Bookkeeping
& Accounting Services
Better Numbers. Better Decisions. Better Results.
Monthly Bookkeeping
We keep your records organized by recording transactions and reconciling accounts throughout the year.
what we do
Financial Reporting
Receive clear financial reports that provide insight into performance and help you make informed decisions.
QuickBooks Support
We help implement and optimize your QuickBooks system to improve your daily financial processes.
Outsourced Accounting
Gain expert accounting support and ongoing financial oversight without the cost of a full-time employee.
choose your plan
Three tiers built for every stage of growth
Essentials
For solo founders and startups who need clean, reliable books each month.
from $600 /mo
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Monthly bookkeeping
QuickBooks support
Transaction categorization
Bank & credit card reconciliations
Month-end close
Monthly financial statements
Quarterly review meeting
Secure client portal
MOST POPULAR
For growing businesses seeking deeper financial insight and ongoing accounting support.
Growth
from $1,000 /mo
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Everything in Essential
Accounts payable support
Accounts receivable support
Monthly financial review meeting
Sales tax filing support
Budget planning assistance
Financial performance analysis
Supporting accounting schedules
Payroll processing (up to 5 employees)
CFO Advisory
For established businesses that need strategic financial guidance and executive-level financial leadership.
from $1,500 /mo
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Everything in Growth
Cash flow forecasting
Strategic budgeting
Profitability analysis
KPI tracking & reporting
Proactive tax planning
Monthly strategic advisory meetings
Priority support & dedicated advisor
Payroll processing (up to 10 employees)
WHAT’S ALWAYS INCLUDED
Every plan comes with:
Dedicated bookkeeper
One consistent professional who knows your business inside and out.
Secure document portal
Bank-level encryption for sharing statements and sensitive files.
Monthly deliverables
Financials delivered by the 15th of every month, without chasing.
Tax-ready books
Your books stay CPA-ready all year so tax season is never a scramble.
Email support
Questions answered promptly — no waiting weeks for a callback.
Catch-up bookkeeping
Behind on your books? We’ll get everything current before we begin.