Professional Bookkeeping Services
Your books.
Finally clear.
Expert bookkeeping for small and medium-sized businesses — accurate, affordable, and fully remote. Fixed-rate monthly plans with no surprise fees.
How It Works
From messy books to clear metrics — in three steps
Discovery & Diagnostic Review
We assess your books and confirm the scope of work before any monthly service begins. You receive a flat-rate proposal after the review.
ONE-TIMECleanup & Catch-Up
If your books need it, we bring everything current and accurate before ongoing service begins. Priced separately based on scope.
IF NEEDEDOngoing Monthly Bookkeeping
Fixed-rate monthly service scaled to your transaction volume, integrations, and entity structure. Consistent, reliable, on time.
MONTHLY RECURRINGWhat We Do
Services built for small business
Monthly Bookkeeping
Accurate income and expense categorization, account reconciliation, and organized records — delivered every month, on time.
Financial Statement Prep
Clear, timely Profit & Loss reports, Balance Sheets, and cash flow summaries to help you make smarter business decisions.
CPA Coordination
We work directly with your tax preparer so year-end is seamless — organized records, zero scramble, no last-minute chaos.
A/R & A/P Tracking
Accounts receivable and payable visibility included in monthly plans. Full automation and bill pay available as add-ons.
Custom Financial Reporting
Cash flow, job costing, class tracking, deferred revenue — tailored reports built for Pro plan clients with complex needs.
Software Integrations
QuickBooks Online setup, third-party app connections, and integration monitoring. Pro plan includes one primary integration.
Proud QuickBooks Affiliate Partner — Get QuickBooks Online through our affiliate link
Transparent Pricing
Fixed-rate plans. No surprise fees.
All plans require a one-time Discovery & Diagnostic Review before service begins. QuickBooks Online subscription billed separately.
Starter
$350/mo starting
- Income & expense categorization
- Monthly P&L report
- Bank & credit card reconciliation
- Basic A/P & A/R tracking
- CPA coordination
- Secure document storage
- Email support (48–72 hr response)
Growth
$550/mo starting
- Everything in Starter
- Balance Sheet reporting
- Sales tax tracking (liability only)
- 1099 vendor tracking
- Quarterly financial review meetings
- Email support (24–48 hr response)
Pro
$800/mo starting
- Everything in Growth
- Custom financial reporting
- Advanced 1099 vendor tracking
- Deferred revenue & prepaid tracking
- One primary integration monitored
- Priority phone & text (same-day response)
Final pricing based on transaction volume, complexity, and add-ons. Custom pricing available for higher-volume clients. Contact us to discuss your needs.
About CM Financialz
Affordable. Accurate. Fully remote.
CM Financialz is a professional bookkeeping firm serving small and medium-sized businesses across the country. We operate fully remote, which means you get expert-level financial management without the overhead of an in-house hire.
We specialize in QuickBooks Online and build long-term relationships with our clients — not just clean books, but financial clarity that drives real decisions. Whether you're a sole proprietor, an LLC, or a growing team, we have a plan that fits.
Plan Comparison
Ready to get started?
Let's talk about your books.
Book a free consultation and we'll walk through your current setup, identify what needs attention, and recommend the right plan — no pressure, no obligation.
Free 30-minute consultation. No commitment required.