As a monthly bookkeeping client, you can expect reliable, stress-free support that keeps your finances organized and up to date. Each month, we’ll categorize your transactions, reconcile your accounts, and deliver clean, easy-to-read financial reports so you always know where your money is going. We’ll also keep an eye out for anything unusual and be just a message away if you have questions. Our goal is to give you clarity and confidence around your finances—so you can focus on doing what you do best: creating.

Services Included:

+ Detailed income and expense tracking and categorization.
+ Complete maintenance of your QuickBooks account.
+ Bank and credit card reconciliation.
+ Monthly business reports with your financial status & recommendations.
+ Dedicated account manager who is available for a quarterly review call.
+ Unlimited email and text support.
+ Collaboration with your CPA.
+ Annual 1099 filing
+ Payroll tracking, owner's pay calculations,  and tax savings support.

As a quarterly bookkeeping client, you’ll receive a thorough review and cleanup of your financial records every three months. We’ll categorize your transactions, reconcile your accounts, and provide clear financial reports that give you a solid understanding of your business performance each quarter. This service is perfect if you don’t need monthly updates but still want accurate books, peace of mind, and reliable records to support tax filings or strategic decisions. We’ll also flag anything that needs attention and keep communication open so you're never in the dark.

Services Included:

+ Detailed income and expense tracking and categorization.
+ Quarterly maintenance of your QuickBooks account.
+ Bank and credit card reconciliation.
+ Quarterly business reports with your financial status & recommendations.
+ Dedicated account manager who is available for a quarterly review call.
+ Unlimited email and text support.
+ Collaboration with your CPA.
+ Annual 1099 filing.
+ Payroll tracking, owner's pay calculations,  and tax savings support.

Our one-time bookkeeping cleanup service is designed to get your financial records back on track and fully up to date. Whether you're behind on your books, preparing for tax season, or just need a fresh start, we’ll dig in, organize your transactions, reconcile your accounts, and ensure everything is accurate and aligned. You’ll walk away with clean, reliable financial statements and a clear picture of your business’s financial health—no more guesswork or feeling overwhelmed. It’s the perfect reset for business owners who need clarity and confidence moving forward.

Services Included:

+ Detailed income and expense tracking and categorization.
+ Up to date Quickbooks account.
+ Bank and credit card reconciliation.
+ Financial reports prepared ready for taxes to be filed.
+ Unlimited email support.
+ Collaboration with your CPA.