Yes, bookkeeping is available exclusively to Carry members. If you’re already a member, you can add it to your plan at any time. Pricing starts at $199/month and varies based on your monthly business spend and the complexity of your books.
Bookkeeping
You focus on growth, we’ll handle your books
Stay organized year-round with accurate, affordable bookkeeping. Get a clear view of your business finances, keep your records tax-ready, and make smarter decisions with ongoing support from a dedicated professional team.
Make decisions with confidence, not guesswork
Monthly bookkeeping gives you real-time visibility into cash flow, profitability, and expenses. Your books stay organized and up-to-date on a monthly cadence, so you can make informed decisions that actually move your business forward.
Stay tax-ready year-round, optimize every dollar
Properly organized books throughout the year can ensure you’re better positioned to capture deductions at tax time. Avoid piling receipts, costly mistakes, and potential penalties—well maintained books provide the foundation to identify saving opportunities and prepare accurate returns.
Organize your books in just four simple steps:
01
Answer a few questions
Answer a few smart, structured questions about your income, business, and deductions. Upload your required documents securely, and leave the messy paperwork behind.
02
Work with an expert
Get matched with a dedicated bookkeeper who understand your financial picture and will communicate with you directly.
03
Financials prepared for you
Your dedicated bookkeeper will prepare monthly financials. You’ll review everything at your own pace—and can reach out with any questions.
04
Ready whenever you need them
Your organized books, reports, and financial documents are always available when you need them—whether for tax filing, loan applications, or business planning.
Focus on growth, not spreadsheets
Stop wrestling with receipts and reconciling accounts. Professional monthly bookkeeping keeps you organized and always prepared for tax season, freeing up your time and mental energy to focus on what you do best—running and growing your business.
What's included
- Monthly reporting and review on core financial statements, including cash flows, balance sheets, profit and loss statements
- Categorization of monthly expenses
- Monthly reconciliations
- Troubleshooting and support
What's not included
- Tax preparation or filing services
- Investment advice
- Accounts payable and accounts receivable services
Pricing based on the complexity of your books
Pricing starts at $199/month and is based solely on your monthly business spend and the complexity of your books‚ not on your income.
Bookkeeping services on Carry are either offered by independent third-party firms. Carry does not provide tax advice. Terms apply.
Your complete tax back-office, all on Carry
Add bookkeeping to any membership to proactively stay on top of your finances. For full-service support, include tax filing and tax planning—so you can spend less time managing taxes and more time growing your business.
Choose your Carry membership
Core
$29 /month
or $299/year
Solo 401k, IRAs, and Taxable Brokerage accounts
Invest in equities including stocks, ETFs, and mutual funds
Access to managed investments including Smart Yield and Roboadvisor
Add on tax filing, tax planning, bookkeeping, and financial planning for an additional fee
Full access to 20+ courses
Pro
$49 /month
or $499/year
Everything on Core, plus:
Invest in Crypto in your Traditional or Roth IRA
Access to Alternative investments in your Solo 401k, Roth IRA, or Traditional IRA
Advanced Solo 401k support including EACA credit filing
Questions before joining?
Do I need to be a Carry member to get access to bookkeeping?
Is bookkeeping included in my Carry membership?
No, bookkeeping is not included by default. It’s available as a separate add-on for both Core and Pro members, and can be purchased anytime from the Plan tab.
What if my books are not up-to-date, or if I need catch-up bookkeeping?
If you need catch-up bookkeeping, we’ll assess a separate fee during onboarding based on the current state of your books and the scope of work required. Our team will evaluate your situation and provide a quote for bringing your records up to date before performing any catch-up bookkeeping and ongoing bookkeeping services.
Who are my bookkeepers?
A qualified bookkeeper from our network will prepare your books. We assign which partner based on your specific business situation. This will be a professional from our partnered firms, Layer or Online Taxman. Neither Carry or its affiliates provide tax prep or filing services. Carry does not provide tax advice.