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Leo Financial Services, LLC
Leo Financial Services, LLC
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    • Home
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      • Financial Reporting
    • More
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      • Online Appointments
      • Price List
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  • Home
  • Services
    • Monthly Bookkeeping
    • Bookkeeping Cleanup
    • Financial Reporting
  • More
    • Services
    • Online Appointments
    • Price List
    • Terms & Conditions
    • Privacy Policy

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Menu / Price List

Monthly Bookkeeping Pricing

Our bookkeeping services are designed to grow with your business. Each package includes accurate monthly bookkeeping, organized financial records, and reliable support tailored to your stage of growth.

Growing Business Bookkeeping

Starting at $350/Month

 

Designed for small and early-stage businesses with straightforward activity.

Includes:

  • Monthly transaction recording
     
  • Bank and credit card reconciliations
     
  • Income and expense categorization
     
  • Monthly Profit & Loss statement
     
  • Secure delivery of financial reports
     

Ideal for solopreneurs, service-based businesses, and new companies that want organized, tax-ready books without complexity.

Expanding Business Bookkeeping

Starting at $600/Month

 

Built for growing businesses with higher transaction volume and increasing financial needs.

Includes:

  • Monthly transaction recording
     
  • Bank and credit card reconciliations
     
  • Detailed income and expense tracking
     
  • Monthly Profit & Loss and Balance Sheet
     
  • Cash flow summary
     
  • Ongoing bookkeeping support
     

Ideal for growing teams, multi-account businesses, and owners who want better visibility into cash flow and performance.

Established Business Bookkeeping

Starting at $950/Month

 

Designed for established businesses requiring advanced oversight and consistent financial reporting.

Includes:

  • Full monthly bookkeeping services
     
  • Bank and credit card reconciliations
     
  • Profit & Loss, Balance Sheet, and Cash Flow reports
     
  • Month-over-month trend analysis
     
  • Customized reporting based on business needs
     
  • Priority support
     

Ideal for established businesses, professional firms, and wineries that rely on accurate financial data for planning and decision-making.


Bookkeeping Cleanup Pricing

Bookkeeping cleanup services are designed to correct inaccurate, incomplete, or disorganized financial records and bring your books into proper order. Pricing depends on the condition of the records, transaction volume, and number of months requiring cleanup.

Basic Bookkeeping Cleanup

Starting at $300 (one-time)

 

Designed for minor issues or recently neglected books.

Includes:

  • Review of existing bookkeeping records
     
  • Correction of basic categorization errors
     
  • Reconciliation of up to 1–2 bank or credit card accounts
     
  • Clean Profit & Loss statement
     

Ideal for businesses that are mostly organized but need light corrections.

Standard Bookkeeping Cleanup

Starting at $750 (one-time)

 

Designed for businesses with moderate errors or gaps.

Includes:

  • Full review of bookkeeping records
     
  • Correction of misclassified transactions
     
  • Bank and credit card reconciliations
     
  • Cleanup of multiple accounts
     
  • Updated Profit & Loss and Balance Sheet
     

Ideal for businesses preparing for tax filing or transitioning to ongoing monthly bookkeeping.

Advanced Bookkeeping Cleanup

Starting at $1500 (one-time)

 

Designed for severely disorganized or incomplete books.

Includes:

  • Comprehensive review of historical records
     
  • Cleanup of multiple months or years
     
  • Extensive corrections and reconciliations
     
  • Detailed financial statements
     
  • Coordination-ready reports for CPA or tax preparer
     

Ideal for established businesses, professional firms, and wineries with complex or overdue records.


Financial Reporting Pricing

Our financial reporting services provide clear, accurate insights into your business performance. All reports are prepared using professional accounting standards and customized to your business needs.

Basic Financial Reporting

Starting at $200/Month

 

Includes:

  • Monthly Profit & Loss Statement
     
  • Balance Sheet
     
  • High-level financial summary
     
  • Reports delivered monthly in PDF or secure client portal
     

Ideal for small businesses that want basic financial visibility and tax-ready reports.

Standard Financial Reporting

Starting at $300/Month

 

Includes:

  • Monthly Profit & Loss Statement
     
  • Balance Sheet
     
  • Cash Flow Summary
     
  • Trend comparison (month-over-month)
     
  • Brief written insights highlighting key changes
     

Ideal for growing businesses that want deeper insight into cash flow and profitability.

Advanced Financial Reporting

Starting at $450/Month

  

 

Includes:

  • Profit & Loss Statement
     
  • Balance Sheet
     
  • Cash Flow Statement
     
  • Budget vs. actual comparison
     
  • Trend analysis (monthly or quarterly)
     
  • Customized reporting based on business goals
     

Ideal for established businesses, wineries, and professional service firms that rely on financial data for planning and decision-making.

One-time / Custom Financial Reporting

Starting at $200/Report

 

Includes:

  • Year-end financial reports
     
  • Reports for tax planning, lending, or internal review
     
  • Cleanup-related or historical financial reporting
     
  • Custom formats upon request
     

Pricing varies based on complexity and time period.

Important Disclosures & Professional Disclaimer

Welcome to Healdsburg Bookkeeping!

  

Financial reporting services are provided for informational and internal business use only. Reports prepared by Healdsburg Bookkeeping are based solely on the financial data and documentation provided by the client and are not intended to be used as audited or reviewed financial statements.

Healdsburg Bookkeeping does not provide assurance services, audits, reviews, compilations, or attest services as defined by the American Institute of Certified Public Accountants (AICPA). We do not express an opinion, conclusion, or assurance regarding the accuracy or completeness of financial statements.

Financial reports are not a substitute for tax advice, legal advice, or CPA services. Clients are encouraged to consult with their CPA, tax advisor, or legal professional regarding tax filing, compliance, financial strategy, or regulatory matters.

Pricing listed is an estimate and subject to change based on transaction volume, account complexity, reporting scope, and the condition of existing bookkeeping records. Additional fees may apply for historical cleanup, corrections, or custom reporting requests outside the agreed scope of service.

Financial reporting services require accurate and up-to-date bookkeeping records. If records are incomplete or inaccurate, bookkeeping cleanup or catch-up services may be required prior to preparing financial reports.

By engaging our services, the client acknowledges responsibility for the accuracy and completeness of information provided.

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Get in touch with us today to learn more about how we can help your business thrive.

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