Our services
Accurate & Dependable Monthly Bookkeeping and Financial Reporting
Every service we offer is built around one goal: giving you the financial clarity to make informed decisions based on your business' current financial position
Essentials
For solo operators and early-stage businesses.
- Monthly bank & credit card reconciliation
- Transaction categorization
- Monthly Profit & Loss statement
- QuickBooks Online management
- Email support (48-hr response)
Growth
For growing businesses with more complexity.
- Everything in Essentials
- Accounts payable & receivable tracking
- Monthly Balance Sheet & Cash Flow report
- Payroll processing (up to 10 employees)
- Quarterly financial review and business advisory call
- Priority email & phone support
Premier
For established businesses that need full-service support.
- Everything in Growth
- Payroll processing (unlimited employees)
- Tax preparation support & CPA coordination
- Custom financial dashboards
- Monthly business advisory call with your bookkeeper
- Year-end financial package
- Dedicated account manager
All plans billed monthly. No contracts. Cancel anytime.
Add-on services
Need something specific? We offer standalone services that can be added to any plan.
Catch-Up Bookkeeping
Get your books up to date — we'll reconcile and organize up to 12 months of backlogged records.
Sales Tax Filing
Accurate, on-time sales tax preparation and filing for your state and local jurisdictions.
1099 Preparation
We handle contractor 1099 preparation and filing so you stay compliant at year-end.
CFO Advisory (Monthly)
Strategic financial guidance — budgeting, forecasting, and cash flow planning from an experienced advisor.
Common questions
Do you work with my existing accountant or CPA?
Absolutely. We work alongside your CPA and provide them with clean, organized records at tax time — making their job easier and your bill smaller.
What accounting software do you use?
We primarily work in QuickBooks Online. If you're not on this platform yet, we'll help you get set up. The plans we set up for our customers typically cover the costs of the software platforms used, so there are no ancillary or hidden fees associated with the monthly services we provide.
How do I get started?
Book a free 30-minute consultation. We'll review your current setup, understand your needs, and recommend the right plan — no pressure, no obligation.
Can I change plans as my business grows?
Yes. You can upgrade, downgrade, or add services at any time. We'll work with you to make sure your plan always fits where your business is.
Not sure which plan is right for you?
Book a free consultation and we'll help you figure it out.