Need to clean up your books? We can help.

Catch-up & two months on us
ThiemanFinancial Group

The close, every month

Books that close on time, every month.

We keep QuickBooks and Xero current, reconciled, and ready for tax, your banker, and your next hire. You get a real close — not a year-end scramble.

Desk with ledgers and a leather notebook in the Fate office

What’s included

The work, not the software login.

Monthly close, reconciliations, and reporting in QuickBooks or Xero — so tax, lending, and decisions start from numbers you trust.

  • Monthly bank, credit card, and loan reconciliations
  • Cash-basis categorization and a documented close
  • P&L, balance sheet, and cash snapshot
  • QuickBooks Online or Xero as the system of record
  • Year-end package for tax — ours or yours
  • A named person who knows your chart of accounts

Who it’s for

Built for operators, not for a software demo.

S-corps and LLCs that have outgrown DIY books

Owners who want a close by the 15th, not “sometime in April”

Teams preparing for a loan, sale, or hire

Pricing

Bookkeeping plans

Priced from monthly expenses and account complexity. Annual prepay includes two months.

Bronze

$350/month

billed annually, or $395 month-to-month

Clean cash-basis books for a focused operating company.

Best for: Owner-operators who want a reliable monthly close.

  • Up to 3 bank / card accounts
  • Cash-basis books in QBO or Xero
  • Monthly reconciliation and close
  • P&L and balance sheet
  • Year-end tax package
Talk to our team

Silver

Popular
$650/month

billed annually, or $725 month-to-month

Clean cash-basis books and a monthly review you can run the business on.

Best for: Growing teams that need more than a categorized feed.

  • Everything in Bronze
  • Custom chart of accounts
  • Up to 8 connected accounts
  • Payroll and loan tie-out
  • Monthly live review (30 min)
Talk to our team

Gold

$1,250/month

billed annually, or $1,400 month-to-month

Controller-level CAS: close, AP, reporting, and a partner in the numbers.

Best for: Multi-entity or high-volume shops that need a finance lead.

  • Everything in Silver
  • Bill pay and AP coding
  • Multi-entity or class tracking
  • KPI pack and 13-week cash view
  • Priority close by the 12th business day
Talk to our team

Ready to get the books off your desk?

A 30-minute call. We will tell you which plan fits — and what we would fix first.