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Our Services

Our bookkeeping and financial services deliver accuracy, compliance, and clear financial insights — so you can make smarter business decisions and focus on growth.

Our bookkeeping and accounting services include:

  • Capturing and properly coding transactions

  • Bank and credit card reconciliation

  • Accounts receivable

  • Accounts payable

  • Payroll processing

  • Financial reporting

  • Management reporting

  • 1099 filings

  • And more.

    Explore more services below.

Our Packages

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New Client Setup

Start strong with a solid foundation.

We’ll get your books set up, integrated, and customized so you’re running smoothly from day one. Perfect for new businesses or those switching systems.

What’s Included:

  • QuickBooks Online setup & integration

  • Customized chart of Accounts

  • Import of client-provided (bank information, credit card transactions, vendors, and customers)

  • Get your books running smoothly from Day 1.

Starting at $350

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Essential

Reliable bookkeeping, without the extras.

Stay organized and compliant with reliable monthly categorization, reconciliation, and reports.

What’s Included:

  • Monthly transaction categorization & reconciliation (up to 100 transactions per month)

  • Basic monthly financial reports (Profit & Loss, Balance Sheet)

  • Email support for quick questions.

Starting at $400/month

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Growth

Clarity & insight that grows with your business.

Perfect for scaling service providers and eCommerce shops who want visibility, insight, and support as they expand.

What’s Included:

  • Everything in Essential Plan, plus:

  • Transaction categorization (101–200/mo)

  • Reconciliations up to 4 accounts

  • Customized chart of accounts

  • Advanced monthly reporting with performance insights

  • KPI snapshot

  • Quarterly check-ins to review financial health

  • Accounts Receivable & Payable tracking (light support)

  • Email + chat support

Starting at $750/month

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Premium

Strategic finance at its best.

Comprehensive reporting, forecasting, and strategy support for businesses that need a true financial partner.

What’s Included:

  • Everything in Growth, plus:

  • Transaction categorization (201+/month)

  • Up to 6 account reconciliations

  • Customized KPI tracking & dashboards

  • Cash flow forecasting (short-term/tactical)

  • Annual budget + forecasting (long-term/strategic)

  • Monthly financial strategy calls

  • Priority Email + chat support

Starting at $1,200/month

Don’t know which package fits your business needs? Let us help.

Schedule Your Call

Other Services & Add-ons

Need flexibility? Our add-ons let you customize support with periodic services, clean-up, or catch-up bookkeeping — so you only pay for what you need.

  • Quarterly or annual reconciliations and reports for businesses that don’t need monthly support.

    Quarterly Service, includes:

    • Quarter-end reconciliations

    • Financial reports (P&L, Balance Sheet, and Cash Flow)

    • 30-minutes review call

    Annual Service, includes:

    • Year-end reconciliation

    • Tax-ready reports

    • 30-minute review call

    Starting at $600/quarter or $2,400/year (price depends on complexity)

  • For businesses that need help fixing past errors and messy books.

    Note: This is a one-time service only.

    Basic books clean-up, includes:

    • Reconcile up to 12 months (1–2 accounts)

    • Correct miscategorized transactions

    • Produce accurate year-end financials, if applicable

    *Starting at $1,250 per project

    Complex books, includes:

    • Reconcile up to 12 months for 3+ accounts (3+)/ eCommerce platforms.

    • Fix inventory/ payroll errors

    • Deliver tax-ready year-end financials

    *Starting at $2,000 per project

    *One-time onboarding fee of $99 will be applied to this service.

  • You didn’t start your business to play catch-up with your finances. Bring your books current before transitioning with our “catch-up” services.

    Includes:

    • Ensures books are caught up before transitioning into monthly service.

    • Reconciliations

    • Basic monthly reports (P&L, Balance Sheet)

    • Email support for questions

    *Starting at $450/month (monthly package rate +$50 fee/month). One-time onboarding fee of $99 will be applied to this service.

  • Need extra support like payroll, KPI dashboards, and strategy sessions? We offer it customizable for added support.

    Payroll Support:

    • Payroll Setup - starting at $150+

    • Payroll Monthly Support & Processing - $200/month

    Banking & Invoicing:

    • Addition Bank/Credit Card Account - $75/month per account

    • Invoicing & Bill Pay Support - $250/month

    Strategy & Insights:

    • KPI Dashboard - $150/month

    • Quarterly Strategy Session - $375/month

    • Cash Flow Forecasting - starting at $400/month

    • Annual Budget & Forecasting - $750-$1,250 flat fee (depending on complexity)

      • Optional mid-year review: +$250-500

    Training & Support:

    • QuickBooks Training Session - starting at $175/hour

    • Video Support - $75- $100 per 30 mins (ad hoc)