Bookkeeping & Accounting Services
Ongoing support built around how your business actually works
Accurate books are only the starting point. Dunham Bookkeeping Services provides ongoing bookkeeping, accounting oversight, financial reporting, cleanup support, and practical guidance for small businesses and nonprofits.
Your service plan is based on the actual work involved, including transaction volume, number of accounts, reporting needs, payroll or sales tax activity, tracking requirements, and the condition of the existing records.
What ongoing support may include:
Monthly transaction categorization and reconciliations for scoped bank, credit card, loan, and payment accounts
Financial statements and reports explained in plain English
Review of unusual activity, missing information, and accounting issues before they grow
Support for payroll, sales tax, accounts receivable, accounts payable, class or fund tracking, and custom reporting when included in the scope
Coordination between the accounting records and year-end tax preparation
How pricing works:
The service levels below are starting points, not rigid one-size-fits-all packages. Final pricing depends on the volume and complexity of the work, the number of accounts and systems involved, reporting needs, and whether cleanup is required before monthly services can begin.
Bookkeeping Essentials
Starting at $125/month
For very small businesses and solo providers with simple monthly activity, clean records, and a low number of accounts.
Includes
Monthly transaction categorization
Monthly reconciliation of scoped bank and credit card accounts
Basic monthly profit and loss and balance sheet reports
Email support for routine bookkeeping questions
Accounting Support & Insights
Starting at $425/month
For businesses and nonprofits that need more than accurate books and want clearer reporting, regular review, and help understanding what the numbers are showing.
Includes
Monthly transaction categorization and reconciliation of scoped accounts
Monthly profit and loss, balance sheet, and comparative reporting
Plain-English financial summary with trends, concerns, and items needing attention
Cash-flow and balance-sheet review
Support for more detailed tracking, such as classes, programs, departments, or locations, when included in the scope
Email support for bookkeeping and accounting questions
Monthly Bookkeeping & Reporting
Starting at $275/month
For small businesses and nonprofits with steady monthly activity that need consistent bookkeeping, reconciliations, and reliable financial reporting.
Includes
Monthly transaction categorization
Monthly reconciliation of scoped bank, credit card, loan, and payment accounts
Monthly profit and loss and balance sheet review
Financial reports delivered with a plain-English summary
Email support for routine bookkeeping and reporting questions
Comprehensive Accounting Support
Starting at $575/month
For businesses and nonprofits with more complex activity, multiple accounts or systems, detailed reporting needs, or a greater level of ongoing accounting support.
Includes
Monthly transaction categorization and reconciliation of scoped accounts
Review of loans, payment processors, payroll activity, and other connected systems included in the engagement
Customized profit and loss, balance sheet, comparative, and tracking reports
Plain-English financial summary highlighting trends, concerns, and follow-up items
Regular financial review meetings based on the agreed scope
Support for classes, programs, funds, departments, locations, or other detailed tracking needs
Priority email support for bookkeeping and accounting questions
Not sure which service level fits?
Schedule a consultation, and I’ll recommend the scope that matches your actual needs rather than squeezing your business into the wrong box.
Optional Services and Separate Projects
Optional ongoing support
Payroll Setup and Processing
Payroll setup, routine processing, payroll-report review, and accounting for payroll activity.
Sales Tax Filing Support
Sales tax tracking, return preparation and filing, and review of sales-tax activity.
Accounts Receivable Support
Invoice tracking, payment matching, customer balance review, and basic A/R cleanup.
Accounts Payable Support
Bill tracking, vendor-payment organization, and basic A/P review.
Detailed Tracking and Reporting
Class, location, department, fund, grant, or program tracking based on your organization’s needs.
Custom Reporting
Reports designed around cash flow, profitability, revenue categories, board reporting, or other decision-making needs.
Quoted separately
Cleanup and Catch-Up Accounting
For records that are behind, unreconciled, duplicated, miscategorized, or not ready for reliable reporting or tax preparation.
Tax Preparation
Individual, business, partnership, S corporation, and nonprofit tax returns are scoped and quoted separately.
Optional services are not automatically included in every monthly plan. Your written proposal will clearly identify the recurring services, one-time projects, and pricing included in your engagement.