Accuracy, every month
Transactions are categorized, accounts are reconciled, and every detail has a proper place.
Accurate monthly bookkeeping
Accurate books. Confident business.
We keep the books for hardworking businesses organized, reconciled, and ready every month—so you can stay focused on the work in front of you.
Financial clarity. Built on integrity.
Financial overview
This month
Net profit
$28,540
+16% from last month
Accounts reconciled
Statements prepared
Reliable books, month after month
Trades
Construction
Agriculture
Landscaping
Service businesses
The Plumb Line promise
Financial clarity, built on integrity.
Our work is simple by design: keep your books accurate, organized, and CPA-ready. No tax preparation. No financial advice. Just dependable bookkeeping you can build on.
Order your CPA can trust
Clear monthly reports and clean year-end financials bring fewer loose ends to tax time.
One focused discipline
We do one thing exceptionally well: dependable monthly bookkeeping for businesses that need their numbers right.
A dependable monthly rhythm
Confidence comes from a consistent process.
No scattered spreadsheets or confusing extras. Your books receive the focused, repeatable attention your business deserves.
The foundation
- Monthly transaction categorization
- Bank and credit card reconciliations
- Profit & Loss, Balance Sheet, and Cash Flow Statement
- Secure document sharing and CPA-ready year-end financials
- 01
Share what we need
Secure document sharing keeps the monthly handoff simple and organized.
- 02
We reconcile and organize
Transactions, bank accounts, and credit cards receive the attention they need.
- 03
You see the full picture
Monthly statements provide a reliable view of business performance.
- A fit for businesses with $250,000–$5 million in annual revenue.
Monthly bookkeeping plans
Choose the level of care your books require.
Every plan delivers accurate, organized, CPA-ready financials. We begin with a fit consultation—not tax preparation or financial advice.
Built for trades, construction, farms, landscaping, and service businesses
Foundation
$749/month
For businesses with straightforward monthly bookkeeping needs.
A reliable monthly close and clean records you can hand to your CPA with confidence.
Book a fit consultation- Monthly transaction categorization
- Bank reconciliations
- Credit card reconciliations
- Monthly Profit & Loss
- Monthly Balance Sheet
- Monthly Cash Flow Statement
- Secure document sharing
- CPA-ready year-end financials
- Email support
Know your numbers every month.
Growth
$1,249/month
For growing businesses with higher transaction volume.
More room for the accounts, activity, and operational detail behind a growing business.
Book a fit consultation- Everything in Foundation
- Additional bank and credit card accounts
- Higher monthly transaction volume
- Inventory or loan tracking, if applicable
- Monthly financial health summary
- Faster turnaround time
- Priority email support
Reliable books that grow with your business.
Complete
$2,549/month
For established businesses with complex bookkeeping.
A dedicated, high-touch rhythm for businesses that need their financials right every week.
Book a fit consultation- Everything in Growth
- Multiple bank accounts
- Multiple credit cards
- High transaction volume
- Multiple revenue streams
- Class or location tracking
- Weekly bookkeeping updates
- Dedicated bookkeeping specialist
- Priority turnaround
Professional bookkeeping for businesses that cannot afford inaccurate financials.
Consultation first
Start with a conversation about your books.
We’ll learn how your business operates, confirm the right level of monthly support, and explain the next step before any engagement begins.