Our Services
Comprehensive bookkeeping solutions designed specifically for busy small business owners.
Monthly Bookkeeping
Our primary service. A recurring monthly partnership where we handle the day-to-day financial tracking so you can focus on running your business.
- Monthly reconciliations
- Financial reporting
- Strategy conversations
- Unlimited email support
QuickBooks Catch-Up / Clean-Up
Months behind? Years behind? Books a mess? Need cleanup before taxes? No problem. We'll organize everything without judgment.
- Historical data entry
- Account reconciliation
- Error correction
- Tax-ready financials
Accounts Payable (A/P)
Keep vendor relations strong and never miss a due date. We manage bill processing, tracking, and scheduling payments seamlessly.
- Vendor bill tracking
- Payment scheduling & approval
- Vendor statement reconciliation
- Expense categorization
Accounts Receivable (A/R)
Improve your cash flow and get paid faster. We track client invoicing, send timely reminders, and record incoming payments.
- Customer invoice creation
- Payment collection tracking
- Aging report management
- Automated payment reminders
Sales Tax Filings
Stay compliant with state and local tax authorities without stress. We calculate, prepare, and file your sales tax returns on time.
- Sales tax liability calculation
- Multi-jurisdiction tracking
- Timely state & local filing
- Exemption certificate tracking
1099 Filings & Reporting
Hassle-free year-end contractor compliance. We track contractor payments, gather W-9s, and file annual 1099-NEC and 1099-MISC forms.
- Contractor W-9 collection & verification
- Year-end 1099 preparation
- E-filing with IRS & State
- Contractor copy delivery
QuickBooks Payroll Services
Stress-free, accurate payroll processing ensuring your team is paid on time, every time — without the headache.
- Payroll processing & scheduling
- Direct deposit setup
- Payroll tax filings
- Year-end W-2 & 1099 preparation
QuickBooks Startups
Perfect for businesses starting fresh. We'll set up your QuickBooks correctly from day one to ensure a solid financial foundation.
- Chart of Accounts setup
- Software integration
- Initial training
- Customized workflow
QuickBooks 1-on-1 Training
We teach business owners to understand QuickBooks. Patient, simple, and easy-to-follow sessions tailored to your learning pace.
- Personalized sessions
- Screen-share guidance
- Process documentation
- Q&A support
Transparent Pricing
No surprises. We offer fixed monthly pricing so you always know exactly what you're paying for.
Starter
Perfect for sole proprietors and new businesses
- Up to 2 bank/credit card accounts
- Monthly reconciliation
- Basic financial reports
- Email support
Growth
For growing businesses with employees
- Includes up to 2 accounts
- Monthly reconciliation
- Detailed financial reports
- Quarterly strategy call
- Priority email & phone support
Scale
For established businesses with high volume
- High transaction volume
- Weekly reconciliation
- Custom financial reporting
- Monthly strategy call
- Dedicated account manager
Additional & One-Time Services
Catch-Up & Clean-Up
Starting at $700
QuickBooks Setup & Training
Starting at $500 ($750 w/ Payroll)
Accounts Payable / Receivable
Starting at $350
Sales Tax Filings
Quarterly $35/yr | Monthly $105/yr
1099 Filings
$25 / contractor or employee
Extra Accounts & Loans
Accounts: $75/ea | Loans: $50/ea