Running a small business and wearing all the hats can be overwhelming. We get it. That’s where we come in.

Take a deep breath, and know you’re in the right place.

Our Services

Bookkeeping & Accounting Services

Our expert bookkeeping services provide accurate, stress-free financial management tailored to your business needs. Let us handle the numbers so you can focus on growing your business with confidence.

Our bookkeeping packages are designed to meet the unique needs of your business, providing accurate financial tracking and professional insights.

Below you will find our signature offering as well as add-on services depending on the nature of your unique business.

Monthly Bookkeeping

STARTING AT $399/MONTH*

  • Income and expense categorization

  • Monthly account reconciliations for all business bank and credit card accounts

  • Quarterly Profit & Loss and Balance Sheet sent to your inbox by the 15th

  • Year-End financial package

  • Unlimited email and text support

  • Estimated tax payment reminders

  • Collaboration and coordination with your tax preparer

*Pricing varies depending on size and complexity of business. All ongoing bookkkeeping packages include a one-time $500 onboarding investment to ensure a seamless setup and customized support tailored to your business needs.

Books Clean-Up/Catch-up

PRICING VARIES*

Our bookkeeping catch-up and clean-up services are designed to get your financial records back on track quickly and accurately. Whether you’ve fallen behind or have been handling the books yourself and things have gotten messy, we’ll work together to get your books up-to-date, organized, and accurate.

  • Review & assessment of current books or set up of new QBO account

  • Input & categorization of all transactions for the period

  • Reconcile all business accounts 

  • Financial report preparation for the period

  • Final review to provide a clear, organized financial foundation, answer any questions, and discuss next steps

*Every clean-up / catch-up project scope is unique and the quote will be adjusted depending on the work needed

Additional Services

We offer additional services that are available as an add-on to your monthly bookkeeping package

  • Annual 1099 Filings

  • Accounts Receivable (invoicing)

  • Accounts Payable (bill pay)

  • Sales Tax Filings

  • Class Tracking

Trusted Partners

  • Tax Preperation Services

  • Strategic Tax Planning & Remediation Services

  • Fractionalized vCFO Strategic Services

  • Technology Alignment & AI Automation Services

  • IT & Cybersecurity Professional Management

  • Business Legal Services

  • Business Coaching & Advising

  • Graphic & Website Design

  • Many more services

Our company has partnered with local industry experts and developed tightknit relationships to ensure a seamless extension of our team and yours with the following services:

How It Works

1

DISCOVERY CALL

After filling out our contact form, we will hop on a 30 minute complimentary Discovery Call. During this call, we will discuss your bookkeeping needs and determine if our services will align with your business needs.

2

PROPOSAL

Based on your business needs and the current state of your accounts, we’ll recommend the best services for you and provide a customized one-time or monthly quote.

3

SIGH OF RELIEF

Cue the sigh of relief because you get to hand over your books from here! We will take care of your books, deliver monthly financial statements, and be here through every step of the way in your business’s financial success.

Let’s talk numbers!

Interested in working together? Please fill out some info and we will take it from here! You can expect to hear back from us within the same or next business day.