Our Services
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Starter Bookkeeping
Starting at $350/month
Perfect for solopreneurs or small service-based businesses with low monthly activity.
Everything you need to keep your books accurate and ready for tax time.
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What’s Included
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Up to 2 business accounts (bank or credit card) reconciled monthly
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Monthly categorization and reconciliations in QuickBooks Online
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Basic financial statements (Profit & Loss, Balance Sheet)
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Monthly review summary via email
2
Growth Bookkeeping
Starting at $550/month
Ideal for growing businesses that want deeper insight and financial visibility.
Stay organized, informed, and confident as your business scales.
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What’s Included
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Up to 4 business accounts reconciled monthly
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Monthly categorization and reconciliations in QuickBooks Online
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Full financial statements (Profit & Loss, Balance Sheet, Cash Flow)
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Monthly financial summary report with insights
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Optional 30-minute monthly review call
3
Established Bookkeeping
Starting at $850/month
Designed for established businesses with higher volume and complex financial activity.
Gain peace of mind with detailed financials, quarterly trends, and one-on-one guidance.
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What’s Included
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Up to 6 business accounts reconciled monthly
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Up to 400 transactions per month
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Monthly categorization, reconciliations, and journal entries in QuickBooks Online
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Comprehensive financial package: Profit & Loss, Balance Sheet, Cash Flow, and Trend Analysis
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1-hour monthly review meeting
Monthly Bookkeeping
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General ledger maintenance: Recording and organizing financial transactions into appropriate accounts.
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Revenue & Expense tracking: Monitoring and categorizing income and business expenses to provide accurate financial records.
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Bank reconciliation: Comparing and reconciling bank statements with company records to ensure accuracy.
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Financial statement preparation: compiling balance sheets, income statements, and cash flow statements.
Catch Up/Clean Up Bookkeeping
Reviewing and rectifying existing financial records to ensure accuracy, organization, and compliance. These services are typically required when there are significant discrepancies, errors, inconsistencies in the financial records, or when the books have been poorly maintained.
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Clean up bookkeeping services help bring financial records back in order, providing a solid foundation for ongoing bookkeeping and ensuring reliable financial information for decision-making, tax filings, and financial reporting.
QuickBooks Training Services
Whether you're brand new to QuickBooks or ready to sharpen your skills, our customized training sessions empower you to confidently manage your own bookkeeping. We offer personalized 1:1 sessions, team workshops, and ongoing support. Learn to navigate QuickBooks Online, run insightful reports, manage invoices, and keep your books clean and accurate — with expert guidance every step of the way.
Add on Services
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Accounts receivable management: Tracking and managing customer invoices, payments, and outstanding balances.
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Accounts payable management: Tracking and managing vendor invoices, payments, and outstanding balances.
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Payroll processing: Calculating and distributing employee wages through payroll software.
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Prepare W2's and 1099's at year end.
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Please note that the scope of bookkeeping services can vary depending on the needs of a business or organization.