Services

---

 Ideal for solopreneurs who need clean books, reliable monthly reporting, and responsive support. Includes monthly transaction categorization, bank reconciliation for up to 2 accounts, monthly P&L reporting, email support, and QuickBooks Online management. 

 Best for growing businesses that need more bookkeeping support, higher transaction volume handling, and AP/AR tracking. Includes everything in Foundation, plus accounts payable and receivable tracking, up to 4 accounts, and a quarterly check-in call. 

 Designed for businesses that want a more hands-on bookkeeping relationship. Includes everything in Growth, plus full-service bookkeeping management, up to 10 accounts, 1099 contractor prep, and a monthly financial review call. 

 If your books are behind, no judgment — it happens. Cleanup projects are quoted separately based on scope, either as a flat project rate or hourly. We’ll review your books during the discovery call and provide a clear price before any work begins. 

Every engagement begins with a discovery call so we can understand your business, assess complexity, and recommend the right level of support.

 QuickBooks Online management includes transaction categorization, account reconciliation, invoice and bill entry, receipt organization, and monthly reporting support.