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Flag on Mountain Peak

Providing complete financial peace of mind

Offering top-notch business and personal bookkeeping, as well as fractional CFO services, all with unmatched quality and expertise.

Pricing
Services

Monthly Business Bookkeeping

  • Monthly bookkeeping

  • Dedicated bookkeeping experts

  • Year-End tax-Ready financial reports

  • Unlimited direct access to your bookkeeping team

  • Convenient monthly packages

Monthly Personal Bookkeeping

  • Income & Expense Tracking

  • Budget Setup

  • PFS &  SREO maintenance

  • 1099 & K1 tracking

  • Year-End tax-Ready financial reports

  • Ensuring smooth tax filing process

  • Convenient monthly packages

Catch-up Bookkeeping

  • Catch-up bookkeeping for books less than a year behind

  • Dedicated bookkeeping experts

  • Year-End tax-Ready financial reports

  • Unlimited direct access to your bookkeeping team

  • Convenient monthly packages

Cleanup Bookkeeping

  • Cleanup bookkeeping for books a year or more behind

  • Dedicated bookkeeping experts

  • Year-End tax-Ready financial reports

  • Unlimited direct access to your bookkeeping team

  • Convenient monthly packages

Outsourced CFO Services

  • Financial reporting & analysis of KPI's

  • Cash flow management

  • Financial Strategy and Planning

  • Cost control & profitability improvement

  • Convenient monthly packages

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 Services

Packages

Pricing

Business Basic

Sole Proprietors & Self Employed individuals

From $349/Mo.

Business Plus

Monthly cash-basis bookkeeping

From $449/Mo.

Business Premium

Monthly cash-basis bookkeeping & AR + AP tracking

From $549/Mo.

Bookkeeping Update

For bookkeeping that's behind. We get it up to date

From $349/Mo.

Personal Bookkeeping

For individuals to track investments, income, & expenses

From $399/Mo.

Fractional CFO Services

For business owners who want to take their business to the next level

From $999/Mo.

About

Why Complete Books?

Helping clients take control of their finances for long-term success

Personalized financial solutions tailored to unique client needs


Trusted partner for bookkeeping and CFO services

Unparalleled customer service enabling strong long term partnerships

Our team brings years of public & private accounting experience in a variety of industries

Hassle-free experience leading to savings of time & money

FAQ

FAQ'S

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1. What bookkeeping method do you use?

We specialize in cash & accrual basis bookkeeping, focusing on real-time financial transactions to provide you with accurate and up-to-date records.

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2. Which software do we use?

We use QuickBooks Online, an industry-standard software that streamlines the bookkeeping process. This ensures smooth and efficient financial management, providing tax-ready financials at year end.

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3. How does complete books access my bank account data?

Once you securely connect your financial accounts, we'll take care of the rest by categorizing the transactions accurately and seamlessly

 

4. How does your process work, and what is the communication flow like?

Our process is simple and transparent. We will periodically send you updates on any open items or questions we have regarding transactions. This ensures clarity and allows us to address any discrepancies efficiently.

 

5. When can I expect my books to be ready each month?

Books are typically ready by the end of the following month, assuming we have access to all relevant data by the 1st of the month. This provides ample time for review and ensures that you have accurate financial information for making informed decisions.

 

6. Are there any additional services or features available?

Yes, we offer a range of additional services to cater to your specific needs. Whether it's customized reporting, financial analysis, or additional support, we can tailor our services to align with your business requirements. Feel free to inquire about these options to enhance your financial management experience.

 

7. How can I get in touch?

Our dedicated team is ready to help! You can reach us by emailing info@completebooksmgmt.com. Feel free to drop us a message, and we'll promptly address your questions.

Contact

Let's Talk!

845-817-7463

  • Whatsapp

Info@completebooksmgmt.com

  • LinkedIn

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Schedule your free 15 minute consultation now!

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