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A fresh start for your books

Get caught up. Stay on track.

Bring overdue records up to date, then move into a consistent monthly bookkeeping routine. ExpressBooks coordinates your catch-up project and ongoing close through one remote service package.

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EXPRESSBOOKS SERVICE PACKAGES

Cleanup & Catch-up + Monthly Bookkeeping

Review overdue periods and opening balances
Reconcile agreed bank and credit-card accounts
Resolve documented bookkeeping discrepancies

Built around your business

Cleanup & Catch-up + Monthly Bookkeeping

We first review the months involved, transaction volume, accounts, missing records and existing balances. Your proposal separates the one-time cleanup and catch-up scope from the monthly bookkeeping work, with a clear transition date.

Discuss your package

Your agreed scope can include

Review overdue periods and opening balances
Reconcile agreed bank and credit-card accounts
Resolve documented bookkeeping discrepancies
Move into your agreed monthly bookkeeping plan

The signed proposal confirms records needed, limits, deadlines and responsibilities before work begins.

Combined services, clear pricing

One proposal. Clear package savings.

Monthly bookkeeping starts from $200/month. Cleanup and catch-up are quoted after reviewing your records. Your proposal shows each component and the bundle savings.

Bundle services and save with pricing tailored to your business. We review your records, service overlap and needs before quoting. Your proposal compares the agreed combined service fees with the same services purchased separately and confirms any savings; no fixed discount or savings amount is guaranteed. One combined monthly ACH auto-payment covers the services and any allocated cleanup or annual-return fee over the agreed schedule. Your written agreement confirms the total commitment, coverage periods, payment authorization and change or cancellation terms before enrollment.

Existing standalone prices remain available. Software and provider fees, government fees, tax payments and third-party costs are excluded from the service discount. Additional work requires an agreed quote. Monthly subscriptions use ACH only, with private payment links for approved clients.

Request your tailored quote

Remote and virtual services

A practical path from inquiry to delivery.

1

Tell us about your business.

Select your package, entity type and the periods or payroll needs involved. Keep sensitive documents out of the public contact form.

2

Confirm scope and savings.

We review your records and provide a written quote showing included services, individual fees, any agreed package savings and final price. Meetings are confirmed by ExpressBooks.

3

Start your coordinated workflow.

Approved clients complete the agreement and required authorizations, share records through the arranged secure channel and receive a private payment link.

Package questions

Can I start monthly bookkeeping before cleanup is finished?

We can coordinate current-month work while completing the agreed backlog when the records and opening balances allow it. Your proposal confirms the sequence, responsibilities and any additional work.

Can the package change as my business grows?

Yes. Employee counts, transaction volume, additional states, entities and reporting needs are reviewed with you. Any change in scope or price is confirmed in your agreement before additional work begins.

Are meetings in person?

ExpressBooks provides remote and virtual services. Request a meeting through the contact form; we confirm the appointment and meeting details with you.

Is sales tax return filing included?

Only when it is expressly included in your quote. Sales tax filing currently supports Ohio, Mississippi and Alabama. Contact ExpressBooks to confirm state eligibility, filing periods and fees before work is accepted.

Find the right package for your next step.

Tell ExpressBooks what you need and receive a clear service scope, package savings and a tailored quote.

Request a remote meeting

All services · Standalone service pricing · Cleanup + monthly bookkeeping · Bookkeeping + annual tax return · Bookkeeping + tax + payroll

What your combined monthly payment covers

Monthly bookkeeping starts at $200 per month. Cleanup starts at $250 per historical month of books, with a $500 project minimum, for the published starting scope of up to100 transactions and2 accounts per historical month. Your proposal confirms the backlog, records required, cleanup deliverables and transition into your monthly plan. Payroll processing and annual tax preparation are added only if expressly included.

Your proposal shows each service component, the custom savings on combined ExpressBooks service fees, and one combined monthly ACH payment. Any cleanup project or annual-return fee allocation and payment term are agreed in writing. Software/provider charges, government fees and tax payments are excluded from the discount. Services already included in your bookkeeping or payroll scope are not charged twice. Approved clients receive a private payment link after agreement; an inquiry does not enroll you or authorize a charge.

Payroll inclusions · Corporation and partnership return scope · Request your itemized package proposal