Our Services
SERVICES
Monthly Bookkeeping
Stay on top of your finances with a reliable monthly process that keeps your books accurate and tax-ready.
Bank & credit cards reconciled monthly
Smart rules for automated categorization
Financial statements delivered within 15 business days
Email support for quick money questions
Optional Financial Insights package(+15% of plan)
Cleanup or Catch-up
Behind on your books? We fix and organize everything fast so you can file taxes and make decisions with confidence.
Rebuild months or years of records
Use advanced tools to import statements
Every transaction reviewed and corrected
Tax-ready handoff for your CPA
Consult, Train, Or INTERIM work
Keep bookkeeping in-house with expert setup, training, and periodic reviews to keep your team confident and accurate.
Personalized QuickBooks setup and training
Chart of accounts and workflow optimization
Monthly or quarterly accuracy reviews
Fractional Controller or CFO Service
Fill staffing gaps
Option to upgrade to monthly service anytime
subscription
PRICING
CORE
Simple, accurate monthly bookkeeping
Starts at $300 / month
Monthly bank and card reconciliation
Expense categorization with bank rules
Monthly financial statements
Best for single owner small businesses in a service industry
Prime
Clear accounting to anchor your decisions
Starts at $450 / month
Everything in Core Package
Accounts Payable entry
Quarterly performance summary
Priority support
Best for growing businesses with multiple accounts
Elite
Hands-on support and advanced reporting
Starts at $600 / month
Everything in Prime Package
Custom reports and KPI dashboards
Accrual, payroll, and loan accounting
Monthly performance summary
CPA-ready books for tax time
Best for established or multi-entity businesses