BOOKKEEPING FOR GROWTH
Most business owners are buried in receipts and "uncategorized" transactions. We take that weight off your shoulders.
We provide more than just data entry. We provide the financial clarity you need to scale. From monthly reconciliations to tax-ready reporting, we ensure your books are accurate, automated, and ready for your CPA.
Stop guessing your numbers and start growing your business.
The Diagnostic Review
Every new partnership begins with a $250 deep-dive into your current QuickBooks file. We identify historical errors, sync your accounts, and ensure your data is 100% accurate before moving into monthly maintenance. This ensures you never pay for a service you don't need.
Our Services
Perfect for the business owner who needs to get out from under the "shoebox" of receipts.
Monthly Reconciliation of 1 Bank + 1 Credit Card account.
Transaction Limit: Up to 40 per month.
Financial Essentials: Monthly P&L and Balance Sheet delivered to your inbox.
Tax-Ready: Books kept in compliance for year-end filing.
Support: Unlimited email support.
Comprehensive management for businesses ready to understand their cash flow.
Everything in Starter, plus:
Expanded Scope: Up to 4 Bank or Credit Card accounts.
Higher Volume: Up to 100 transactions per month.
Cash Flow Tracking: Monthly statement to see where your money is going.
Receipt Automation: Full access to Dext/Hubdoc for easy document capture.
Check-ins: One 15-minute monthly "Pulse Check" video call.
Contractor Support: Annual 1099 filing for up to 5 contractors.
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Tailored solutions for complex businesses or those who haven't touched their books in months.
Historical Clean-ups: We specialize in bringing "messy" books up to date.
Weekly Categorization: Real-time data for fast-moving businesses.
CPA Liaison: We work directly with your tax pro to ensure zero errors.
Custom Reporting: KPI dashboards and specialized tracking.
Need more? Customize your plan with our Add-Ons:
Payroll Management: Starting at $100/mo (+ software fees).
Accounts Payable (Bill Pay): $150/mo (Up to 15 bills).
Additional Bank Accounts: $50/mo per account.
Sales Tax Filing: $100/filing per state.