Skip to searchSkip to main content
  • Bookkeeping Services

    Organized, accurate, and timely books give you the clarity and confidence to grow.


    At RTR Insights, we handle every transaction, reconcile your accounts, and deliver clear financial insights—so you can focus on what you do best: running your business.

    Here’s what you’ll get:

​Core Services

Initial Setup & Audit

A one-time deep dive into your current books and chart of accounts to identify gaps and optimize your foundation for flawless monthly reporting.

Cleanup & Catch-Up

We’ll bring your books fully up to date—clearing backlogs and reconciling prior periods—so you start fresh without any historical headaches.*

Transaction Categorization

Every bank, card, and journal entry is accurately classified into the right accounts, ensuring your financials truly reflect how your business operates.

Bank & Card Reconciliation

We match every transaction against your statements each month, catching discrepancies and preventing surprise errors down the road.

Accounts Receivable Management

From invoice creation to payment application and aging management, we keep your receivables flowing and your cash-flow projections reliable.

Accounts Payable Management

Vendor bills are entered, coded, and scheduled for payment—so you never miss a due date or forfeit early-pay discounts.

Financial Reporting & Insights

You receive clear, actionable P&L, balance sheet, cash flow statement, and simple KPI dashboard reports—plus a 30-minute check in call to discuss the month's results.

Secure Document Portal

All receipts, contracts, and statements live in an encrypted, organized, and easy-to-access cloud folder.

Unlimited Email & Chat Support

Have a question or need a quick tweak? Our team is just an email or chat message away, with no extra fees for ad-hoc support.

RTR 10th-Day Close Guarantee

If your books aren’t fully closed and reconciled by the 10th of the following month, that month’s service is on us—no questions asked.**

*Up to 50 transactions of cleanup included. Anything above that will need to be scoped as a standalone project.

**Assumes all data needed from you is received by the 1st of the month.

​Pricing

​Our Service Pays for Itself

Calculate Your Savings


The RTR Advantage

A Decade of Industry-Agnostic Expertise

With nearly a decade of delivering tailored bookkeeping across e-commerce, construction, transportation logistics, fuel wholesale, and more, we hit the ground running in any vertical.

Fast Turnaround & Timely Reporting

Month-end close in days, not weeks. You’ll receive polished financials on a reliable cadence so you can make decisions with confidence.

Transparent, Flat-Rate Pricing

No surprise fees or hidden add-ons. You pick your tier based on volume and know exactly what you’ll pay every month.

Dedicated, Proactive Bookkeeper

Direct access to the same expert every month—no ticket system, no rotating agents. They learn your business inside and out and flag issues before they become problems.

Frequently Asked Questions

Q: How do you price your services?

We price on a tiered transaction-volume model—Starter (0–50 tx @ $600/mo), Growth (51–150 tx @ $1,000), Scale (151–300 tx @ $1,600), Enterprise (301+ tx @ $2,800). Each additional transaction over your limit: $5/tx. No hidden fees. See our Pricing section for more details.

Q: What exactly counts as a "transaction"?

Every bank/credit-card charge, deposit, invoice, bill, payroll run, or journal entry. If you’re unsure, just ask—we’ll clarify before you sign up.

Q: What's included in your core package?

Setup audit, monthly reconciliation, AR & AP processing, categorization, financial reporting, unlimited email/chat support, and our “Books Closed by the 10th” guarantee. See our Core Servicessection for more detail.

Q: Why are your prices higher than other bookkeepers?

Because we deliver more than just data entry—our tiered plans ensure you get expert bookkeeping + clean-ups + reconciliations + real-time insights, all backed by a “books closed by the 10th” guarantee. Our Core Services go above and beyond what you'll get from other bookkeepers. Additionally, compare our offer to hiring staff (salary, benefits, taxes), and you’ll see it’s actually the cost-smart choice. Still not convinced? Use our ROI Calculator to see for yourself.

Q: What happens if my records aren't organized?

No problem – our Clean-Up + Catch-Up service gets you current (capped at 150 tx or 10 hrs, whichever comes first) before we take over on a monthly basis. If you have cleanup needs that exceed what's included, then we can discuss pricing/timeline in more details in our discovery call.

Q: Can you help if I don't use QuickBooks or Zoho Books?

While we are official partners/consultants for QuickBooks and Zoho Books, we have experience with a majority of the other accounting software like Xero, Microsoft Business Central, Freshbooks, etc. We are confident that we will be able to provide the bookkeeping support you need, no matter that platform you use.

Q: I want to switch accounting software—can you handle that?

Yes—our Data Migration add-on manages chart-of-accounts mapping, opening-balance imports, and staff training for a seamless transition. Pricing for data migration is scoped separately from our Core Services.

Q: How quickly will my books be closed each month?

We guarantee complete, reconciled books by the 10th of each month—or that month is free.

Q: How do we communicate?

You’ll get a dedicated Zoho Cliq channel (or email, if you prefer), plus a 30-minute monthly review call to go over your P&L, cash flow, and any questions.

Q: Is my financial data secure?

We store and share everything via Zoho WorkDrive, which uses TLS encryption in transit, AES-256 encryption at rest, two-factor authentication, and is SOC 2 & ISO 27001 compliant—so your numbers stay locked down.

Q: What if I exceed my plan’s transaction limit?

You’ll receive a heads-up at 80% usage. You can either pay overages at $5/tx for that month or upgrade plans to lock in a lower per-transaction rate.

Q: Can you work with my CPA or tax advisor?

Of course. We’ll share reports, trial balances, and backup docs directly with whoever handles your taxes—no extra fee.

Q: How do I get started?

1️⃣ Quick Chat (5 min) to confirm fit
2️⃣ Discovery Call (30 min) to scope your needs
3️⃣ Custom Proposal & kickoff

Ready to Get Your Time Back?

In just five simple steps, we’ll take bookkeeping off your plate so you can focus on growing your business.

CALL NOW: (407) 385-0930
RTR Insights LLC onboarding process for Bookkeeping clients.