Call Today 919-896-5774

Adam L Gardner Accounting & Tax Service, Inc.
Adam L Gardner Accounting & Tax Service, Inc.

Call Today 919-896-5774

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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 freelancers and solo owners under $100k revenue

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 growing businesses with multiple accounts

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 Loom walkthrough
  • Tax Preparer-ready books for tax time

Best for established or multi-entity businesses

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.

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.

  • Home
  • Upload Documents
  • Perspectives
  • Important Dates
  • Our Mission
  • Our Services
  • Our Bookkeeping Services
  • Meet the Owner
  • What is an Enrolled Agent
  • Tax Deadline Countdown
  • Contact Us
  • Check Refund
  • Extension Requests
  • Taxpayer Rights

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