Our Services
Our monthly bookkeeping packages are built to match your business’s size and stage — whether you’re just getting organized, growing steadily, or managing complex operations.
Comprehensive Bookkeeping Starting at $500/month*
A bookkeeping solution designed for small operations, offering precise financial management and dependable support
Included Services
● Monthly Bookkeeping We’ll Maintain And Reconcile Your Transaction Activity Each Month To Ensure Accuracy, Organization, And Reliable Financial Reporting.
● Financial & Management Reports We Provide Clear, Monthly Financial Reports To Help You Understand Performance, Monitor Cash Flow, And Make Confident Business Decisions.
● Quarterly Advisor Meetings We Meet with You Once per Quarter to Review Financials, Answer Questions, and Support Strategic Planning.
● Year-End Tax Collaboration We Work With Your Accountant Or CPA To Ensure Your Year-End Filings Are Accurate, Timely, And Stress-Free.
● 1099 Filings & Vendor Reporting We Handle 1099 Compliance From Start To Finish, Ensuring Eligible Vendors Are Tracked, Verified, And Filed By The IRS Deadline.
● Standard Email Support We Provide Hands-On Email Support To Keep Communication Clear And Timely, With A Guaranteed Response Time Of 3 Business Days.
Let us handle the books — so you can focus on running your business
Premium Bookkeeping Starting at $1,050/month*
A bookkeeping solution designed for growing businesses, offering enhanced financial management and strategic insights
Included Services
● Monthly Bookkeeping We’ll Maintain And Reconcile Your Transaction Activity Each Month To Ensure Accuracy, Organization, And Reliable Financial Reporting.
● Financial & Management Reports We Provide Clear, Monthly Financial Reports To Help You Understand Performance, Monitor Cash Flow, And Make Confident Business Decisions.
● Monthly Advisor Meetings We Meet Monthly To Review Your Financials, Answer Questions, And Collaborate On Business Planning.
● Sales Tax Management for 1 State Hands-on support with tracking, filing, and coordinating sales tax payments—so you stay compliant and never miss a deadline.
● Payroll Management for up to 2 Employees Hands-on support with employee onboarding, running payroll, and completing workers’ compensation audits on your behalf.
● Year-End Tax Collaboration We Work With Your Accountant Or CPA To Ensure Your Year-End Filings Are Accurate, Timely, And Stress-Free.
● 1099 Filings & Vendor Reporting We Handle 1099 Compliance From Start To Finish, Ensuring Eligible Vendors Are Tracked, Verified, And Filed By The IRS Deadline.
● Priority Email Support We Provide Hands-On Email Support To Keep Communication Clear And Timely, With A Guaranteed Response Time Of 2 Business Days.
Let us handle the books — so you can focus on growing your business
Enhanced Bookkeeping Starting at $1,300/month*
A bookkeeping solution designed for established businesses, offering enhanced guidance and clear visibility
Included Services
● Weekly Bookkeeping We’ll Maintain And Reconcile Your Transaction Activity Each Week To Ensure Accuracy, Organization, And Reliable Financial Reporting
● Financial & Management Reports We Provide Clear, Weekly Financial Reports To Help You Understand Performance, Monitor Cash Flow, And Make Confident Business Decisions
● Monthly Advisor Meetings We Meet Monthly To Review Your Financials, Answer Questions, And Collaborate On Business Planning
● Sales Tax Management for 1 State Hands-on support with tracking, filing, and coordinating sales tax payments—so you stay compliant and never miss a deadline
● Payroll Management for up to 2 Employees Hands-on support with employee onboarding, running payroll, and completing workers’ compensation audits on your behalf
● Year-End Tax Collaboration We Work With Your Accountant Or CPA To Ensure Your Year-End Filings Are Accurate, Timely, And Stress-Free
● 1099 Filings & Vendor Reporting We Handle 1099 Compliance From Start To Finish, Ensuring Eligible Vendors Are Tracked, Verified, And Filed By The IRS Deadline
● Priority Email Support We Provide Hands-On Email Support To Keep Communication Clear And Timely, With A Guaranteed Response Time Of 2 Business Days
Let us handle the books — so you can focus on strengthening your business
Enterprise Bookkeeping Starting at $1,900/month*
A bookkeeping solution designed for businesses with complex needs, offering full-service support and strategic collaboration
Included Services
● Weekly Bookkeeping We’ll Maintain And Reconcile Your Transaction Activity Each Week To Ensure Accuracy, Organization, And Reliable Financial Reporting
● Financial & Management Reports We Provide Clear, Weekly Financial Reports To Help You Understand Performance, Monitor Cash Flow, And Make Confident Business Decisions
● Weekly Advisor Meetings We Meet Weekly To Provide Consistent Financial Oversight, Strategic Support, And Real-Time A/P Planning
● Accounts Payable Management We’ll Manage Your Accounts Payable Workflow To Ensure Vendor Bills Are Tracked, Approved, And Paid On Time With Clear Records To Support Bookkeeping And Budgeting
