Service Offerings
Monthly Service
Our Monthly Bookkeeping Service covers all your foundational accounting needs, starting with monthly reconciliation, transaction categorization, and comprehensive financial reporting. Enjoy consistent communication through email, phone, or video meetings, customized to your business’s needs—either monthly or semi-monthly. For expanded support, we also offer Accounts Payable/Receivable, Payroll, Sales Tax Filings, and 1099 preparation. This service is designed to keep your finances organized, streamline your processes, and ensure you’re prepared for every financial milestone
Starting at $300
Clean-Up Service
Our Clean-Up Service tackles backlogged financial data by thoroughly reviewing, re-categorizing, and reconciling records to bring your books up-to-date. We assess Accounts Payable and Receivable to clarify the current status of past, current, and upcoming due dates, and, if applicable, ensure inventory is accurately updated and confirmed. Though it may sound straightforward, catching up on your books can be a time-intensive task, especially when managing daily business demands. Let us handle the heavy lifting to restore clarity and order to your finances, freeing you to focus on growth.
Starting at $1,200
Catch-Up Service
Our Catch-Up Service offers a streamlined way to bring your books up-to-date by reviewing and reconciling only recent, unprocessed months, rather than combing through extensive past records. This service ensures your financials are current without the depth of a full clean-up. We’ll get your accounts back on track efficiently, allowing you to see an accurate, up-to-date financial picture. Plus, we offer potential discounts when multiple months are bundled together for catch-up, making it a cost-effective solution to maintain your business’s momentum.
Starting at $400
Set Up and Restructure
Our New System Setup & Transfer Service is perfect for businesses just starting or transitioning to a new accounting platform. We’ll assist you in setting up a robust, efficient accounting system or seamlessly transferring your financial data to a new software. Following the setup or transfer, you’ll also receive five additional hours of support, ensuring you have the guidance and assistance needed for a smooth adjustment. Let us handle the technical setup so you can focus on what matters most.
Starting at $2,000
Training
Our New System Setup & Transfer Service is perfect for businesses just starting or transitioning to a new accounting platform. We’ll assist you in setting up a robust, efficient accounting system or seamlessly transferring your financial data to a new software. Following the setup or transfer, you’ll also receive five additional hours of support, ensuring you have the guidance and assistance needed for a smooth adjustment. Let us handle the technical setup so you can focus on what matters most—growing your business.