Expert Financial Compliance Services for Your Business.
Initial Setup Bookkeeping
Starting your bookkeeping right from the beginning makes all the difference. We establish a solid financial foundation for your business by setting up your chart of accounts, organizing your financial systems, and configuring your bookkeeping structure to align with your goals — giving you the clarity and infrastructure needed to scale responsibly.
Monthly Bookkeeping
Consistent, reliable monthly bookkeeping is the backbone of a well-run business. We offer comprehensive bookkeeping services to keep your financial records organized and current/ up-to-date through accurate transaction categorization and bank reconciliation, ensuring your books always reflect your true financial position — so you can focus on running and growing your business.
Bookkeeping Cleanup
Bookkeeping Cleanup
If your books have fallen behind or become disorganized, we step in to reconcile, correct, and restore your financial records to a clear and accurate state. Whether it's months or years of backlog, we bring structure and clarity to your books so you can move forward with confidence.
Financial Reporting
Bookkeeping Cleanup
Our team delivers clean, comprehensive financial reports that give you a complete picture of your business's financial health. From Profit & Loss Statements and Balance Sheets, to Cash Flow Reports and Statements of Owner's Equity, every report is optimized to support informed, strategic decision-making — because when your numbers are clear, so is your organizational decision-making.
Accounts Payable (A/P)
Accounts Receivable (A/R)
Coins & Clarity manages your outgoing payments with precision and care, ensuring your vendor bills, invoices, and obligations are tracked, organized, and paid on time. We help you maintain healthy supplier relationships and avoid late fees — keeping your cash flow structured and your business finances in good standing.
Accounts Receivable (A/R)
Accounts Receivable (A/R)
We help you stay on top of the money owed to your business by tracking outstanding invoices, monitoring payment due dates, and keeping your receivables current. Our goal is to help you maintain steady cash flow so you can focus on growing your business rather than chasing payments.
Notary Public Services
With a commissioned California Notary in-house, Coins & Clarity provides Notary Public services, both mobile and in-office, to support your business and personal transactions. From loan documents to estate planning documents, we make the notarization process convenient, professional, and reliable.
*COMING SOON: Payroll Services*
BOOKKEEPING/CHART OF ACCOUNTS SETUP: Starting at $300
Build a strong financial foundation with a customized Chart of Accounts designed for your business.
A properly structured Chart of Accounts improves financial reporting, streamlines bookkeeping, and provides clearer insight into your company's performance.
WHAT'S INCLUDED:
- Review of your business operations and industry
- Customized income, expense, asset, liability, and equity accounts
- Account numbering and organization (if applicable)
- QuickBooks Online or Wave setup and configuration
- Removal of duplicate or unnecessary accounts
- Alignment with tax reporting requirements
- Recommendations for ongoing bookkeeping efficiency
BEST FOR:
- Business Owners who wish to do their own transaction categorization
- Scaling businesses
- Businesses preparing for growth
- Owners seeking financial leadership
HISTORICAL BOOKS REVIEW: Starting at $150
Not sure what your books need? Start with a professional review.
Before beginning a Catch-Up or Cleanup Bookkeeping project, we may recommend a Historical Books Review to assess the current condition of your financial records and determine the scope of work required.
The Historical Books Review allows us to evaluate the actual condition and complexity of your existing bookkeeping records (identify missing periods, unreconciled accounts, potential discrepancies, and other issues affecting the accuracy and completeness of your books before) recommending services and providing a project quote.
