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Monthly Bookkeeping Plans
Our monthly bookkeeping plans provide flexible, comprehensive support for businesses of all sizes—from small startups to established contractors managing multiple projects. Each package can be customized to match your business’s specific needs, ensuring you get exactly the support you require.
Essential Plan
Best for businesses with lower transaction activity.
✔ Monthly transaction categorization
(up to 100 transactions)
✔ Bank & credit card reconciliations
✔ Monthly financial statements
(P&L, Balance Sheet)
✔ Year-end tax-ready books
✔ Ongoing email support
Growth Plan
Ideal for growing businesses with a moderate transaction volume.
Everything in Essential PLUS:
✔ Increased monthly activity
(up to 250 transactions)
✔ Monthly financial insights
(plain-English summary)
✔ Categorization review for accuracy &
optimization
✔ Responsive email & phone support
✔ Quarterly check-in or review
⭐ Client Favorite
Premium
Best for larger businesses with higher transaction activity.
Everything in Growth PLUS:
✔ Increased monthly activity
(up to 500 transactions)
✔ Cash flow visibility & guidance
✔ Monthly review call (or strategy call)
✔ Priority support with direct access
Add-On Services
Accounts Payable
✔ Keep your vendor bills organized and easy to manage
✔ Stay on top of due dates and upcoming payments
✔ Ensure all bill payments are accurately recorded
✔ Maintain clean, up-to-date expense tracking
✔ Get clear visibility into your outstanding and paid bills
Stay organized and avoid late fees or surprises
Accounts Receivable
✔ Create and send clean, professional invoices
✔ Stay on top of outstanding payments and customer balances
✔ Set up recurring invoices for consistent billing
✔ Follow up on unpaid invoices with automated reminders
✔ Get clear visibility into paid and outstanding invoices
Get paid faster—without chasing down invoices
Catch-up/Clean-up
Catch-up
✔ Bring books up to date for prior months
✔ Enter missing transactions
✔ Organize historical financial data
✔ Ensure all accounts are fully reconciled
Clean-up
✔ Fix inaccurate financial reports
✔ Identify potential missed deductions
✔ Clean up prior-period discrepancies
✔ Ensure books are tax-ready for your CPA
✔ Align books with best practices going forward
Ask us about our Project-Based Bookkeeping, Payroll, QuickBooks Online Training and other services.
Help Me Choose the Right Plan
Not sure which plan fits? We'll guide you.
About Palomino Bookkeeping
Lorri Haslup, Owner
Professional online bookkeeping and payroll services for businesses that want clear, organized finances.
You didn't start your business to spend weekends in a spreadsheet.
Palomino Bookkeeping helps you:
Get your time back
Stay organized and compliant
Maximize tax deductions
I work with businesses, contractors, and skilled trades professionals to keep their books organized and their finances clear—without the stress.
Using QuickBooks Online, I provide reliable monthly bookkeeping, payroll, and clean-up services for businesses across the U.S.
When your books are handled properly, you spend less time worrying about numbers, avoid costly mistakes, and gain the clarity you need to grow your business.
Whether you’re just starting out or ready to grow, Palomino Bookkeeping is here to support you every step of the way.
What Satisfied Clients Are Saying
⭐⭐⭐⭐⭐- “Exceptional Service & Expertise -
Lorri brings both expertise and professionalism to her bookkeeping services. She quickly demonstrated a deep understanding of financial management and provided thoughtful guidance tailored to my business. She made me feel confident and supported from day one. Her communication is excellent, and she was always available to address questions or concerns. If you are looking for someone dependable, knowledgeable, and responsive, she is an outstanding choice."
⭐⭐⭐⭐⭐- “Lorri is simply one of the best. She communicates well, understands my detailed business needs & is dedicated to my success. I highly recommend her!"
Why Businesses Choose Palomino Bookkeeping Online Services
✔ QuickBooks Online Certified
✔ Reliable Monthly Reporting
✔ Clear Communication
✔ Personalized Support
Ready to See What This Could Look Like for Your Business?
Answer a few quick questions and we'll build a bookkeeping plan tailored to your business - no pressure, no commitment.
Not Local? No Problem.
We use secure online systems to safely send and receive bookkeeping documents, allowing us to work with clients from anywhere.
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