Keep your books current
Transaction categorization and bank and credit card reconciliation, with a consistent monthly process to keep your records organized.
Warren Estates LLC
Your books, organized.
Your business,
in clearer view.
Reliable bookkeeping for small business owners who want accurate records, useful monthly reports, and more time to run their business.
Request a free consultation01 Organized records02 Reconciled accounts03 Clear monthly reports
What we do
Steady support for
the business you’re building.
From keeping up with this month to catching up on prior months, we help you bring structure to your books.
Understand the numbers
Monthly profit and loss and balance sheet reports. Selected packages include invoice and bill tracking and a financial review.
Start with a solid foundation
Help setting up QuickBooks or catching up on unfinished books. Each project is reviewed and quoted separately before work begins.
Monthly packages
A clear scope.
A predictable monthly fee.
Choose a starting point for your business. We review your records and confirm the scope and fee before you commit.
Essential
$350 / month
Up to 100 monthly transactions
2 bank or credit card accounts
- Transaction categorization
- Monthly account reconciliation
- Profit and loss report
- Balance sheet
Growth
$600 / month
Up to 250 monthly transactions
4 bank or credit card accounts
- Everything in Essential
- Track up to 20 invoices monthly
- Track up to 20 bills monthly
- 30-minute monthly review
Premium
$950+ / month
Up to 500 monthly transactions
6 bank or credit card accounts
- Weekly bookkeeping updates
- Monthly reconciliation and reports
- Track up to 40 invoices and 40 bills
- 45-minute monthly review
Packages cover one business entity with complete records. Software subscriptions, prior-period cleanup, and specialized work are separate. Premium requires a final quote. A transaction is one posted bank or card line; invoice and bill limits are separate. Bill tracking does not include executing payments.
QuickBooks setup · $300–$750Quoted based on your setup needs.
Catch-up & cleanup · $500–$2,500+Quoted based on months, accounts, and record condition.
About Warren Estates
Experienced support.
Personal attention.
With over 10 years of bookkeeping and accounting experience, Warren Estates LLC brings a practical perspective to managing small business finances.
We work with small business owners, including restaurants, transportation businesses, and service businesses. Your engagement starts with a conversation about your needs and a written scope that explains what’s included.
Our focus is simple: organized books and financial reports you can use.
How it works
01
Tell us about your business
Start with a free 20-minute consultation about your books, priorities, and current challenges.
02
Agree on your plan
Receive a written scope and quote, including separate cleanup work if needed.
03
Get organized and stay current
After onboarding and authorized access, we begin the agreed bookkeeping process and monthly reporting.
Before we get started
A few helpful answers.
Can you help if my books are behind?
Yes. We review the periods and records involved, then provide a separate catch-up or cleanup quote. Monthly service can begin after the necessary cleanup is completed.
Do you prepare taxes or process payroll?
Our packages focus on bookkeeping. Tax returns, tax advice, payroll processing, and sales tax filing are not included. We can prepare organized bookkeeping records for your tax professional.
What do I need to provide each month?
Statements for the included bank and credit card accounts, supporting receipts and reports, and answers to any open bookkeeping questions. We agree on record deadlines during onboarding.
How do I request a consultation?
Email info@warrenestatesbookkeeping.com with your business type, the services you need, and a few times you’re available. Please keep financial documents and account credentials out of the initial email.
Let’s get your books in order
Start with a conversation.
Tell us where your books stand and what support you need. We’ll help you identify the next step.
info@warrenestatesbookkeeping.comRequest a free consultation
Opens your email app. Consultation scheduling is confirmed by email. Please do not email passwords or sensitive financial records.