Services tailored to your needs. Meeting you where you are to ensure that your business thrives.

  • Bookkeeping Set Up

    We set up your business with a Quickbooks Online subscription and ensure that you are familiar with the software. We work together to create workflows that are tailored to your business to simplify everyday tasks. This service is great for new businesses or clients looking to improve their bookkeeping system.

  • Catch Up & Clean Up

    We perform a health check of the books and work alongside businesses to bring books up to date. This service works best for clients that already have Quickbooks set up.

  • Monthly Maintenance

    Services for businesses that need consistent support. Allow our trained and trusted bookkeeper to take over your books so that you can focus on other areas of your business. We have monthly plans that can be tailored to your business needs. Please see below for our options.

  • Personal Accounts

    Services provided to individuals looking to organize and take control of their personal finances. We work with you to create a system that will organize your accounts and put you in control of your money.

Lets Work Together

Monthly Maintenance Plans

 

Basic

  • Monthly transaction verification.

  • Monthly bank and credit card reconciliation.

  • Vendor & customer set up.

  • Chart of accounts review and set up.

  • Customized workflows.

  • Self serve reporting.

Standard

  • Monthly transaction verification.

  • Monthly bank and credit card reconciliation.

  • Vendor & customer set up.

  • Chart of accounts review and set up.

  • Customized workflows.

  • Monthly Reporting.

  • Additional Support Provided.

Premium

  • Monthly transaction entry and verification.

  • Monthly bank and credit card reconciliation.

  • Vendor & customer set up.

  • Chart of accounts review and set up.

  • Customized workflows.

  • Accounts payables.

  • Assistance with Quickbooks support.

  • Working alongside with Tax Professionals, CPAs.

  • Support on demand.

  • Monthly reporting and review of account.

 

Pricing for our monthly plans is based on company size and amount of work. Monthly plans require a commitment of at least 6 months, to help us better serve your business.