Accounting & Bookkeeping
Monthly Bookkeeping
Clarity every month. Decisions that make sense. Numbers you can trust.
You need more than a pile of transactions in QuickBooks. You need clean books, consistent reporting, and a team who can explain what it all means.
At Steinke & Company, bookkeeping isn’t just data entry. It’s the foundation of your financial system—and your future growth. It’s near impossible to engage in tax planning without good books. And you certainly can’t file a tax return if your books are a mess.
But here’s the truth: good bookkeeping is a partnership. If you ignore us for months, we can’t do our job. That’s why we offer bookkeeping packages based not on volume, but on how involved you want to be—and how far you want to go. This is very different from other firms that price based on services offered or quantity. We take those things into account as well, but if you’re just here to make your banker happy or you know you need to do this, but don’t want to be bothered each month, we can respect that. We’ve also learned over the years that all different kinds of people and businesses need bookkeeping and not all of them want to talk or plan each month.
We’ve also seen “Premium” “Elite”, and “Diamond” packages that are so high priced that small businesses can’t afford them. But they really WANT that service. We believe in serving those who want the help, no matter their size or bank account. We’ll price it so that you can have a small business with a high touch. Or a big company with a low touch.
What’s Included in Every Package:
✅ Categorized transactions + reconciled accounts
✅ Monthly or quarterly reporting (depending on package)
✅ 1099 prep and filing (up to 20 forms)
✅ Client portal, secure communication
See the details on each package type here and the add-ons that you can package into your custom engagement.
We’re not a mass-market bookkeeping factory. You get a real person, trained in your industry, backed by a tax team that sees the whole picture.
Choose Your Level:
🪵 I HAVE TO
Starting at $400/month
This package is for when someone (your banker, spouse, or the IRS) is making you do it. You’ll probably ignore our emails. We won’t take it personally.
Includes quarterly bookkeeping, basic reports, and tax prep readiness.
Proactive support: ❌
Video recaps: ❌
Tax planning: ❌
Communication: 5–7 day turnaround
KPI tracking: ❌
Optional add-ons not recommended for this tier.
🌾 I NEED TO
Starting at $550/month
You know this matters, even if it’s not your favorite task. You’ll answer questions (eventually) and want some tax planning once a year.
Includes monthly books, standard reports, and a year-end strategy session.
Proactive support: Occasionally
Video recaps: Quarterly
Tax planning: Year-end only. Can add a session as needed.
Communication: 48–72 hours
KPI tracking: ❌
Optional add-ons available.
🔥 I WANT TO
Starting at $550/month
You’re in it. You want visibility, leadership, and numbers you can use to grow or sell your business. You meet with us often, ask smart questions, and want high-level guidance. Includes monthly books, advanced reporting, tax planning, and strategic partnership.
Proactive support: Yes
Video recaps: Monthly
Tax planning: Quarterly
Communication: Responsive, often daily
KPI tracking: ✅
Recommended tier for coaching and consulting clients.
Add-On Services Available (for “Need To” and “Want To”):
Rewind QBO Backup
Advanced Dashboards + Reporting
A/P or A/R Management
Sales Tax or Payroll
Inventory Tracking & Job Costing
Employee Onboarding Support
Admin & Tech Help
Business Coaching + Strategic Consulting
This Is a Partnership
If you want clean books, we need answers. We ask for logins, documents, and clarification—and we expect responses. If you ghost us for months or avoid communication, we will pause or terminate service. That’s how we protect our team and our good clients.
You can’t grow what you don’t measure. Let’s get your numbers working for you.