Bookkeeping
Numbers You Can Rely On.
We keep your books accurate, up to date, and tax-ready so you can focus on running and growing your business. Our bookkeeping services aren’t just about compliance—they give you the clarity and insight you need to make confident decisions.
Whether you’re just getting started, playing catch-up, or scaling fast, we tailor our process to your needs. From transaction categorization to monthly reporting, we make sure your financial records tell the real story of your business.
Starter
Perfect for new or very small businesses taking their first steps toward organized bookkeeping.
-
QuickBooks or bookkeeping system setup (basic Chart of Accounts)
-
Monthly catch-up bookkeeping (up to 1 month)
-
Basic financial reports (Profit & Loss, Balance Sheet)
-
Email-based support and guidance
-
Quick review and clean-up of initial entries
Ideal if you’re launching your business or just need a clean and simple way to get started.
Investment: $299
Standard
A solid middle ground that combines accuracy with actionable insight.
-
Everything in Starter, plus:
-
Ongoing monthly bookkeeping (up to 3 months backlog if needed)
-
Categorization and reconciliation of all transactions
-
Monthly financial report review (including trends and highlight notes)
-
Quarterly bookkeeping clean-up and haircut
-
A 30-minute monthly coaching call to help you understand what your numbers mean
Great for growing businesses seeking structure, visibility, and training.
Investment: $499+
Advanced (Contact for Pricing)
Premium support and strategy for businesses ready to level up their financial systems.
-
Everything in Standard, plus:
-
Real-time or near-real-time bookkeeping updates
-
Automated workflows and integration with apps or payment systems
-
Monthly bookkeeping maintenance (no backlogs)
-
Priority turnaround, tax-preparation readiness, and proactive alerting (e.g. expense spikes, inconsistencies)
Ideal for businesses scaling, needing strategic bookkeeping insights, or preparing for higher-level financial planning.