— OUR SERVICES —

Your Books,
Always Balanced.

We handle the numbers so you can focus on growing your business. From daily transactions to a full financial fresh start — clean, accurate books, every month.

Recurring Service

Monthly Bookkeeping

Consistent, reliable recordkeeping every month so your financials are always ready when you need them.

What’s Included:
  • Transaction categorization
  • Bank and credit card reconciliations
  • Monthly financial reports (Profit & Loss, Balance Sheet)

Pricing depends on the number of accounts, transaction volume, and overall complexity.

Accounts
Up to 3 bank / CC accounts
Volume
Up to 100 transactions / mo
Please note: Payroll activity from existing providers (Gusto, ADP, Paychex) is recorded in QuickBooks. Payroll processing is not included.
Starting at $300 / month
One-Time Service

QuickBooks Online Setup

Get your QBO account built right from day one. Chart of accounts, connections, and workflows tailored to your business.

What’s Included:
  • QuickBooks account setup and company details
  • Chart of Accounts tailored to the business
  • Bank and credit card account connections (up to 3)
  • Opening balances based on client-provided records
  • Invoice customization (logo and basic branding)
  • Final review for accuracy and readiness

Pricing depends on business complexity and setup needs.

Please note: The QuickBooks Online subscription is the client's responsibility and is billed directly through Intuit. Third-party integrations (Shopify, Stripe, Amazon, etc.) are not included. Cleanup or prior bookkeeping work is not included and will be quoted separately.
Starting at $300
One-Time Service

Cleanup & Catch-Up

Months or years behind? We’ll untangle the mess and bring your books fully up to date. No judgment, just results.

What’s Included:
  • Review and correction of prior bookkeeping errors
  • Catch-up on unreconciled transactions based on available records
  • Bank and credit card reconciliations
  • Financial reports (Profit & Loss, Balance Sheet)
Pricing
Based on number of months, transaction volume, and complexity
Quote
Provided after review
Starting at $500