Our Services

Starting at $250/month
Ideal for freelancers or solo service providers with low monthly activity who want to stay organized without overpaying.

• Monthly categorization of up to 40 transactions

• Reconciliation for up to 2 accounts (bank or credit card)

• Standard monthly reports (Profit & Loss, Balance Sheet)

• Email, text, and phone support during business hours (Mon–Fri)

• Service agreement provided for transparency

Need more transactions or accounts?
You can upgrade to Essential Books at any time for expanded support.

📌 Cancel anytime with 14 days' written notice.

Starting at $500/month
Perfect for small businesses with regular activity that want organized, accurate books and proactive financial insight.

• Monthly categorization of all transactions

• Reconciliation for all bank and credit card accounts

• Standard monthly reports (Profit & Loss, Balance Sheet, Cash Flow available on request)

• Email, text, and phone support during business hours (Mon–Fri)

• Service agreement included for transparency

📌 No long-term contracts — cancel anytime with 14 days' notice.

Starting at $750/month
Designed for growing businesses that want deeper financial insight, streamlined processes, and strategic support to guide smarter decisions.

• Everything in Essential Books

• Accounts Payable and Receivable tracking

• Project and job cost tracking (when applicable)

• Custom financial reporting tailored to your goals

• Monthly financial check-ins to review performance, cash flow, and growth opportunities

• Email, text, and phone support during business hours (Mon–Fri)

• Service agreement included for transparency

📌 No long-term contracts — cancel anytime with 14 days' notice.

Starting at $1,000/month
Built for established businesses ready for full financial visibility and strategic support to drive growth.

• Everything in Growth Books

• Budget vs. Actual tracking to monitor performance

• Cash flow reports and trend insights

• Monthly financial review meetings with analysis and planning support

• Payroll support (optional add-on)

• Email, text, and phone support during business hours (Mon–Fri)

• Service agreement included for transparency

📌 No long-term contracts — cancel anytime with 14 days' notice.

For businesses starting fresh or getting their books in order before beginning ongoing support.

💼 QuickBooks Setup (Current Month Start)

Start your bookkeeping off right with a custom setup in QuickBooks Online.

• One-time project fee: $550

• Includes QBO file setup, chart of accounts customization, opening balances, and current-month reconciliation

• Monthly service begins after setup based on your selected plan

📚 Retroactive Bookkeeping

Need to catch up on past financial activity? This one-time service gets you caught up and ready for ongoing support.

• Retroactive monthly bookkeeping:

  • Up to 100 transactions/month — $100/month

  • 101–200 transactions/month — $125/month

  • Over 200 transactions/month — $150/month

📌 Example: A 6-month project with ~80 transactions/month would start at $1,450
($550 setup + $150 × 6 months)

🔄Bundle with monthly services to receive a discounted setup fee.

For businesses that need occasional or specialized support beyond monthly bookkeeping.

🧾 1099 Filing

Year-end filing for independent contractors.

• Filing 1099-NEC or 1099-MISC – $20 per form

• Includes e-filing and recipient copies

• Must be submitted before IRS deadlines to avoid penalties

👥 Payroll Setup & Coordination

For businesses that want help with payroll but don’t need or want a full-service payroll subscription.

• Setup and coordination with your payroll provider (e.g., Gusto, ADP, or Intuit)

• Optional manual payroll entry and tax liability tracking

• Starting at $150/month, depending on complexity and volume

✨ Custom Add-Ons

Need something outside the standard scope? These services are available by request.

• Budget templates and cash flow forecasts

• Job or class tracking setup

• One-time financial statement walkthroughs or review meetings

• Custom reports for stakeholders or lenders

📌 Custom add-ons are priced based on scope and deliverables. Let’s talk.