Services

Starting at $350/mt

Perfect for solo entrepreneurs and small businesses who need reliable, no-fuss bookkeeping support. This package includes everything you need to stay on top of your finances each month:

• Transaction Recording - Ongoing tracking and documentation of your business income and expenses to keep your financial records accurate and up to date.

• Account Reconciliation -  Monthly reconciliation of your bank and credit card accounts, covering up to 100 transactions, to ensure everything matches up and is accounted for.

• Invoice & Payment Matching - Reconciliation of up to 100 invoices per month, both incoming (receipts) and outgoing (payments), to keep your books clean and organized.

• Financial Reporting - Monthly delivery of your Profit & Loss Statement and Balance Sheet, so you stay informed about your business's performance and financial position.

• QuickBooks Online Setup & Maintenance

Starting at $750/mt

Ideal for growing businesses that want more frequent support, deeper financial insight, and hands-on help managing cash flow.  This package is designed to give expanding businesses the financial clarity and responsiveness they need, with bi-weekly check-ins and support that goes beyond the basics.

• Bi-Weekly Tracking & Reconciliation - Bi-weekly tracking and reconciliation of your business finances to keep your books accurate, organized, and up to date. Includes reconciliation of up to 250 transactions per month across your bank and credit card accounts.

• Financial Reporting -  Monthly delivery of your Profit & Loss Statement and Balance Sheet.

• Monthly Financial Review Call - A 30-minute one-on-one call to walk through your reports, answer your questions, and provide insights to help you make confident business decisions.

• AR & AP Tracking - We monitor incoming payments, track outstanding bills, follow up on overdue receivables with reminder emails, and keep your AR/AP aging reports accurate and current. Bill entry, invoice creation, and payment processing are available as named add-ons.

• Priority Email Support - Responses within 12 to 24 hours for any questions or needs that come up between check-ins.

• QuickBooks Online Setup & Maintenance

Starting at $1,250/mt

Designed for established businesses that need consistent, detailed bookkeeping with strategic financial support. This high-touch package provides weekly attention to your books, light payroll assistance, and budgeting support to help you stay proactive—not just organized:

• Weekly Tracking & Reconciliation - Weekly tracking and reconciliation of your business finances to keep your books accurate, organized, and up to date.

• Financial Reporting - Monthly delivery of your Profit & Loss Statement and Balance Sheet.

• Monthly Financial Review Call - A 30-minute check-in to review reports, answer questions, and discuss financial insights.

• AR & AP Tracking - We monitor incoming payments, track outstanding bills, follow up on overdue receivables with reminder emails, and keep your AR/AP aging reports accurate and current. Bill entry, invoice creation, and payment processing are available as named add-ons.

• Basic Payroll Processing -  Payroll for up to 10 employees using your existing payroll platform.

• Budgeting & Forecasting Support -Support in building and updating budgets and forecasts for better planning.

• Priority Email Support -  Responses within 12 to 24 hours for timely assistance whenever you need it.

• QuickBooks Online Setup & Maintenance

Pricing varies based on the number of months and transaction volume. For a customized quote, please schedule a discovery call.

Perfect for businesses that are behind on their books and need help getting back on track. If your bookkeeping has fallen behind, don't worry. This service is designed to bring everything current so you can start fresh with confidence. Here's what's included:

• Historical Transaction Entry -  Recording and categorizing past income and expenses from previous months (or years) to ensure complete and accurate financial records.

• Bank & Credit Card Reconciliation - Matching all historical transactions with your bank and credit card statements to verify balances and ensure nothing is missing.

• Invoice & Payment Cleanup - Reconciling past customer invoices and vendor bills to help clear up any outstanding balances or misapplied payments.

• Financial Report Generation - Once your books are caught up, you'll receive updated Profit & Loss and Balance Sheet reports reflecting your accurate financial position.

• QuickBooks Online Review & Cleanup - Ensuring your QBO file is organized, properly categorized, and ready for current use or tax filing.

Pricing depends on the extent of the work required. To receive an accurate estimate, please arrange a discovery call.

Ideal for businesses whose books are current, but messy, inconsistent, or inaccurate. If your books are technically up to date but things just aren't adding up (miscategorized transactions, unreconciled accounts, or reports that don't make sense), this service is for you. Here's what's included: 

• Account Reconciliation - Reviewing and correcting balances in your bank, credit card, and other key accounts to ensure everything aligns with actual activity.

• Transaction Re-Categorization - Fixing incorrectly categorized income and expenses to ensure accuracy in your financial reports and tax filings.

• Chart of Accounts Cleanup - Streamlining your Chart of Accounts by merging duplicates, removing unused accounts, and organizing categories for clarity.

• Open Invoice & Bill Review - Identifying and resolving outdated or incorrect receivables and payables so your reports reflect reality.

• QuickBooks Online File Cleanup -A full review and organization of your QBO file to eliminate clutter, correct errors, and set a strong foundation moving forward.

We offer a range of support services to help streamline your financial systems and ensure tax compliance. These can be added to any ongoing bookkeeping package or requested as stand-alone services.

• Bill Entry & Management -  We enter your vendor bills directly into QuickBooks Online with proper categorization and supporting documentation, then queue them for your review and approval. You retain full control over payment timing and approvals. We do not have banking access or payment authority under this service.

  • • • Up to 25 bills per month: $185/month

      • 26 to 50 bills per month: $360/month

      • 51 to 75 bills per month: $540/month

      • 75+ bills per month: Custom quote

• Invoice Creation - Starting at $180/month based on volume. We create and send your customer invoices in QuickBooks Online based on the source data you provide (hours, services, retainers, etc.), follow up on outstanding balances, and keep your AR aging clean. You retain ownership of all client billing relationships and dispute resolution.

  • • • Up to 15 invoices per month: $180/month

      • 16 to 30 invoices per month: $360/month

      • 31 to 50 invoices per month: $585/month

      • 50+ invoices per month: Custom quote

• QuickBooks Online Setup or Migration - Starting at $350. We'll set up or migrate your books into QuickBooks Online with a chart of accounts tailored to your business.

• Payroll System Setup - Starting at $75 per employee. Get help setting up your payroll platform correctly from the start, including tax form generation, classifications, and schedules.

• 1099 Preparation & Filing - Starting at $20/form (1 to 20); $5/form (21+). We handle year-end 1099-NEC filings and ensure compliance with IRS thresholds. W-9 collection support available as an add-on.

• Personal Property Tax Filing -$100 to $200 (based on asset volume). We'll prepare and file your annual local personal property tax return for business equipment and tools.

⚠️ Please note: We do not currently offer federal income tax, state income tax, self-employment tax, or payroll tax filings. However, we'll make sure your books are accurate, organized, and ready to hand off to your tax preparer. Need a filing resource? We've got you covered. Visit our Tax Resources page for access to TurboTax Full Service at 20% off.