Services

Bookkeeping for Service-Based Professionals

A CLEAR, ORGANIZED financial SYSTEM without the hassle. See how we help business owners take control of their numbers.

Our Preferred Software is:

…but we also work with

MONTHLY BOOKKEEPING SERVICES

Starting at $250 per month

Keep your business financially organized and stress-free with timely, accurate bookkeeping tailored to your needs.

  • Includes set up
  • Custom Chart of Accounts
  • Monthly transaction categorization
  • Monthly bank and credit card reconciliations
  • Financial reports delivered by the 15th each month (P&L, Balance Sheet, Cash Flow)
  • Quarterly financial review call
  • As needed check-in video calls
  • Email & Phone support
  • Coordination with your tax preparer
LET’S TALK

CATCH-UP SERVICES

Custom Pricing

Fell behind on your books? We’ll bring your financials up to date so you can regain control and confidence in your business’s finances.

  • Identify & fix errors
  • Fix setup issues
  • Check and optimize chart of accounts
  • Enter missing transactions
  • Check for duplicate transactions
  • Run new reports
LET’S TALK

SET UP SERVICES

$150 per hour (2-hour minimum)

Get off to a fast, smooth start with tailored, expert guidance. We’ll help you choose the right tools and system from day one.

  • Help selecting software subscription
  • Build chart of accounts meaningful to your business
  • Deploy customization flows
  • Help establish bank feeds
  • Select and organize integrations
  • Training staff
LET’S TALK