Our Services

Routine Bookkeeping

We provide bookkeeping and quickbooks bookkeeping services throughout the year depending on your preference of frequency. We provide services as frequently as once a week, or as slowly as once a year – this depends on what you’re looking for. Typically our clients prefer the monthly schedule.

We find that every business has unique complexities, and this is okay! We will work with you to examine your needs and provide you with a customized service plan that works best for you and your business. Here is a list of common tasks we perform for our clients:

  • Recording and categorizing all transactions

  • Reconciling the transactions to the bank and credit card statements

  • Tying A/R, A/P, and/or loans

  • Sending financial reports to the owner via email

For all routine bookkeeping we will agree on a fixed price based on the volume and complexity of your business.

QuickBooks Cleanup

If your business has months or years of bookkeeping left undone, or if you simply need things cleaned up, you’ve come to the right place. Typically this kind of work is requested because of a tax return deadline or because of a bank’s demands.

With our PDF reader, we are able to take your old bank statements, convert them to excel/Google Docs, and then import them into your QuickBooks. By eliminating the manual entry aspect of adding transactions, we are able to reduce your costs dramatically.

For all cleanup and catchup work, we charge a fixed price based on the volume and complexity of the work.

Pricing

Most small businesses lose thousands each year due to messy books and avoidable tax issues.

Clean, reliable bookkeeping costs less than one bad decision.

Essential

Simple, accurate bookkeeping every month

$300 to $350 / Month

  • Monthly bank and card reconciliation

  • Expense categorization with bank rules

  • Monthly financial statements

Best for freelancers and solo owners under $100k revenue

Professional

Clear numbers that support growth

$350 to $450 / month

  • Everything in Essential

  • Light AR and AP tracking

  • Quarterly performance summary

  • Priority Support

Best for growing businesses with multiple accounts

Premium

Hands-on support and advanced reporting

$450 to $750 / month

  • Everything in Professional

  • Accrual, payroll, and loan tracking

  • Monthly walkthroughs

  • CPA-ready books for tax time

Best for established or multi-entity businesses

Not ready for monthly bookkeeping?

Quarterly bookkeeping is available at 75% of the monthly rate. Ideal if you don’t need monthly reports but still want clean, tax-ready books.

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!