● Sales Tax Management for 2 States Hands-on support with tracking, filing, and coordinating sales tax payments—so you stay compliant and never miss a deadline
● Payroll Management for up to 10 Employees Hands-on support with employee onboarding, running payroll, and completing workers’ compensation audits on your behalf
● Customized Reporting We’ll Build One Custom Report Tailored To The Unique Needs Of Your Business, So You Can Track The Metrics That Matter Most To You
● Year-End Tax Collaboration We Work With Your Accountant Or CPA To Ensure Your Year-End Filings Are Accurate, Timely, And Stress-Free
● 1099 Filings & Vendor Reporting We Handle 1099 Compliance From Start To Finish, Ensuring Eligible Vendors Are Tracked, Verified, And Filed By The IRS Deadline
● On-Domain Email Integration We’ll Communicate Through A Bookkeeping Email Address On Your Domain To Support Seamless, Professional Interaction With Vendors, Customers, And Your Internal Team
● Expendited Email Support We Provide Hands-On Email Support To Keep Communication Clear And Timely, With A Guaranteed Response Time Of 1 Business Day
Let us handle the books — so you can focus on leading your business
If your business doesn’t require Payroll or Sales Tax services, we’ll adjust the rate to reflect only the services you use.
*Service Pricing is based on the transaction volume of your company and is reviewed before final pricing is provided. Stated pricing is based on 200 Transactions per month
Add-On Servicess
Customize your bookkeeping experience with scalable add-ons and one-time services to meet your evolving business needs.
Monthly Add-Ons
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A scalable bookkeeping model designed to support data entry, account reconciliation, and accurate financial records as your business grows.
Up to 200: $250
Up to 400: $400
Up to 600: $550
Up to 800: $700
Unlimited: Contact for pricing
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A full-service payroll solution designed to streamline processing, support employee onboarding, and ensure compliance through ongoing oversight and audit preparation.
Up to 2 employees - $100
Up to 10 employees - $450
Up to 20 employees - $800
Additional employees - $30 each
Includes workers’ compensation audit support and coordination.
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A structured solution for managing vendor bills, maintaining clear payment records, and ensuring timely, organized A/P support so nothing falls through the cracks.
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A reliable sales tax solution designed to simplify monthly filing, track taxable activity, and ensure timely payment and compliance across jurisdictions.
1 state - $200
2 states - $350
Additional states - $150/state
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Development of tailored reports that highlight the key metrics and insights that matter most to your business.
Customized reports include up to 2 hours of development time. If additional time is needed beyond the base, we’ll confirm the scope and proceed with your approval at our standard hourly rate.
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Quarterly Advisor Meetings - $100 Financial check-ins to review reports, ask questions, and provide strategic insights.
Monthly Advisor Meetings - $250 Financial strategy sessions to review reports, address questions, and provide planning support.
Weekly Advisor Meetings - $800 Financial oversight with detailed reporting review, planning support, and A/P planning.
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A bookkeeping solution designed for personal or household use, providing precise, organized financial tracking.
One-Time Services
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Bring your books current or correct existing records to ensure accuracy before monthly services begin.
Catch-Up - Entry and reconciliation of missing transactions, chart of accounts review, transaction matching, and follow-up communication.
Clean-Up - Review and correction of existing bookkeeping records, including recoding transactions, reconciling accounts, rebuilding chart of accounts, and follow-up communication.
Per Month - $250 (2 hours included)
Per Fiscal Year - $1,000 (10 hours included)
If additional time is needed beyond the base, we’ll confirm the scope and proceed with your approval at our standard hourly rate.
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Personalized training to help you better understand and manage your QuickBooks Online account with confidence.
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Initial setup of your QuickBooks Online file to match your business needs and ensure a clean foundation for future bookkeeping.
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Includes up to 5 hours of support for audits, ensuring accurate documentation and responsive communication with your auditor.
If additional time is needed beyond the base, we’ll confirm the scope and proceed with your approval at our standard hourly rate.