Bookkeeping Built Around Your Business
No matter where you are in your financial journey—just getting started, trying to grow, or cleaning up a mess—we offer services tailored to meet your needs.
Basic Bookkeeping Services
Let us take the weight of daily financial tasks off your shoulders so you can stay organized and in control. Ideal for small businesses that need reliable monthly support.
- Categorization of weekly revenue and expense transactions
- Monthly reconciliation of bank, credit card and loan accounts
- Generation of monthly Profit & Loss and Balance Sheet reports
- Consistent recordkeeping to ensure tax-time readiness
- Secure and efficient use of cloud-based accounting software
- Ongoing communication for any transaction questions or clarifications
- Flat monthly pricing starting at just $250/month
Consulting, Training & Financial Support
Beyond the basics, we offer expert guidance and hands-on support to help you run your business more efficiently. Perfect for business owners who want to grow with confidence.
- Custom invoice creation and billing setup
- Accounts receivable tracking and collection follow-up
- Bill payment processing and cash flow management
- Budget development, KPI tracking, and break-even analysis
- Personalized financial reporting aligned with your business goals
- Sales tax tracking, filing, and payment reminders
- One-on-one financial training and education for you or your staff
- Guidance on software tools, workflows, and financial best practices
Special Projects & Clean-Up
Get caught up, clean out the clutter, and gain clarity with tailored support for one-time or complex accounting challenges.
- Year-end or multi-year bookkeeping catch-up
- Correction of past errors and reconciliation issues
- Ledger and chart of accounts cleanup
- Historical financial report reconstruction
- Migration of records between accounting platforms
- Review of prior work by previous bookkeepers or staff
- Ideal for business transitions, audits, or loan applications
