Bookkeeping Services
Our bookkeeping services are designed to give business owners clarity, confidence, and compliance — so you can focus on growing your business while we handle the numbers behind the scenes. Whether you’re just getting started or scaling your operations, we offer tiered solutions to meet you where you are.
Starter Package
Includes:
• Monthly glance
• Limited email support
Perfect for business owners that want peace of mind and a simple monthly overview.
*Starting at $225/month
Essential Package
Includes:
• Monthly transaction categorization (bank & credit card accounts)
• Bank and credit card reconciliations
• Chart of accounts review and basic maintenance
• Monthly review for accuracy and completeness
• Year-end handoff support, as needed to prepare taxes
Perfect for small businesses that need reliable monthly organization and accurate records.
*Starting at $400/month
Premium Package
Includes:
• Everything in the Essential Package
• General ledger maintenance and adjustments
• Monthly financial statements:
• Profit & Loss
• Balance Sheet
• Monthly review and basic financial insights
• Email support for bookkeeping-related questions
• Tracking of business liabilities (loans, credit cards, lines of credit)
A deeper financial oversight and reporting to support smarter business decisions.
*Starting at $650/month
Not every business needs ongoing bookkeeping support — sometimes you simply need help getting caught up. Our Cleanup and Catch-Up services are designed for businesses that are behind on their books or need to organize past activity before tax season, financing, or business planning. We reconcile accounts, correct discrepancies, and deliver clean, accurate financials so you can move forward with confidence. Pricing is based on the scope and complexity of your accounts and is quoted after a brief review.
Catch-Up & Cleanup Services
Includes:
• Review of existing accounts and financial data
• Transaction categorization for past months
• Bank and credit card reconciliations for prior periods
• Correction of posting errors and misclassifications
• General ledger cleanup
• Preparation of accurate financial reports after cleanup
Ideal for:
• Applying for loans or financing
• Switching accountants or bookkeeping systems
• Regaining control of business finances
• Pricing for cleanup services is based on number of months and transaction volume.
*Starting at $150/hr.
Additional Add-on Services
• Budget creation & cash flow forecasting
• Quarterly financial review meetings
• Business expense optimization review
• QuickBooks setup and optimization
• Transition support when switching accounting platforms
• Sales Tax tracking & reporting (state & local)
• Payroll Processing
• Payroll Tax calculation & reports
• Employee payroll records & summaries
• Contractor (1099) tracking support