Take Control of Your Finances and Grow Your Bottom Line.

Professional bookkeeping is a necessary investment in your business. It ensures accurate financial records, aids in compliance with tax regulations, and allows for more efficient decision-making. Outsourcing this task frees up time, improves cash flow management, and uncovers cost-saving opportunities. Ultimately, professional bookkeeping is an investment in financial stability, growth, and peace of mind.

Our Process

01

gather

First we work with you to gather all financial statements to ensure we have the whole picture of your business.

02

Analyze

We analyze financial data through statements, budget comparisons, and ratio analysis and provide real time financials on a monthly basis.

03

monitor

Continuous monitoring of accounting data for accuracy and monthly reconciliations.

Our Packages

1

Essentials
Package

Investment:
Starting at $350/month

Essentials package includes:

  • Monthly Recordkeeping and Financials

  • Up to 4 Bank/ Credit Accounts

  • Electronic receipt matching

  • Collaboration Coordination with your CPA / EA

  • Annual 1099 Filings + Compliance Reminders

  • Unlimited Email Communication

2

Growth
Package

Investment:
Starting at $695/month

Growth package includes:

All features of the Essential Package, plus:

  • Monthly bank and credit card reconciliation (5-8 accounts)

  • Financial report package

  • Electronic receipts matching

  • Budget vs Actual Reporting

  • Monthly Loom Video Covering Financials

3

Advanced
Package

Investment:
Starting at $1,200/month

Advanced package includes:

All features of the Growth Package, plus:

  • Tailored for revenue $400k +

  • Project tracking

  • Built in Advisory services

  • Customized Reporting based on business needs

  • Monthly Virtual Meeting

Payroll Services

Investment:
Setup fee of $200 || Starting at $195 per month

Payroll Software Subscription

Direct Deposit

W2/W3 Year End filing and 940

Certified Payroll Calculations

Payroll Processing

941/940 Quarterly Payroll Reporting

Reporting Time Card Calculations

Certified Payroll Reporting

Diagnostic Review and Clean-Up

Diagnostic Review || One-time fee of $500
A detailed review of your QuickBooks Online account with a written report that offers corrections for clearer reporting and improved compliance. This fee is deducted from the first month’s invoice and/or total clean-up cost.

Clean-up || Starting at $2,000
Accounting for the previous years in QuickBooks Online to prepare tax-ready financials and recommend improvements.