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Monthly Bookkeeping

Accurate, timely, and useable financial statements 

  • Key performance indicators - see how your business is performing

  • Year-end review and tax package to deliver to your CPA - no more running around at tax time

  • Monthly overview videos and quarterly calls focused on your questions and your business goals

  • Starting investment at $350 per month, range $350-$1,500+

  • Pricing depends on the complexity of the business and financial setup.

Quarterly Bookkeeping

Are you a new business just starting out?

  • Want to start your business on the right foot and avoid costly bookkeeping clean-ups down the road?

  • Quarterly financial reviews only

  • Year-end review and tax package

  • We can help you grow.

  • Starting investment $150 per month.

  • Limited to new businesses with low complexity and only two accounts.

  • Grows with your business. Transitions to monthly bookkeeping as your size and complexity grow.

Additional Services

Options depend on the needs and goals of your firm.

  • 1099s Tracking and Filing

  • Accounts Payable

  • Cash Flow Forecasting

  • Budgeting

Clean-up & Catch-up

Books haven't been touched in months? Years? 

  • Missing accounts? Double transactions?

  • Have accounts never been reconciled? What is a bank reconciliation?

  • Investment is case by case depending on the situation.