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.
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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.
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Starter
Perfect for new or very small businesses taking their first steps toward organized bookkeeping.
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QuickBooks or bookkeeping system setup (basic Chart of Accounts)
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Monthly catch-up bookkeeping (up to 1 month)
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Basic financial reports (Profit & Loss, Balance Sheet)
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Email-based support and guidance
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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.
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Investment: $299
Standard
A solid middle ground that combines accuracy with actionable insight.
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Everything in Starter, plus:
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Ongoing monthly bookkeeping (up to 3 months backlog if needed)
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Categorization and reconciliation of all transactions
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Monthly financial report review (including trends and highlight notes)
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Quarterly bookkeeping clean-up and haircut
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A 30-minute monthly coaching call to help you understand what your numbers mean
Great for growing businesses seeking structure, visibility, and training.
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Investment: $499+
Advanced (Contact for Pricing)
Premium support and strategy for businesses ready to level up their financial systems.
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Everything in Standard, plus:
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Real-time or near-real-time bookkeeping updates
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Automated workflows and integration with apps or payment systems
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Monthly bookkeeping maintenance (no backlogs)
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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.