bookkeeping Services
We offer clear, flexible bookkeeping and accounting services designed to support your business at every stage. As a certified QuickBooks Pro Advisor, we bring expert guidance and efficient tools to every client. Whether you need monthly support or strategic financial insight, we scale with your needs. Reach out for a custom outsourced bookkeeping solution tailored to your business needs.
Our Process
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1. Free 30 minute consultation
In our first conversation, our goal is to learn about your business, understand your bookkeeping needs, and explore how we can support your growth with clear, reliable bookkeeping solutions and reporting.
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2. Discovery and custom quote
We’ll follow your consultation with a discovery session to dive deeper into your business so we can provide a tailored quote outlining the specific services that best support your business needs, goals, and stage of growth.
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3. Onboarding
Once you approve the quote, we’ll kick off onboarding with a simple intake process to gather the information we need. We’ll review your current setup, clarify expectations, and ensure everything is organized for a smooth start.
bookkeeping services
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• Transaction Review & Categorization
• Bank & Credit Card Reconciliation
• QuickBooks Online Account Link Monitoring
• Chart of Accounts Management
• Receipts Management
• Accounts Receivable Payment Application
• Payroll Setup and Syncing
• Fixed Asset Recording
• Monthly Income Statement
• Monthly Balance Sheet
• Virtual Meetings – Monthly or Quarterly
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• Accounts Payable
• Custom Reporting
• Budgeting & Variance Analysis
• Advanced Reconciliation (Trust, Escrow, Loans, LOC, Prepaid)
• Aged Accounts Receivable
• Vendor Management and Contract Tracking
• Liaison with Your Tax Professional
• Fractional CFO Consult and Advisement
CATCH-UP and CLEAN-UP Services
Bookkeeping catch-up involves entering and reconciling financial transactions that have not yet been recorded, usually spanning several months or even years.
Bookkeeping clean-up involves correcting errors in already-recorded transactions, fixing account categorizations, reconciling mismatches, and organizing the books to reflect accurate financials.
We offer catch-up and clean-up bookkeeping services on a stand-alone, per-project basis, with pricing determined by the volume and complexity of work required to bring your books up to date. If you're interested in ongoing monthly bookkeeping, a catch-up or clean-up project may be necessary before we begin, and will be priced separately as an add-on to your initial set-up fee.
Flexible Plans with Personalized Pricing
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ESSENTIAL
$300 - $500 per month
Basics covered and done well -
Core
$500 - $750 per month
Reliable support you can trust -
Growth
$750 - $1,000 per month
Built to scale with your goals -
Strategic
Custom Quote
Insight for smart decisions
