hello@crestonesbookkeeping.com
(786) 458-8400
SIMPLE & AUTOMATED BOOKKEEPING
Automated Data Flow
Always Tax Ready
Transparent Flat Pricing
Automated Data Flow
Optimize QuickBooks for maximum efficiency. Smart automation rules automatically sync, categorize, and organize transactions in real time.
Always Tax-Ready
Your books are updated and reconciled every single month, so you never have to rush when tax season arrives.
Transparent Flat Pricing
Simple, predictable flat rates with zero hourly billing, hidden fees, or long-term lock-in contracts.
INCLUDED IN EVERY PLAN
Technology and workflow optimization are fully integrated into our standard service to keep your bookkeeping seamless and effortless.
01
Built-In Software Optimization
We design custom bank rules and workflows in QuickBooks to streamline monthly data collection.
02
Streamlined Monthly Closing
Organized procedures designed to deliver clear financial reports on time.
03
Transparent Flat Pricing
Predictable monthly rates with no hidden fees for automation setup.
All-inclusive pricing. Clean up, QuickBooks smart automation, and ongoing bookkeeping included in every plan.
STEP 1: GET UP TO DATE
Clean Up & Automation
$200 / month behind
For businesses needing to catch up on past months. Full cleanup plus QuickBooks smart automation setup included.
• Complete historical cleanup & account reconciliation
• Custom QuickBooks automation & bank rules setup
• Error & duplicate transaction correction
• Clean Profit & Loss and Balance Sheet delivery
• One-time fee per unrecorded month needed
Start Clean Up
STEP 2: ONGOING (MOST POPULAR)
Standard Monthly
$500 / month
Ongoing monthly bookkeeping and continuous automation management for businesses up to 150 transactions/mo.
• Up to 150 monthly transactions
• Continuous QuickBooks rules & workflow optimization
• Monthly bank, credit card, and account reconciliations
• Monthly financial statements (P&L & Balance Sheet)
• Ongoing email & chat support
Get Started
STEP 2: SCALING
Growth Monthly
$700+ / month
Tailored monthly bookkeeping and advanced automated systems for higher-volume businesses (150+ transactions/mo).
• 150+ monthly transactions (custom volume tiers)
• Advanced multi-account automation & custom workflows
• Full reconciliation & custom financial reporting
• Dedicated support & priority response time
• Quarterly financial health review
Schedule a Call
How it works: We first get your past books clean and fully automated ($200/mo behind), then transition your business to a flat monthly plan ($500 or $700+) so your finances stay effortless forever.
DATA CONFIDENTIALITY
We follow standard industry protocols to keep your business financial data safe and confidential.
Secure Data Handling
Industry-standard encrypted portals for document transfers.
Strict Confidentiality (NDAs)
Formal non-disclosure agreements to protect your business privacy.
Read-Only Access
We access your QuickBooks Online through official Accountant user permissions. This allows us to manage, reconcile, and organize your bookkeeping modules internally without giving us access or control over your actual bank accounts, funds, or money transfers.
Controlled Credentials Vault
Internal secure credential storage with multi-factor authentication (MFA).
Your financial data stays under your control, with practical safeguards at every step.
FAQ