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COMPREHENSIVE BOOKKEEPING SOLUTIONS FOR YOUR BUSINESS

From daily bookkeeping to detailed financial reporting — we handle your numbers so you can focus on growing your business.

OUR BOOKKEEPING SERVICES

Choose the level of help you need. Whether you want to stay hands-on or hand it off completely, we've got you covered.

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
✓  Smart rules for automated categorization
✓  Financial statements delivered within 15 business days
✓  Email support for quick money questions
✓  Optional Financial Insights video (+15% of plan)

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
✓  Use advanced tools to import statements
✓  Every transaction reviewed and corrected
✓  Tax-ready handoff for your CPA


 

CONSULTING & TRAINING

Keep bookkeeping in-house with expert setup, training, and periodic reviews to keep your team confident and accurate.

✓  Personalized QuickBooks setup and training
✓  Chart of accounts and workflow optimization
✓  Monthly or quarterly accuracy reviews
✓  Option to upgrade to monthly service anytime

 

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PRICING

Transparent pricing. No contracts. First month satisfaction guarantee or you do not pay.

Most small businesses lose thousands each year due to messy books and avoidable tax issues. Clean, reliable bookkeeping costs less than one bad decision.

100% satisfaction in month one or pay nothing

ESSENTIAL

Simple, accurate bookkeeping every month

$300 to $350 / month

✔  Monthly bank and card reconciliation
✔  Expense categorization with bank rules
✔  Monthly financial statements

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Best for freelancers and solo owners under $100k revenue

PROFESSIONAL

Clear numbers that support growth

$350 to $450 / month

✔  Everything in Essential
✔  Light AR and AP tracking
✔  Quarterly performance summary
✔  Priority support

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Best for growing businesses with multiple accounts

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PREMIUM

Hands-on support and advanced reporting

$450 to $750 / month

✔  Everything in Professional
✔  Custom reports and KPI dashboards
✔  Accrual, payroll, and loan tracking
✔  Monthly Loom walkthrough
✔  CPA-ready books for tax time

Best for established or multi-entity businesses

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NOT READY FOR MONTHLY BOOKKEEPING?

Quarterly bookkeeping is available at 75% of the monthly rate. Ideal if you don’t need monthly reports but still want clean, tax-ready books.

Pricing reflects current availability and complexity. Cancel anytime.

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CORE BOOKKEEPING

Accurate and organized bookkeeping to keep your financial records up to date. We ensure every transaction is properly recorded, giving you a clear picture of your business finances.

Bookkeeping

Book Cleanup

Accounting

QuickBooks Setup

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TRANSACTIONS & RECONCILIATION

We carefully track and categorize all your financial transactions while reconciling bank and credit card accounts to ensure accuracy and eliminate discrepancies.

Capturing & Coding Transactions

Bank & Credit Card Reconciliation

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ACCOUNTS MANAGEMENT

Stay on top of your cash flow with efficient handling of receivables and payables, ensuring timely payments and improved financial stability.

Accounts Receivable

Accounts Payable

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TAX & COMPLIANCE

Stay compliant and avoid penalties with accurate sales tax handling and timely filing of required forms, including 1099 reporting.

Sales Tax Accounting & Filing

1099 Filings

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