Call Today 919-896-5774
Call Today 919-896-5774
Our Bookkeeping Services
Monthly Bookkeeping
Consulting & Training
Monthly Bookkeeping
Stay on top of your finances with a reliable monthly process that keeps your books accurate and tax-ready.
- Bank & credit cards reconciled monthly
- Smart rules for automated categorization
- Financial statements delivered within 15 business days
- Email support for quick money questions
- Optional Financial Insights video (+15% of plan)
Cleanup or Catch-up
Consulting & Training
Monthly Bookkeeping
Behind on your books? We fix and organize everything fast so you can file taxes and make decisions with confidence.
- Rebuild months or years of records
- Use advanced tools to import statements
- Every transaction reviewed and corrected
- Tax-ready handoff for your tax preparation
Consulting & Training
Consulting & Training
Consulting & Training
Keep bookkeeping in-house with expert setup, training, and periodic reviews to keep your team confident and accurate.
- Personalized QuickBooks setup and training
- Chart of accounts and workflow optimization
- Monthly or quarterly accuracy reviews
- Option to upgrade to monthly service anytime
Estimated Pricing
Choose the level of help you need. Whether you want to stay hands-on or hand it off completely, we’ve got you covered.
Transparent pricing. No contracts. First month satisfaction guarantee or you do not pay.
Most small businesses lose thousands each year due to messy books and avoidable tax issues. Clean, reliable bookkeeping costs less than one bad decision.
Essential
Professional
Professional
Simple, accurate bookkeeping every month
$300 to $350 / month
- Monthly bank and credit card reconciliation
- Expense categorization with bank rules
- Monthly financial statements
Best for: Tax-ready books for 1 to 2 bank or card accounts
Professional
Professional
Professional
Clear numbers that support growth
$350 to $450 / month
- Everything in Essential
- Light AR and AP tracking
- Quarterly performance summary
- Priority support
Best for: Multiple accounts and higher support
Executive
Not ready for monthly bookkeeping?
Not ready for monthly bookkeeping?
Hands-on support and advanced reporting
$450 to $750 / month
- Everything in Professional
- Custom reports and KPI dashboards
- Accrual, payroll, and loan tracking
- Monthly Zoom walkthrough
- Tax Preparer-ready books for tax time
Best for: Loans, entity complexity, and advanced reporting
Not ready for monthly bookkeeping?
Not ready for monthly bookkeeping?
Not ready for monthly bookkeeping?
Quarterly bookkeeping is available at 15% off the monthly rate. Ideal if you don’t need monthly reports but still want clean, tax-ready books.
Pricing reflects current availability and complexity. You can cancel anytime.
Bookkeeping Credentials
Copyright © 2025 Adam L Gardner Accounting & Tax Service, Inc. - All Rights Reserved.
By appointment only: 525 S White St., Wake Forest, NC 27587 • Virtual appointments available
The partner keeping your books and your mind, balanced.