Services built around small business
Everything below is included in your monthly plan or quoted as a set add-on. No hourly rates anywhere.
Monthly Bookkeeping
Your core books, done right every month: categorized, reconciled, and delivered on a date you can plan around.
- Income & expense categorization
- Bank & credit card reconciliation
- Monthly P&L and balance sheet
Catch-Up & Clean-Up
Behind on your books, a few months or a few years? We bring the backlog current for a one-time fee quoted before we start.
- Multi-month or multi-year catch-up
- Corrected books and reconciliations
- One-time fee, quoted up front
Financial Reporting
Your standard monthly financial statements, prepared and delivered on the same date every month.
- P&L, balance sheet, cash flow
- Delivered on your set date each month
Payroll Integration Support
We integrate with your payroll provider and keep every payroll run and contractor payment recorded accurately in your books. Payroll filing and tax payments stay with your provider.
- Payroll provider integration & sync
- Payroll categorization & reconciliation
- Contractor & 1099 tracking
Software Setup & Migration
We set up your books properly in QuickBooks Online or Digits and move your history over, so every month starts from a clean foundation.
- Chart of accounts tailored to your business
- Migration from spreadsheets or older systems
- Bank & software connections configured
Year-End Tax Package
Hand your CPA a clean, organized package of closed books and schedules. No April scrambling.
- Clean, closed books
- Organized supporting schedules
- Ready package for your tax preparer
What you can expect, every single month
A fair price only matters if the work actually shows up. Here's what delivery looks like when we're on your side.
Books closed on a set date
Categorized and reconciled on a schedule you can plan around, not eventually.
Reports in your inbox
Your P&L, balance sheet, and cash flow statements, delivered every month.
Same-day answers
Email your bookkeeper and get a real answer from someone who knows your business.
One bookkeeper, no queue
A dedicated bookkeeper who knows your business, never a rotating cast or a ticket system.