Service 06 · 1–2 weeks setup
Bookkeeping
Clean business banking, accounting software set up right, and your history reconciled so the numbers can be trusted.
Fixed scope, a price you approve up front, and a written proposal before any work begins.
Book a free consultation
30 minutes, no obligation. We'll confirm scope, timeline and the exact price for bookkeeping.
What's included
Everything Bookkeeping covers
Messy books cost you at tax time and kill loan applications. We open proper business banking, set up your accounting software with a sensible chart of accounts and reconcile your history so the numbers can be trusted.
Business Banking Recommendations
Open a dedicated business checking account and keep business and personal money separate.
QuickBooks Set-up
Set up accounting software, connect bank feeds, and build a simple chart of accounts.
Reconcile Transactions (2 Years)
Categorize and reconcile every transaction for the trailing two years against statements.
The result
What you walk away with
Concrete deliverables you own at the end — not a folder of advice.
- A dedicated business checking account, cleanly separated
- QuickBooks (or Xero) configured with bank feeds
- A simple, right-sized chart of accounts
- Up to two years of transactions categorised and reconciled
At a glance
Bookkeeping by the numbers
- $495 setup, then from $250/mo
- starting price
- 1–2 wk
- setup
- 2 yr
- history reconciled
- $250/mo
- ongoing from
- 1–2 weeks setup
- typical timeline
Why it matters
What this looks like when it's left undone
The gaps bookkeeping closes — the ones that quietly cost you deals, time and sleep.
Business and personal money are mixed
One account for everything means tax time is a forensic project and your liability protection is weaker than you think.
The books are a shoebox
Receipts, a spreadsheet and good intentions don't survive a loan application or a CPA's questions.
You don't know if you're profitable
Without a real chart of accounts and reconciled months, every financial decision is a guess.
How it works
What working together actually looks like
Open clean banking
A dedicated business checking account, cleanly separated from personal, with the right cards attached.
Set up the software
QuickBooks or Xero, connected to the bank feed, with a chart of accounts sized to your business — not a generic default.
Reconcile the history
Up to two years of transactions categorised and reconciled so opening balances are real.
Hand off or continue
You take it from here with a simple monthly routine, or we run reconciliation and reporting for you.
The difference
Doing it yourself vs. doing it with IPELLO
| On your own | With IPELLO | |
|---|---|---|
| Accounts | One account, personal and business mixed | Dedicated business banking, cleanly separated |
| Software | QuickBooks installed, never configured | Set up with bank feeds and a right-sized chart of accounts |
| History | A year of uncategorised transactions | Reconciled, with opening balances you can trust |
| Reporting | You find out your margin at tax time | A monthly P&L you can actually read |
Every bookkeeping engagement is fixed-scope with a written proposal and a price you approve before any work begins.
Not sure bookkeeping is the right next step?
Book the free 30-minute call — we'll tell you honestly whether you need it yet.
Who it's for
Bookkeeping is a fit if…
- Owners still running everything through one bank account
- Businesses about to apply for a loan or line of credit
- Founders who dread every tax season
They untangled 18 months of mixed transactions, set up QuickBooks properly, and now I get a clean P&L every month. My CPA stopped sending me angry emails.
Illustrative of a typical engagement.
Kept honest
What this price does not cover
Government fees, advertising spend, software subscriptions and third-party professional fees are billed separately unless your proposal explicitly includes them.
- QuickBooks / Xero and bank subscription fees
- Tax return preparation, payroll filing and CPA advisory
- Historical cleanup beyond two years (quoted per volume)
Frequently asked
Good questions
Yes — monthly plans include reconciliation, reporting and a quarterly review call.
Want the full detail? Read the Bookkeeping service page.
Ready to start bookkeeping?
Book a free 30-minute consultation. We'll map the exact scope, timeline and price for your situation — one accountable partner, start to finish.