How It Works
Three simple steps to financial clarity and tax-ready books.
01
Diagnostic
Review
We start with a free review of your current books to identify gaps and opportunities for clarity.
02
Onboarding
& Setup
We streamline your QuickBooks and create a reliable workflow tailored to your business needs.
03
Ongoing
Peace of Mind
Enjoy accurate monthly reports and tax-ready books, so you can focus on growing your business stress-free.
A sound business decision
Businesses like yours lose thousands each year in uncollected payments, missed deductions,
and tax issues.
Consistent bookkeeping costs less than the results of a bad decision.
Every month you put it off costs you real money and peace of mind.
Focus your time and effort on doing what you love, what you went into business for in the first place.
We run the numbers so you can run your business.
Singular Focus
Your numbers, organized.
We meet you where you are, whether everything is setup and current, or you need help getting there.
We give you a clear picture of your business performance, so you can make informed decisions.
Cleanup or Catch-up
-
Behind on your books?
-
We fix and organize everything fast so you can file taxes and make
decisions with confidence. -
Rebuild months or years of records
-
Every transaction reviewed and corrected
Monthly Bookkeeping
-
Stay on top of your finances with a reliable monthly process
that keeps your books accurate and tax-ready -
Bank & credit cards reconciled monthly
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Smart rules for automated categorization
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Financial statements delivered within 10 days
-
Email support for quick money questions
Ongoing Support
Monthly bookkeeping tailored to your needs. Simple pricing. No contracts.
Open the Door
Essentials
From $300 / month
➤ Monthly bank and card reconciliation
➤ Up to 3 bank/credit accounts
➤ Transaction categorization
➤ Monthly Profit and Loss statements
Step Inside
Priority
From $500 / month
➤ Everything in Essentials
➤ Up to 5 bank/credit accounts
➤ Light A/R and A/P tracking
➤ 1099 Contractor Tracking
➤ Monthly Cash Flow Report
Settle In
Premier
From $800 / month
➤ Everything in Priority
➤ Up to 7 bank/credit accounts
➤ Class Tracking
➤ Balance Sheet maintenance
➤ KPI specialized reports
I've been where you are
After working in corporate Finance, I built my own
service business. I was the in-house bookkeeper. But I had to be everything else too!
How do you make time to keep accurate financial records while there are so many other priorities pulling you in all directions?
I witnessed fellow entrepreneurs stress over taxes, struggle over decisions, and miss opportunities, all because they didn't have clear financial information.
Let me take that struggle off your plate so you can focus on your business. Your numbers, clean and simple.