Micro Essentials
$200/ month- Up to 100 transactions per month
- Up to 2 bank / credit card accounts
- Categorization & reconciliation
- Monthly profit and loss & balance sheet
- Email support
ExpressBooks / Accounting & bookkeeping
Accounting that brings the whole picture together.
Get U.S. accounting expertise from our in-house team. Advanced reconciliations, balance sheet investigation, adjusting entries and closing help turn disconnected records into a clearer financial position.
Request a ProposalRead the FAQsBOOKKEEPING, ORGANIZED
Your monthly bookkeeping workflow
Organize your records
Reconcile your accounts
Understand your reports
Your service options
Find the bookkeeping plan that fits.
Monthly plans with a clear scope for each stage of your business.
Starter Core
From $350/ month- Up to 200 transactions per month
- Up to 3 accounts
- Essentials bookkeeping services
- Monthly cash flow statement
- General ledger maintenance
Professional Growth
From $650/ month- Up to 500 transactions per month
- Up to 6 accounts
- Core financial statements
- Budget vs. actual reporting
- Monthly review meeting
Enterprise Complete
From $1,100/ month- Custom transaction & account limits
- Agreed A/P & A/R support
- Payroll integration with your books
- Management reporting
- Cash flow forecasting scope by agreement
One business entity per plan. Final scope and pricing are confirmed after reviewing your records. Prior-period cleanup, software, payroll processing, tax returns and forms filing are separately quoted unless expressly included in your agreement.
Accounting knowledge behind every number
Go beyond organized transactions.
We understand businesses, taxes, payroll and financial positions. Software and AI support our work; accounting principles guide our decisions.
Advanced reconciliations
Investigate bank, credit card, payroll, payment processor, loan and clearing-account differences against supporting records.
Balance sheet investigation & cleanup
Trace assets, liabilities and equity, resolve agreed discrepancies and document supported adjusting entries.
Month-end & year-end closing
Build a dependable close with reconciliations, accruals, prepayments and general ledger review within your agreed scope.
Financial reporting & analysis
Understand financial statements, cash movement and performance through agreed reports and practical explanations.
Tax planning & compliance
Coordinate your accounting records with tax planning, return preparation and applicable filing responsibilities. Eligibility and scope are confirmed for your situation.
AI journal entry verification
Review AI-generated journal entries against source documents, accounting principles, timing and tax implications before agreed posting and approval.
Multi-client portfolio management
Coordinate separate client or entity books, close calendars and reporting needs. Access, confidentiality and fees are agreed for each engagement; standard plans cover one entity.
Advanced projects are scoped and quoted after reviewing your records. Financial reporting is non-assurance work; no audit or review opinion is provided.
Discuss Your Accounting NeedsBehind on your books?
Start with a review of the missing periods, accounts and supporting records. Cleanup remains a separately scoped project, from $250 per historical month of books, with a $500 project minimum for up to 100 transactions and 2 accounts per month.
Support, clearly defined
See what your service can include.
Select the work you need. Your written proposal confirms exactly what is included and who is responsible for each step.
Talk with ExpressBooksCompare the plan limits and inclusions. Payroll processing, tax preparation, filing services, prior-period cleanup and software are separately quoted unless included in your agreement.
Monthly bookkeeping
Transaction categorization, bank and credit card reconciliation, general ledger maintenance, and monthly profit and loss and balance sheet reports. One entity per plan; account and transaction limits are agreed in advance.
Cleanup and catch-up
Review overdue records, investigate reconciliation differences, correct agreed bookkeeping issues, and bring prior periods up to date. Cleanup is a separately scoped project.
Accounts payable
Vendor records, bill entry, due-date tracking, and agreed payment preparation. You approve bills and authorize any release of funds.
Accounts receivable
Customer invoice preparation, receivable tracking, aging reports, and agreed follow-up support. Collection activity and responsibilities are defined in your proposal.
Loan and asset bookkeeping
Record agreed loan activity, interest and principal allocations, and fixed-asset additions or disposals using supporting records. Tax depreciation treatment is coordinated with tax preparation.
Reports and cash flow
Budget versus actual reports, cash flow forecasts, management reporting, and financial review meetings based on the scope you select.
QuickBooks Online and Desktop
Company setup, chart of accounts organization, opening balances, workflow support, and training. Data migration or conversion is quoted after a file review.
How ExpressBooks works
A clear next step, from the start.
Tell us what you need.
Share the service category, your software and the records or periods involved. Keep sensitive documents out of the public inquiry form.
Review your proposal.
We confirm the work, limits, responsibilities, records needed and final fee before onboarding or billing begins.
Start your agreed workflow.
Complete the required authorizations and share records through the arranged secure channel. We coordinate the work defined in your agreement.
Common questions
Know what to expect.
Can you work with my current QuickBooks setup?
We support a broad range of accounting and business platforms, including QuickBooks Online and Desktop. We review your products, versions and access requirements before confirming the work. Migration and conversion are quoted separately.
Can payroll and tax preparation be included?
Yes, services can be coordinated in one proposal. Payroll processing, tax returns and filing services are included only when your agreement expressly says so.
Does requesting a plan start a subscription?
No. Your records, service limits and final fee are reviewed and agreed before onboarding or billing. Monthly subscriptions are ACH only.
Let’s find the right support for you.
Tell us what you need. We’ll review your situation and confirm a practical service scope and price.
Request a ProposalServices are subject to record review, availability, and a written agreement. Your proposal defines scope, limits, responsibilities and fees. Software, government fees and tax payments are separate unless expressly included. Monthly subscriptions use ACH only; approved clients may receive custom pricing and a private payment link.
Explore all services · (614) 714-8350 · info@expressbooksllc.com
Year-end cleanup & reports only
A quote-based project for profit & loss, balance sheet, vendor expense and customer revenue reports, plus agreed cleanup and transaction detail. No monthly bookkeeping or client-owned software subscription is required. Final deliverables and fee depend on your records and written scope.
Work with your existing tools—or receive reports only.
We work across a broad range of accounting, payroll and business software, including QuickBooks and Gusto. Eligible clients may qualify for provider subscription discounts, subject to current provider terms, plan, billing method and renewal pricing. Eligibility and any benefit are confirmed before enrollment; no discount is guaranteed.
Our bookkeeping reports are management reports based on your records. They do not include an audit, review, compilation, attestation or assurance opinion.