Bookkeeping That Fits Your Business

It depends on how active and complex your business is, how often you need current financial information, and how much activity is flowing through the books. Checkpoint is designed for straightforward, lower-volume businesses that do not need monthly financials. Monthly works well for most established businesses, while Weekly is intended for higher-volume or more complex businesses that need more current information. We’ll help you determine the right fit.

Yes. We work in QuickBooks Online or Xero, and you maintain your own subscription directly. Your software subscription is separate from our bookkeeping fees. We believe your books should stay yours, with direct access to your accounting records at all times.

Bookkeeping is still a partnership, but we work hard to keep your part small. We handle the accounting work and reach out when we need business-specific information, documentation, or clarification that only you can provide. Responsive communication helps us keep your books accurate and gives you the best results.

That’s okay. We offer cleanup and catch-up services to correct current-year bookkeeping, clean up the chart of accounts, address reconciliation or categorization issues, and create a reliable starting point. Cleanup may be required before ongoing bookkeeping begins and is priced based on the scope of work.

Yes. Our one-time bookkeeping setup is $295 and includes guidance connecting bank feeds, an optimized chart of accounts, example transaction categorization, a recorded walkthrough of your file, and 90 days of portal support for how-to questions and minor tweaks. The setup fee is waived when you begin ongoing bookkeeping and prepay at least three service intervals.

Absolutely. Your bookkeeping needs can change as your business changes. A business that starts with Checkpoint Bookkeeping may eventually need monthly service, while another may grow into weekly support. We can adjust the frequency when it makes sense.

We can support the bookkeeping side of payroll, including payroll reconciliation and making sure payroll activity is reflected correctly in the books. Payroll processing itself is a separate service and is not automatically included in bookkeeping fees.

The prices shown above are starting points. Your actual bookkeeping fee is based on the amount and complexity of the work, including transaction volume, number of accounts, payroll activity, loans, and other bookkeeping or reporting needs. After learning about your business and reviewing your books, we’ll confirm the appropriate service level and your monthly or per-touchpoint fee.

No. General bookkeeping services can be provided as a standalone service. If Fortitude also prepares your tax returns, the bookkeeping and tax relationship can work together more seamlessly, but tax preparation is not required to use our bookkeeping services.

Yes. Fortitude provides virtual bookkeeping services to businesses throughout the United States. We use a secure client portal to exchange documents and communicate with you wherever your business is located.

Cleanup projects are generally scheduled outside our busiest tax filing period. We do not perform bookkeeping cleanup projects from February through April, when our team is focused on tax filing work.

We use our secure client portal for bookkeeping questions, document requests, and ongoing communication. This keeps your accounting information and conversations organized in one secure place.