Bookkeeping services built for small and medium businesses
From monthly reconciliation to full financial clean-ups, we handle the numbers so you can focus on growth.
Monthly Bookkeeping & Reconciliation
Stay on top of your finances every month with accurate, organized books. We categorize transactions, reconcile all accounts, and deliver a clear monthly summary — so you always know where you stand.
Ideal for businesses that want clean, current books every month without lifting a finger.
What's included
- Bank and credit card reconciliation
- Expense categorization and tracking
- Monthly financial summary report
- Accounts payable and receivable tracking
- Dedicated bookkeeper for your account
- QuickBooks setup and ongoing support
Financial Reporting
Get the financial visibility you need to make smart business decisions. We prepare clear, accurate reports that show exactly how your business is performing — in plain English, not accountant-speak.
Ideal for business owners who want real insight into their numbers, not just raw data.
What's included
- Profit & loss statements
- Balance sheet preparation
- Cash flow reports
- Custom reporting on request
- Monthly or quarterly delivery
Books Clean-Up
Behind on your bookkeeping? We'll get you caught up fast. Whether it's a few months or a few years, we'll sort through the backlog, fix errors, and leave you with books you can actually trust.
Ideal for businesses starting fresh, switching bookkeepers, or preparing for tax season.
What's included
- Historical transaction review and categorization
- Account reconciliation for prior periods
- Error identification and correction
- Preparation for tax filing or audit
- Handoff summary and going-forward plan
QuickBooks Setup, Clean-Up & Ongoing Support
Whether you're brand new to QuickBooks or inherited a messy file, we'll get your account configured correctly and keep it running smoothly. From initial setup to ongoing troubleshooting, we're your QuickBooks resource.
Ideal for businesses new to QuickBooks, switching from another platform, or dealing with a disorganized existing file.
What's included
- New QuickBooks account setup and configuration
- Chart of accounts tailored to your business
- Historical data clean-up and error correction
- Bank feed connection and transaction rules
- Ongoing QuickBooks support and training
Simple, transparent pricing
Flat monthly rates — no hidden fees, no surprises. Choose the plan that fits your business.
Starter
Perfect for sole proprietors and very small businesses with straightforward finances.
- Up to 75 transactions/month
- Bank & credit card reconciliation
- Monthly P&L statement
- Email support
Growth
Built for growing businesses that need more coverage and faster turnaround.
- Up to 300 transactions/month
- Full reconciliation (bank, credit, loans)
- Monthly P&L, balance sheet & cash flow
- Accounts payable/receivable tracking
- Priority email & phone support
Pro
Comprehensive bookkeeping for established businesses with higher volume and complexity.
- Unlimited transactions
- Full-service monthly bookkeeping
- Custom financial reporting
- Payroll reconciliation
- Quarterly strategy review
- Dedicated bookkeeper
*All plans include a free 30-minute consultation. Prices are starting rates; final pricing is based on transaction volume and complexity. All Cleanups are priced by months/years of backlog and complexity. Book a consultation for cleanup pricing.
Not sure which plan is right for you?
Book a free 30-minute consultation and we'll recommend the best fit for your business — no pressure, no obligation. All Cleanups are priced by months/years of backlog and complexity.
Book a Free Consultation