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.
A SIMPLE THREE-STEP SYSTEM
Clean Up The Past
We organize, reconcile, and fix any overdue or messy months in your QuickBooks account so you start with a clean slate.
Automate The Flow
We set up smart bank rules and custom workflows in your software so transactions sort automatically with zero manual effort.
Sit Back & Scale
We handle your ongoing monthly bookkeeping and deliver clear Profit & Loss reports so you can focus on growing your business.
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.
SECURITY-FIRST BY DESIGN
We treat your numbers with the highest level of confidentiality using a modern, secure tech stack.
Dedicated Secure Network
We route all financial work through a private, dedicated encrypted IP address so your QuickBooks account is only accessed from a verified, secure server.
Encrypted Password Management
Your credentials and access keys are stored in an end-to-end encrypted vault with zero-knowledge architecture—never in plain text or spreadsheets.
Bank-Grade Onboarding
All proposals, contracts, and payment processing are handled through legally binding, bank-level encrypted systems to protect your banking details.
Strict Confidentiality
Your financial data is 100% your property. Enforced by strict NDAs, standard US privacy safeguards, and zero third-party data sharing.