WHAT WE REVIEW:
- Current condition of existing bookkeeping records
- Number of months requiring catch-up or cleanup
- Bank and credit card reconciliation status
- Transaction categorization issues
- Chart of Accounts organization
- Potential duplicate or incorrectly recorded transactions
- Unreconciled balances and account discrepancies
- Missing or incomplete financial information
- Number and type of financial accounts
- Historical transaction volume
- Overall complexity of the bookkeeping project
WHAT YOU RECEIVE: Following the review, you will receive a Historical Books Assessment outlining:
- The general condition of your existing financial records
- Key bookkeeping issues identified during the review
- Recommended services needed to address those issues
- An estimated scope of work
- A customized project quote for Catch-Up Bookkeeping, Cleanup Bookkeeping, or a combined project, when applicable
PLEASE NOTE: A Historical Books Review is an assessment and scoping service. It does not include transaction categorization, reconciliation corrections, bookkeeping cleanup, catch-up work, tax preparation, or financial statement preparation. Any corrective bookkeeping work identified during the review will be separately scoped and quoted.
CATCH-UP BOOKKEEPING: Starting at $500
Behind on your bookkeeping? We'll help bring your financial records up to date.
INCLUDES:
- Historical transaction categorization
- Bank and credit card reconciliations
- Financial account review
- Identification of missing or incomplete bookkeeping periods
- Profit & Loss Statement preparation
- Balance Sheet preparation, when applicable
- Updated financial records for completed periods
PRICING GUIDE
Months Behind Starting Price
1–3 Months $500
4–6 Months $1,000
7–12 Months $2,000+
12+ Months Custom Quote
NOTE: Final pricing is based on transaction volume, number of financial accounts, complexity, and the completeness of records provided.
CLEAN-UP BOOKKEEPING: Starting at $750
Already have bookkeeping records—but they're disorganized, inaccurate, or incomplete?
Cleanup Bookkeeping is designed for businesses with existing books that require review, correction, and organization. This service addresses bookkeeping errors and inconsistencies to help improve the accuracy and reliability of your financial records.
INCLUDES:
- Review of existing bookkeeping records
- Transaction categorization corrections
- Identification of duplicate or incorrectly recorded transactions
- Bank and credit card reconciliation corrections
- Review and correction of account balances
- Chart of Accounts review and organization
- Identification of bookkeeping discrepancies
- Financial statement review and preparation
- Cleanup Summary & Recommendations
PRICING GUIDE
Cleanup Period Starting Price
Up to 3 Months $750
4–6 Months $1,500
7–12 Months $3,000+
12+ Months Custom Quote
NOTE: Final pricing is based on the condition of the existing books, transaction volume, number of financial accounts, complexity of corrections required, and availability of supporting documentation.
ESSENTIAL RECORDS SERVICE: Starting at $50/month
For low-activity entities needing organized financial records without full-service bookkeeping costs
Designed for entities with minimal financial activity that need accurate and organized financial records for tax preparation, reporting, and compliance purposes.
WHAT'S INCLUDED:
- Monthly transaction categorization — up to 10 transactions per month
- Reconciliation of one financial account
- Ongoing financial record maintenance
- Quarterly financial reporting
- Standardized QuickBooks bookkeeping platform
- Standard email support
- Year-end reporting package
BEST FOR:
- Holding Companies
- Non-Operating or Low-Activity LLCs
- Passive Investment Entities
- Trusts & Estates
- Passive Real Estate Entities
- High-Net-Worth Individuals
- Tax-Only Bookkeeping Clients
CORE BOOKKEEPING: Starting at $300/month
For active small businesses needing reliable monthly bookkeeping and a clear view of profitability.
Designed for businesses with straightforward financial activity that need consistent bookkeeping support and monthly insight into their business performance.
WHAT'S INCLUDED:
- Monthly transaction categorization — up to 50 transactions per month
- Reconciliation of one (1) financial account
- Ongoing financial record maintenance
- Monthly Profit & Loss Statement
- Year-end reporting package
- Standard Email support
BEST FOR:
- Independent Contractors
- Freelancers
- Consultants
- Solo Entrepreneurs
- Small Service-Based Businesses
- Businesses with straightforward financial activity
FOUNDATIONAL BOOKKEEPING: Starting at $450/month
For businesses needing expanded support and greater visibility into their overall finances.
