Our Services

Streamline your financial operations by booking an appointment with our expert bookkeeping team. Discover how precise and professional record-keeping can propel your business forward.

"Get Me Sorted"

(Monthly Bookkeeping & Reconciliation)
Ideal for: Small business owners who just need clean books & monthly numbers.

💰 Starts at: $150/month (based on volume)

Includes:

  • Monthly bookkeeping & Journal Entries

  • Bank & credit card reconciliations

  • Chart of accounts setup & clean-up

  • Monthly, Quarterly, Annual financial statements (P&L, Balance Sheet, Cash Flow)

  • Liaison with CPA/tax professional

  • Chart of Accounts: set up & maintenance

  • Email/Phone support


"Show Me the Big Picture"

(Financial Reports + Support)
Ideal for: Owners who want regular insight + strategic reports.


💰 Starts at: $250/month

Includes Tier 1, plus:

  • 3-way reporting

  • Monthly performance dashboard

  • Quarterly strategy check-ins (Zoom call)

  • A/P and A/R management (optional add-on)

  • Business strategy consults

"Be My CFO"

(Consulting + Hands-On Strategy)
Ideal for: Growing businesses ready for serious financial partnership.

💰 Starts at: $600/month

Includes Tier 2, plus:

  • Custom KPI tracking

  • Cash flow forecasting + budget planning

  • Strategic business consulting (monthly Zoom calls)

  • Audit prep and support

  • Workflow optimization (billing, payroll, expenses)

  • Custom reporting

  • Priority support

Basics, But Better

(Basic Bookkeeping & Reconciliation)
Ideal for: Our really small business owners who qualify, and need quarterly books at an affordable rate


💰 Starts at: $150/quarter (based on volume)

Includes:

  • Quarterly bookkeeping (QuickBooks)

  • Annual Financials ready for your taxes

  • Journal Entries

  • Bank & credit card reconciliations

  • Chart of accounts setup & clean-up

  • Recording AP & AR

  • Cash or Accrual Accounting

  • Email/Phone support


Included Benefits & Add-ons

(Offered:

  • Quickbooks Online Discount

  • Walk through and creating new chart of accounts

  • Setting up new vendors & clients

  • Chart of accounts setup & clean-up

Add-Ons:

  • Year-end needs :1099s

  • Accounts Receivable: Invoicing, collections

  • Accounts Payable: Bill preparations, payment set-up, Purchase Order set up

  • Payroll Processing

  • Clean up & Catch up

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!