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Professional Bookkeeping Services Tailored for Your Business
Streamline Your Finances with Expert Bookkeeping Solutions
While serving hundreds of small businesses, we recognized the need for customizable, professional bookkeeping services — and we delivered. Set your business up for success with clean books and an accurate view of your company’s financial performance. Unlike most outsourced bookkeeping services, you receive a monthly support meeting with your dedicated financial expert and have unique access to our suite of advisory services at discounted rates.
The Best Value Bookkeeping for Small Business
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Monthly financial reporting
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Tax preparation support
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Payroll assistance
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Financial forecasting
Bookkeeping Without Borders: The Case for Going Virtual
In-house bookkeeping may feel familiar, but it often comes with hidden costs—overhead, limited flexibility, and inconsistent expertise. At CATS, we believe your financial systems should work as hard as you do. That’s why our virtual bookkeeping services are designed to be seamless, secure, and scalable.
Whether you're a small business owner or nonprofit leader, outsourcing your books means:
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✅ Real-time access to your financials from anywhere
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✅ Credentialed professionals without the payroll burden
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✅ Audit-ready reports tailored to your industry
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✅ Flexible support that grows with your organization
We don’t just balance numbers—we build clarity, confidence, and capacity. Let us handle the books so you can focus on your mission.
Bookkeeping Solutions and Pricing
Our bookkeeping plans are designed to simplify your financial management and help your business thrive. Whether you're a small startup or an established company, we offer a range of customizable packages to meet your unique needs. Our expert team is dedicated to providing accurate, timely, and insightful financial information, allowing you to focus on what you do best—running your business. Let us handle the numbers so you can concentrate on your growth and success.
Basic Plan
Ideal For Startups and Freelancers
The Basic Balance Plan is perfect for startups, freelancers, and other cash basis businesses looking for reliable and straightforward financial management. This plan provides essential services to keep your finances organized and compliant, allowing you to focus on growing your business..
$299/month
Billed Monthly
What the Plan Offers:
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Dedicated Bookkeeper: Get personalized support from a dedicated bookkeeper who understands your business needs.
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Catchup/Setup: Initial setup and catchup services to ensure your accounts are accurate and up-to-date.
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Monthly Account Categorization: Regular categorization of your transactions to keep your financial records organized.
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Bank and Credit Card Reconciliation (up to 5 accounts): Ensure your bank and credit card statements match your records for accurate financial reporting.
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Monthly Financial Statements: Receive detailed financial statements each month to track your business performance.
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1099 Filing: Hassle-free preparation and filing of 1099 forms for your contractors.
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Unlimited Email Support: Get answers to your financial questions anytime with unlimited email support.
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25% Discount on QuickBooks Online: Enjoy a significant discount on QuickBooks Online to manage your finances efficiently.
Advanced Balance Plan
The Advanced Balance Plan offers robust financial management for growing businesses, blending essential and advanced services. It streamlines your financial operations, aligns them with your goals, and provides comprehensive oversight without the complexity of a full-scale accounting department. Perfect for decision-makers focused on growth, it ensures efficient financial management, accurate expense tracking, and timely payroll and tax filings, with expert support to navigate financial challenges and seize growth opportunities.
$499/month
Billed Monthly
What the Plan Offers:
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Basic Balance Features
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Unlimited Bank and Credit Card Reconciliation
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Bi-Weekly Account Categorization
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Expense Tracking
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Payroll Support
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Revenue Recognition
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Quarterly and Annual Tax Filings
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Payroll Management (up to 50 Employees)
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Bi-Weekly Meeting with Dedicated Bookkeeper
Premium Balance Plan
The Premium Balance Plan elevates your business's financial management. Tailored for small to medium-sized businesses, it offers a comprehensive suite of services to ensure efficient and strategically aligned financial operations. Gain expert guidance and advanced tools to navigate complex financial landscapes, optimize cash flow, and ensure compliance. Perfect for decision-makers focused on growth and innovation, knowing their financial management is in capable hands.
$799/month
Billed Monthly
What the Plan Offers:
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Basic and Advanced Balance Features
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Dedicated Accountant
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Accounts Payables/Receivable Management
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Inventory Management
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Cash Flow Analysis
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Budgeting
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Payroll for up to 100 Employees
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Monthly/Quarterly/Annual Tax Preparation and Filings
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Weekly Account Categorization
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Weekly Meeting with Dedicated Accountant
*Prices are subject to change based on State and transactions.
How does it work?
Three Easy Steps
Initiate
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Select a Bookkeeping plan.
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Provide access to your system: QuickBooks Online, Xerox, and etc.
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Your dedicated remote bookkeeper will get started!
Schedule
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Schedule your monthly report by the 25th each month.
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Take advantage of your monthly support hours with our financial experts.
Customize
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Access our suite of additional accounting & advisory services at discounted rates.
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Only pay for what you need.
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Join Our Thriving Community of Successful Business Owners
We’ve helped businesses big and small effortlessly manage their accounts. Our clients trust us to handle their financial needs with precision and care, allowing them to focus on what they do best—growing their business. Experience the peace of mind that comes with expert bookkeeping services and join our community of satisfied business owners today!
John Davis, CA
"CATS Bookkeeping Services has been a game-changer for my business. Their attention to detail and expert advice have helped me streamline my finances and focus on growth. I highly recommend their services to any small business owner!"
Layla James, NY
"CATS transformed our financial operations, allowing us to focus on growing our business.
Lisa Hoskins, MI
“Switching to CATS Bookkeeping Services was one of the best decisions we've made. Their comprehensive financial management plans have provided us with the insights and tools needed to navigate complex financial landscapes. Their dedication and expertise are unmatched.”