Est. 2020 · Meridian, Idaho (208) 618-3777 · info@therootedcfo.com
The Rooted CFO
The Rooted CFO
The Rooted CFO
Service I · The foundation

Monthly Bookkeeping · Boise & Meridian

Monthly bookkeeping in Boise & Meridian

Clean, current books every month, so you always know where your money is going and never have to dread your financial statements again.

The Rooted CFO handles bookkeeping for small businesses in Meridian, Boise and across the Treasure Valley, and for clients nationwide. Every account in your plan is reconciled each month, with financial reports ready when you need them.

From $400 per month

Hands working through a profit and loss statement with a calculator

For owners who'd rather run the business than chase receipts.

If you're spending evenings with spreadsheets, or your books only get attention at tax time, monthly bookkeeping takes it off your plate.

You get accurate numbers every month, a clear view of where your revenue is going, and a team to ask when something doesn't look right.

Fluent in your industry

  • Contractors & trades
  • Nurse practitioners & wellness
  • Nursing & hospice facilities
  • Content creators & online coaches

And many more: Ashley's clients have included excavating, roofing, restoration, concrete and plumbing contractors, e-commerce shops, courier services and custom car shops.

Sorting receipts and writing in a planner at a desk with a laptop

Everything your books need.

Data entry & reconciliation
Every bank and credit card account in your plan, entered and reconciled monthly.
Financial reports
Monthly financial reports, with an overview or a full review depending on your tier.
Receipt management
Your receipts organized and stored, ready whenever you need them.
Tax representative check-ins
Annual, quarterly or monthly, depending on your tier.
Monthly check-ins with you
Included in every package.
Asset & liability management
Included in every package.

Know well the condition of your flocks. Proverbs 27:23

Three tiers, priced monthly.

Choose by how many bank and credit card accounts you have and how many transactions you run each month. Not sure? We'll help you pick on your call.

Essentials

$400/ month

For businesses with one or two accounts.

  • 1–2 bank or credit card accounts, reconciled monthly
  • Up to 150 transactions
  • Monthly check-ins and an overview of your financial reports
  • Receipt management and storage
  • Asset and liability management
  • Annual check-in with your tax representative

Pro

$850/ month

For businesses with a few accounts and steady activity.

  • Up to 4 bank or credit card accounts, reconciled monthly
  • Up to 500 transactions in total
  • Monthly check-ins and financial report review
  • Quarterly review with your tax representative
  • Asset and liability management
  • Receipt management and storage

Elite

$1,450/ month

For busier businesses with five or more accounts.

  • 5 or more bank or credit card accounts, reconciled monthly
  • Up to 1,000 transactions (additional fees above 1,000)
  • Monthly check-ins with you and your tax representative
  • A monthly AI executive summary of your financials
  • Receipt, asset and liability management and storage
Compare every detail
Essentials Pro Elite
Price $400/month $850/month $1,450/month
Accounts reconciled monthly 1–2 Up to 4 5 or more
Transactions Up to 150 Up to 500 total Up to 1,000 (fees above)
Your financial reports Monthly check-in and overview Monthly check-in and review Monthly check-in
AI executive summary — — Monthly
Tax representative Annual check-in Quarterly review Monthly check-ins
Receipt management & storage ✓ ✓ ✓
Asset & liability management ✓ ✓ ✓

Not quite monthly yet?

Bookkeeping questions.

Q.How much does a bookkeeper cost per month?

Monthly bookkeeping with The Rooted CFO costs $400 a month for Essentials (one or two accounts, up to 150 transactions), $850 a month for Pro (up to four accounts, up to 500 transactions) and $1,450 a month for Elite (five or more accounts, up to 1,000 transactions, plus a monthly AI executive summary).

Q.What's included in monthly bookkeeping?

Every package includes data entry and reconciliation of your bank and credit card accounts, monthly financial reports, monthly check-ins with you, receipt management and storage, asset and liability management, and check-ins with your tax representative (annual, quarterly or monthly, depending on your tier). Elite adds a monthly AI executive summary.

Q.Which tier is right for my business?

Choose by how many accounts you have and how many transactions you run each month. Essentials covers one or two accounts and up to 150 transactions, Pro covers up to four accounts and up to 500, and Elite covers five or more accounts and up to 1,000. We'll help you choose on your call.

Q.Do you work with businesses outside Meridian and Boise?

Yes. We're based in Meridian and serve the whole Treasure Valley, and we work with clients nationwide, from California to New York.

Let's get your books rooted.

Tell us about your business, and we'll find a time to talk through your accounts and the tier that fits.

Book a Bookkeeping Call →

No jargon, no pressure: just a conversation about your books.