Services
Bookkeeping that works as hard as you do
Straightforward packages for small business owners and freelancers — no jargon, no surprises.
Monthly Bookkeeping
Stay on top of your finances every month
Starting at $250/mo
Our most popular service. We handle your books every month so you always know where your business stands — and you're never scrambling at tax time.
- ✓Monthly transaction categorization & reconciliation
- ✓Profit & loss and balance sheet reports
- ✓Dedicated bookkeeper, available by email
- ✓Year-round support & quarterly check-ins
- ✓QuickBooks Online management
Catch-Up Bookkeeping
Behind on your books? We'll get you current
Custom quote
Whether you're a few months behind or a few years, we'll clean up your records and get you to a clean starting point — no judgment, just results.
- ✓Full historical transaction cleanup
- ✓Organized, tax-ready records
- ✓Reconciliation of all accounts
- ✓Clear summary of where you stand
- ✓Smooth handoff to ongoing monthly service
Payroll & Tax Prep
Payroll handled, tax season made painless
Starting at $150/mo
We process your payroll and prepare your books so your CPA has everything they need — clean, organized, and ready to file.
- ✓Payroll processing & direct deposit
- ✓Quarterly payroll tax filings
- ✓1099 & W-2 preparation
- ✓CPA-ready financial statements
- ✓Year-end reporting package
Need something extra?
We can add these to any package.
Sales Tax Filing
State and local sales tax preparation and filing
CFO Advisory Call
Monthly strategy call to review your numbers and plan ahead
Common questions
Do I need to use QuickBooks?
We work primarily in QuickBooks Online, which we'll set up and manage for you. If you're already using another platform, let's talk — we may be able to accommodate.
How do I get my documents to you?
We use a secure client portal to share documents. You can also connect your bank accounts directly through QuickBooks for automatic transaction imports.
What if I'm behind on my books?
That's exactly what our Catch-Up Bookkeeping service is for. We'll assess how far back you need to go and give you a flat-rate quote before we start.
Do you work with my CPA or tax preparer?
Absolutely. We coordinate directly with your CPA and deliver clean, organized financials so tax season is smooth for everyone.
Not sure which package is right for you?
Let's talk through your situation in a free 30-minute consultation.