Our Services

Pricing Packages

Starter Package
$300/month Perfect for sole proprietors or new businesses.
  • Monthly transaction recording (up to 100 transactions)
  • Bank and credit card reconciliations (up to 2 accounts)
  • Monthly financial reports (Profit & Loss, Balance Sheet)
  • Email support for inquiries
Growth Package
$750/month For growing businesses that need additional support and insights.
  • Monthly transaction recording (up to 300 transactions)
  • Bank and credit card reconciliations (up to 5 accounts)
  • Monthly financial reports (Profit & Loss, Balance Sheet, and Cash Flow Statement)
  • Accounts payable and receivable tracking
  • Quarterly review meetings
  • Priority email and phone support
Premium Package
$1,000/month For established businesses requiring comprehensive bookkeeping and financial advisory
  • Monthly transaction recording (up to 500 transactions)
  • Bank and credit card reconciliations (up to 10 accounts)
  • Advanced financial reports (Profit & Loss, Balance Sheet, Cash Flow Statement, Budget vs. Actual)
  • Accounts payable and receivable management
  • Budgeting and forecasting assistance
  • Tax-ready financials and year-end closing
  • Monthly review meetings
  • Dedicated account manager with unlimited email and phone support
Add-On Services
  • QuickBooks Setup & Training: $250
  • Catch-Up or Clean-Up Bookkeeping: $75/hour
  • Additional Payroll Services: $25/employee per month
  • Quarterly Tax Preparation Support: $200
What we can do for you

Services Provide For You

Bookkeeping Services

Monthly Bookkeeping, Bank and Credit Card Reconciliations, Financial Reporting, Accounts Payable and Receivable Management

Payroll Services

Payroll processing and compliance, Employee time tracking and benefits management, Tax filings and year-end payroll reporting

Tax Preparation Support

Organizing financial data for tax season, Coordination with your CPA or tax preparer, Assistance with sales tax filings

QuickBooks Services

Setup and implementation of QuickBooks Online or Desktop, Ongoing QuickBooks support and troubleshooting, Training for business owners on how to use QuickBooks effectively

Catch-Up and Clean-Up Services

Bringing outdated or disorganized books up to date, Cleaning up data errors for a fresh start.

Small Business Consulting

Budgeting and forecasting assistance, Cash flow analysis and optimization, Custom financial solutions tailored to your goals