Our Services
Get the Expert Support You Deserve.
Get hands-on, dependable financial support built for business owners who are ready to take their numbers seriously.
Bookeeping Services
Monthly Bookkeeping Support
Keep your business running smoothly with our reliable monthly and weekly bookkeeping packages.
We handle:
- Daily transaction entry
- Bank and credit card reconciliations
- Accounts payable & receivable tracking
- Transaction Recording
- Balance sheets and cash flow statements
Catch-Up & Clean-Up Bookkeeping
Behind on your bookkeeping? We can quickly bring your records up to date no matter how overdue.
Our process includes:
- Organizing months (or years) of past transactions
- Correcting errors in your accounts
- Reconciling books with bank statements
- Preparing clean, tax-ready financial records
Trustworthy Financial Reports
We go beyond data entry, we help you understand your numbers. Our reports provide a clear view of your financial health so you can make confident decisions.
We deliver:
- Profit & Loss Statements
- Balance Sheets
- General Ledger Reports
- Customization of Any Other Reports You Need
Payroll and Sales Tax Support
Take the stress out of payroll and sales tax with our advisory service.
We will help you:
- Choose the best software for your needs
- Get your team up and running in your payroll system
- Record and reconcile payroll entries after the fact
- Understand best practices around payroll for your state
- Process sales tax based on your business records
Tax Prep and Annual Filing
While we don’t file your taxes, we ensure your books are perfectly organized for your tax professional saving you time, money, and stress.
We provide:
- Year-end reconciliations
- Detailed transaction records
- Organized, tax-ready financial statements
- Annual 1099s
- Annual Business and Personal Tax Returns
Packages Pricing
Your bookkeeping support is tailored to where your business is now and where you’re headed next. You get clear, reliable financial management without the constant stress, so you can make decisions with confidence and keep your focus on growth.
Basic Monthly Bookkeeping
Starting at $300–$500/month
√ Includes
1 Checking/Savings Account
1 Credit Card Account
1 Loan Account
~1 Merchant Service Account (Shopify, Stripe, Etc)
Up to 75 Transactions a Month
Mid-Level Bookkeeping Package
Starting at $500–$1,500/month
Up to 3 Checking/Savings Accounts
Up to 2 Merchant Services Accounts
Up to 3 Loan Accounts
Payroll advisory and data entry for 10 – 15 employees
Accounts Payable (A/P) and/or Accounts Receivable (A/R) – pricing based on transaction volume
Top-Level Bookkeeping Package
Starting at $1,500–$3,500/month
Multiple Checking and Savings Accounts
Up to 10 Credit Card/Loan Accounts
Up to 3 Merchant Services Accounts
Payroll advisory and data entry for 15 – 30 employees
Accounts Payable (A/P) and Accounts Receivable (A/R)
Please Note:
Pricing is a starting point and can be adjusted based on your business’s needs. Services and rates are customized to provide the right level of support, and a detailed pricing sheet is available for a full breakdown of costs.
Catchup/Clean Up Services
Pricing varies based on:
~ The number of months behind
~ Average monthly transaction volume
~ Payroll and vendor transactions that need to be entered
A custom quote will be provided after an initial review of your books
Business Setup Packages
Starting at $500
✔ Includes:
~ QuickBooks subscription setup
~ Customized company settings
~ Chart of Accounts setup
~Bank and credit card account integration
~ Customized invoice templates
Optional Add-ons
Get flexible, on-demand support for specific projects when you need it.
Payroll setup advisory package – Starting at $1500 + $10 per employee/vendor
Sales Tax Processing – $105 per report filing
Forecasting/Cashflow CFO Services – $750 per month
Budget Creation and Management – $500 setup fee and then $160 per month
Inventory Tracking – $35-105 per month based on complexity
All Packages Include:
√ Accurate Monthly Financial Reports Delivered Timely
√ Unlimited email support for questions and clarifications
Pricing may be adjusted as your business grows. A formal evaluation will be conducted every six months to ensure your package continues to meet your needs.
Custom Packages Available:
Every business is different if you don’t see exactly what you need here, we can create a custom bookkeeping plan tailored to your unique requirements and budget.
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