Guided Comp & Ledger provides clear, consistent support designed for business owners who want their books handled correctly without turning bookkeeping into a second job.

All services are built around QuickBooks Online and structured to support real-world workflows — not unnecessary complexity.

Reliable bookkeeping and admin support built for small contractors and service businesses.

Essential Support

$395/ month

Best for:
Small contractors or service businesses who want accurate books, compliance readiness, and dependable monthly oversight — without job-level tracking or admin involvement.

Includes:

• Monthly bank and credit card reconciliation

• Income and expense categorization

• Chart of accounts setup and consistency checks

• Customer and subcontractor profile setup

• W-9 collection and 1099 tracking (year-end prep)

• Monthly financial snapshot (P&L and balance overview)

• Live & Email support for bookkeeping-related questions

Does not include:

• Job costing or job-level tracking

• Estimate or invoice creation

• Insurance audit support

• Inbox management

This package focuses on clean, accurate books and a solid accounting foundation.

Monthly Support Packages

Simple, predictable pricing based on the level of support your business needs.

Full Support

$850 / month

Best for:
Busy owners who want the back office handled with minimal involvement and proactive oversight.

Includes everything in Guided, plus:

• Recurring/Batch invoice creation (within defined monthly limits)

• Active Workers’ Comp and General Liability audit coordination

  • Direct assistance during the audit process

  • Ongoing document handling and follow-ups

• Expanded estimate and invoice creation

• Deeper inbox management for accounting and admin-related items

• Job costing review and insight

  • Job profitability visibility

  • Cost patterns and margin awareness

• AR / AP oversight (organization and review — not collections)

• Quarterly check-in call to review trends and questions

• Highest priority support

This package is intentionally limited to maintain responsiveness and quality.

*Packages start at the pricing above. If your business grows, we’ll review activity together and adjust services at the start of the next billing cycle.

QuickBooks Catch-Up & Clean-Up

(one time)

If your books are behind or incomplete, a one-time catch-up is highly advised before monthly support begins. This ensures your records are accurate, reports are reliable, and future bookkeeping is efficient and predictable.

Catch-up work is priced based on how far behind the books are and the overall condition of the file.

If a client chooses to opt out of QuickBooks catch-up services, Guided Comp & Ledger will be responsible for bookkeeping from the start date of services forward only.

Transactions, balances, and reporting accuracy prior to that date are not reviewed or corrected unless catch-up work is added later.

Some Important Notes

Estimates & Invoices
Estimate and invoice creation based on provided input is included based on the package selected.

• Guided Support: up to 15 combined estimates/invoices per month

• Full Support: up to 30 combined estimates/invoices per month

Real time invoicing tied to individual service calls, payment collection, dispatch, and customer communication remain part of normal business operations.

• Additional estimate/invoicing support available for higher volume clients.

Insurance Audit Support
Workers’ Comp and General Liability audit support varies by package.

• Guided Support: audit preparation and guidance, including document organization and support responding to auditor requests

• Full Support: active audit coordination, including direct assistance during the audit process and follow-ups

Audit support does not include acting as an insurance agent or providing legal advice.

QuickBooks Online
All services are provided using QuickBooks Online. Clients are responsible for their own QuickBooks Online subscription.

Tax Preparation
Bookkeeping services do not include tax preparation or tax filing.
We work alongside your CPA or tax professional to ensure accurate records for tax reporting.

Inbox Support
Inbox support is limited to bookkeeping- and admin-related communication only.
Daily inbox monitoring, scheduling, dispatch, or customer service responses are not included.

Catch-Up Pricing

1–3 Months Behind
Starting at $400 (one-time)
• Bank & credit card reconciliation
• Transaction categorization
• Basic cleanup and review
• Books prepared for monthly support

4–6 Months Behind
Starting at $900 (one-time)
• Full reconciliation of all accounts
• Correction of miscategorized transactions
• Customer & vendor review
• Accurate, usable financial reports

7–12 Months Behind
Custom Quote (one-time)
• Extensive reconciliation and cleanup
• Posting and balance corrections
• Job or customer review (if applicable)
• Books prepared for CPA or tax filing

A Few Things to Know

• Catch-up pricing is separate from monthly packages
• Final pricing is confirmed after a review and may vary based on transaction volume and account complexity.

Why Catch-Up Comes First

Monthly bookkeeping works best when the foundation is solid. Catch-up services make sure nothing slips through the cracks — and that your books stay clean moving forward.