Services

Bookkeeping solutions, tailored to your business.

Core Monthly

All you need to keep your books accurate, organized, and up to date. Pricing is tailored to your business size, transaction volume, and specific needs.

Includes:

  • Transaction categorization

  • Monthly account reconciliations

  • Month-end close

  • Financial statements (Profit & Loss and Balance Sheet)

  • Email support and scheduled check-ins

Cleanup / Catch-up

Get your books current, accurate, and ready to use. Pricing depends on how many months need to be brought up to date.

Includes:

  • Historical transaction entry

  • Reconciliations

  • Error detection and correction

  • Chart of accounts cleanup

  • Products/services list cleanup

  • Financial statement reconstruction

  • A/R and A/P cleanup (when applicable)

Setup

Start your books on a clean, organized foundation. One-time setup fee varies based on your business complexity and the level of set up required.

Includes:

  • QuickBooks Online setup

  • Customized chart of accounts

  • Customized products/services list

  • Bank and credit card connections

  • Categorization rules and workflow setup

  • Third-party application integration

  • Basic financial reporting setup

Optional add-on services:

Additional support for growing businesses

  • Accounts receivable

  • Accounts payable

  • Payroll processing

  • Inventory tracking

  • Sales tax accounting

  • 1099 preparation

Not sure which service is right for you? I'll learn about your business and recommend the solution that best fits your needs.

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