Designed for growing businesses that need more than basic bookkeeping, including additional account management and support with either money coming into or going out of the business.
WHAT'S INCLUDED:
- Monthly transaction categorization
- Reconciliation of up to two (2) financial accounts
- Ongoing financial record maintenance
- EITHER: Accounts Payable (Bill Tracking) OR Accounts Receivable (Invoice Processing)
- Monthly Profit & Loss Statement
- Monthly Balance Sheet
- Year-end reporting package
- Standard Email & Phone support
BEST FOR:
- Growing Small Businesses
- Professional Service Providers
- Businesses Managing Vendor Bills
- Businesses Sending Client Invoices
- Businesses with Multiple Financial Accounts
- Businesses Needing Greater Financial Visibility
GROWTH BOOKKEEPING: Starting at $850/month
For growing businesses needing deeper financial visibility and expanded financial management support
Designed for businesses with increasingly active financial operations that need both payables and receivables management, expanded reporting, and regular financial performance reviews.
WHAT'S INCLUDED:
- Everything in Foundational Bookkeeping, plus:
- BOTH Accounts Payable (Bill Tracking) AND Accounts Receivable (Invoice Processing)
- Reconciliation of up to four (4) financial accounts
- Accounts Receivable Aging Summary Report
- Accounts Receivable Aging Detail Report
- Monthly Profit & Loss Statement
- Monthly Balance Sheet
- Monthly Cash Flow Statement
- Quarterly Financial Clarity Review
- Year-end reporting package
- Priority Email support & Standard Phone support
BEST FOR:
- Growing Service-Based Businesses
- Businesses with Active Client Billing
- Businesses Managing Multiple Vendors
- Businesses with Multiple Financial Accounts
- Businesses Needing Cash Flow Visibility
- Businesses Preparing for Expansion
CFO-LIGHT BOOKKEEPING: Starting at $1,500/month
For established businesses needing financial insight, performance analysis & strategic planning.
Designed for business owners who need more than accurate books and financial reports. CFO-Light Bookkeeping provides deeper financial analysis and planning tools to help leadership understand business performance, manage cash flow, and make more informed decisions.
WHAT'S INCLUDED:
- Everything in Growth Bookkeeping, plus:
- Monthly Clarity Report
- Revenue & Expense Trend Analysis
- KPI Review and Reporting
- Budget Preparation and Review
- Budget vs. Actual Reporting
- Cash Flow Review and Forecasting
- Customized Management Reporting
- Strategic Financial Planning Sessions
- Priority Phone & Email Advisory Support
BEST FOR:
- Established Businesses
- Growing Companies
- Businesses with Management Teams
- Businesses Preparing for Expansion
- Businesses Seeking Greater Financial Accountability
- Business Owners Wanting Strategic Financial Insight
Notary Public Services: Starting at $15+
General Notary Work, Estate Planning, and Loan Signing.
With a commissioned California Notary in-house, we provide Notary Public services, both mobile and in-office, to support your business and personal transactions.
From General Notary Work, to loan closing documents, to estate planning documents, we make the notarization process convenient, professional, and reliable.
General Notary Work
- In-Office Notary Service (Business Hours: 10am - 5pm, M-F):
- $15 per signature
- In-Office Notary Service (After Hours: 5pm - 9pm, M-F & Saturdays)
- $15 per signature + $10 After Hours fee
- Mobile Notary Service (Business Hours: 10am - 5pm, M-F)
- $40+ (based on distance from 90028, includes 1 signature. $15 each additional. signature)
- Mobile Notary Service (After Hours: 5pm - 9pm, M-F & Saturdays)
- $50+ (based on distance from 90028, includes 1 signature. $15 each additional. signature)
Estate Planning Signings: $175+ (Certified Notary Trust Delivery Agent)
Loan Signing Agent: $150+ (based on time of day, distance, e-Docs/printing, & scan backs)
Notary as a Witness: $25+ (based on time of day & distance)