first in line to learn tips and tricks for supercharging your books with CareBooks Financials? There are many helpful resources in our blog.
Our pricing
Our pricing structure is built to be affordable for everyone from entrepreneur to big business.
ESSENTIAL CARE
$750/mo
Includes:
— Monthly categorization & reconciliation (up to 4 accounts)
— Monthly financial reports (P&L, Balance Sheet, Cash Flow)
— QuickBooks Online management (Chart of Accounts, vendors, etc.)
— 30-minute monthly financial check-in
— Unlimited email support
— Tax-time package prep (for your CPA or tax pro)
Growth care (Recommended)
$1000/mo
Everything in Essential, plus:
— Up to 6 accounts (bank/credit card/payment processors)
— Grant tracking or class/project tracking (ideal for nonprofits)
— Monthly KPI dashboard (custom to your goals)
— Invoicing OR bill pay (up to 20 per month)
— 60-minute monthly financial strategy call
— Liaison support for tax prep or audits
FULL CARE + ADVISORY
$1250/mo
Everything in Growth, plus:
— Unlimited accounts tracked
— Full AP + AR (invoicing & bill pay support)
— Cash flow forecasting & budget vs. actual reporting
— Quarterly financial health summary + recommendations
— Unlimited phone/email support
— Grant proposal budget prep (as needed)
— Light controller-level support (review of internal processes)
Join the community
A caring accounting community to share knowledge with.
CareBook Financials 