Bookkeeping That Does More Than Keep You Compliant
Clean books, clear reports, and a financial partner who actually knows your business.
Choose Your Level of Partnership
Great books aren't one-size-fits-all. Every engagement begins with a diagnostic review of your business, so your plan fits you — not the other way around. Then we get to work keeping your financials accurate, insightful, and stress-free.
Essentials
from $379/mo
Accurate, tax-ready books. Handled!
For business owners who want clean, compliant financials without lifting a finger.
Monthly transaction categorization & reconciliation
Clear monthly Profit & Loss and Balance Sheet reports
Year-end financial package for your tax professional
Growth
Most popular
from $597/mo
From Compliance to Clarity
For business owners ready to actually use their numbers — not just file them away.
Everything in Essentials
Class or Location Tracking*
W-9 Tracking & Maintenance
Enhanced tracking & detailed reporting with monthly insights
Strategic
from $997/mo
Your ongoing financial partner.
For businesses in growth mode that want a trusted advisor in their corner every month.
Everything in Growth
Project Creation & Tracking*
Cash flow planning and budget-to-actual support
Quarterly Advisory meetings with proactive recommendations
* A subscription to QBO Plus or Advanced is required
Your full service scope is detailed in your custom proposal — because your business deserves more than a checklist. We review every engagement twice a year to make sure your support grows right along with you.Beyond the Monthly Books
Cleanup &
catch-up
Months or years behind — we bring messy books current, fast and judgment-free.
Sales tax compliance
Registration, filings, and deadline monitoring so penalties never touch your desk.
A/P & A/R management
Bills paid, invoices sent, cash kept moving on both sides of the ledger.
Also available: QuickBooks Online setup & training, and one-on-one consulting sessions for owners who aren't quite ready for full-service bookkeeping.
Ready to love your books again?
It starts with one free conversation. No pressure, no jargon — just a chance to talk about where your books are today and where you want your business to go.