Monthly bookkeeping
Consistent categorization, review, and organized books every month.
Trace It FinancialsBookkeeping ServicesNorthern California • Remote Bookkeeping • Mobile Notary
Clear books.
Confident decisions.
Dependable bookkeeping built around your business, backed by more than 20 years of experience with small-business and corporate books.
20+ years of experience7 core servicesLocal Northern California
Your numbers, traced with care
Experienced support without the corporate runaround.
Trace It Financials helps business owners stay organized, understand their numbers, and spend less time buried in bookkeeping. Services are available remotely from a Northern California home office, with mobile notary appointments available by arrangement.
Every engagement begins with a conversation so the service level fits the volume and condition of your books.
What we do
Practical financial support for busy owners.
Choose ongoing monthly help or targeted support when your books need attention.
Account reconciliations
Bank and credit-card accounts reconciled for accurate balances.
Accounts payable & receivable
Support tracking bills, customer invoices, and outstanding balances.
Payroll support
Organized payroll records and coordination support for your payroll process.
Bookkeeping cleanup
Catch-up and correction work to bring disorganized books back into order.
Financial reports
Clear profit and loss, balance sheet, and customized management reporting.
Mobile notary services
Convenient mobile notary appointments throughout the local service area.
Simple monthly packages
Choose the support your business needs.
Final pricing is confirmed after reviewing account volume, complexity, and the condition of your books.
Essential
$199/month
For new and very small businesses
- ✓ Up to 2 bank or credit-card accounts
- ✓ Up to 100 transactions per month
- ✓ Monthly account reconciliations
- ✓ Transaction categorization
- ✓ Monthly profit & loss and balance sheet
- ✓ Email support
Most Popular
Growth
$399/month
For active, growing businesses
- ✓ Up to 4 bank or credit-card accounts
- ✓ Up to 250 transactions per month
- ✓ Everything in Essential
- ✓ Accounts payable and receivable oversight
- ✓ Quarterly financial review
- ✓ Priority email support
Complete
$699/month
For established, higher-volume businesses
- ✓ Up to 6 bank or credit-card accounts
- ✓ Up to 500 transactions per month
- ✓ Everything in Growth
- ✓ Accounts payable and receivable management
- ✓ Payroll coordination support
- ✓ Monthly review and customized report
Package allowances are general guidelines. Catch-up work, complex books, payroll processing, tax preparation, and software subscription fees are not included unless stated in a written proposal.
Flexible add-ons
Add support as your business grows.
Bookkeeping cleanup or catch-upStarting at $75/hour
Additional financial account$25/month each
Transactions above package allowanceContact for a quote
Payroll supportStarting at $75/month
Expanded AP or AR supportStarting at $100/month
Custom financial reportStarting at $50/report
Mobile notary appointmentContact for a quote
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Mobile notary services
Convenient document notarization by appointment.
Mobile notary service is available in the Northern California service area. Contact Trace It Financials to confirm location, document type, availability, travel fee, and notarization cost.
Let’s talk about your books
Start with a personalized quote.
Tell us what you need, how many accounts you have, and whether your books are current or need cleanup.