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Expert Bookkeeping

Business bookkeeping from $100/mo

Dedicated bookkeepers who close your books every month so you can focus on running the business.

Books delivered by the 10th — guaranteed.

Dedicated bookkeeperBy the 10thQB & Xero compatible

What our bookkeepers do for you

More than just data entry — real expertise for your business

Monthly Reconciliation

We reconcile all your accounts monthly to ensure accuracy and catch discrepancies early.

Dedicated Bookkeeper

Work with a real human expert who understands your business and industry. Not a rotating team — one named bookkeeper assigned to your account.

Tax Preparation Support

Year-end reports and documentation ready for your CPA or tax preparer.

Unlimited Support

Questions? Your bookkeeper is just a message away. No extra charges.

How it works

From onboarding to monthly close — here's what to expect

1

Onboarding call

We learn how your business operates, review your chart of accounts, and connect your bank accounts.

2

Bookkeeper assigned

You get a dedicated bookkeeper who knows your industry. They review historical data and set up your books.

3

Monthly close by the 10th

Every month, your bookkeeper categorizes transactions, reconciles accounts, and delivers P&L, Balance Sheet, and Cash Flow.

4

Ongoing support

Ask questions anytime. Your bookkeeper is available for calls, messages, and ad-hoc reports whenever you need them.

Simple, revenue-based pricing

Pricing scales with your business. Same great service at every level.

Monthly price based on your revenue

Under $5K

$100/mo

$5K–$20K

$200/mo

$20K–$50K

$300/mo

$50K–$100K

$400/mo

Over $100K

$600/mo

Everything included at every tier:

Dedicated bookkeeper
Monthly close & reconciliation
Real-time P&L and balance sheet
Unlimited transactions
Direct messaging support
Tax-ready reports
Investor-ready financials
Get Started

Free banking included. No hidden fees.

"Application was easy, smooth, and fast. Enjoying the simple user interface and looking forward to exploring even more."

— Verified Customer, Trustpilot Review

4.8/5

Trustpilot rating

By the 10th

Books delivered monthly

$100/mo

Starting price

Frequently asked questions

Straight answers about Holdings bookkeeping services

What does a Holdings bookkeeper do?

Your dedicated bookkeeper categorizes transactions, reconciles accounts, closes your books monthly by the 10th, and delivers tax-ready financial statements — Profit & Loss, Balance Sheet, and Cash Flow.

How much does bookkeeping cost?

Bookkeeping starts at $100/mo for businesses with up to $25K in monthly revenue. Pricing scales with your revenue — see our pricing page for the full tier schedule.

Can I talk to my bookkeeper directly?

Yes. You get a dedicated bookkeeper who knows your business. You can communicate through the platform, schedule calls, and ask questions anytime.

What if I already use QuickBooks or Xero?

Holdings has native QuickBooks integration and works with Xero and other major accounting software. Our bookkeepers can work within your preferred platform or use Holdings' built-in accounting tools — whatever fits your workflow.

Can I switch between bookkeeping and self-service accounting?

Yes. You can upgrade from free Accounting Software to Bookkeeping Service, or switch back at any time. Your data is always preserved.

When will my books be ready each month?

Your bookkeeper delivers closed books by the 10th of the following month — guaranteed. You'll receive P&L, Balance Sheet, and Cash Flow statements.

Do you handle catch-up bookkeeping?

Yes. If you're behind on your books — months or even years — our team can clean up and reconcile your historical records. Catch-up work is quoted separately based on scope.

What accounting software do you use?

Our bookkeepers work in Holdings' built-in accounting platform. If you prefer QuickBooks or Xero, we can work with those too — your bookkeeper adapts to your setup.

Is there a contract or minimum commitment?

No contracts. You can cancel bookkeeping anytime. Your free Holdings banking and accounting software stay active even if you stop the bookkeeping service.

Can my CPA access the books?

Yes. You can grant read-only access to your CPA or tax preparer so they can pull reports and review your books directly — no manual exports needed.

Get your books caught up

Behind on your bookkeeping? Our team can clean up months or even years of backlog and get you current.

Catch-up bookkeeping is quoted based on the number of months and transaction volume. Most catch-up projects are completed within 2–4 weeks.

Talk to a Bookkeeper