How Our Services Work
1. Initial Assessment
We carefully review your current books, tools, and overall business structure to understand your needs.
2. Setup & Organize
We carefully organize all your accounts, sort your transactions, and update everything promptly.
3. Monthly Support
Bookkeeping, reports, invoices – all handled carefully, consistently, and on schedule.
Dedicated Financial Support
1. Bookkeeping & Reporting
Journal entries, reconciliations, and timely & reliable financial statements.
INCLUDES:
– Monthly bookkeeping
– Bank & card reconciliations
– Profit & loss + balance sheet statements
– Cash flow statement
– Year-end financial package
2. Tax Preparation Support
Stay organized, compliant, and ready for tax season.
INCLUDES:
– Tax-ready books
– Expense categorization
– Digital document organization
– Support for your CPA/Tax Advisor
INCLUDES:
– Invoicing, tracking & reminders
– vendor payment & tracking
– customer/vendor aging reports
Get paid and pay vendors
3. Accounts Receivable & Payable
Clear Pricing for Growing Businesses
Basic Plan
From $250/month
For start-ups and small businesses who need a solid bookkeeping foundation.
– Journal entries and categorization
_ Bank/credit cards reconciliations
– Monthly financial statements
- Year-end package financial reports
Core Plan
From $400/month
For growing businesses that need deeper insight and regular guidance.
– Everything in Basic Plan
_ Accounts payable & receivable
– Quarterly performance summary
– Dedicated account manager
Premium Plan
From $700/month
For established companies ready to fully outsource their bookkeeping.
– Everything in Core Plan
– Accrual accounting
_ Custom reports
– Priority support / strategy calls
Timely, Dependable, Customer-Focused Service
Know your numbers every month.
Financial support designed for your specific business and industry.
