Our Services

We offer a range of options allowing you to customize the services that you need to be the most successful in running your business. Schedule an initial consultation to help determine what services can best satisfy your needs.

A preliminary consultation to exchange information, discuss your business goals, and explore how we can best support you in achieving them.

Free

Discovery Call

It all starts here. This is the first meeting that we have with every client to see if we are the right fit for each other.

Set Up: Quickbooks Online Set Up, including customization of the Chart of Accounts, Products/Services Lists, and more
Clean Up: everything in the Core Bookkeeping package to correct past errors in your books
Catch Up: everything in the Core Bookkeeping package for all of the months since your last tax return filing or for a period of time decided by you

Set Up, Clean Up & Catch Up Bookkeeping

Whether you need a fresh start or to get your finances back on track, this service will set you on the path to financial clarity.

Categorization of all bank transactions
Bank, Credit Card and Loan Reconciliations
Monthly Financial Statements that include a Balance Sheet and Profit & Loss report
Email, phone and screen share support per proposal
Secure Client Portal
Quickbooks Online Subscription at a discounted price
A back pocket FULL of financial experts that CARE about you and your business

Core Bookkeeping

This package is focused on basic financial tasks to help your business take root.

Everything in the Core Bookkeeping package, plus customized services that may include:

Accounts Receivable Services
Accounts Payable Services
Monthly Strategy Sessions
Payroll Services
Budgeting
Forecasting

Growth Bookkeeping

This package provides businesses with comprehensive financial management to support strategic growth.

What you'll notice:

We specialize in

making your life easier.

Work with a dedicated bookkeeper, so you always have one point of contact.

We offer flexible pricing so you pay for exactly what you need.

Affordable remote bookkeeping services for small businesses

We work with the industry-standard accounting software, QuickBooks Online, to ensure your data stays secure and you can access 24/7 from anywhere

Our Services

What you'll notice:

Let's Chat

Working Hours