Our Services

The Basics

$250/month
Perfect for solo entrepreneurs and small businesses who need clean, accurate books.

Includes:

  • Categorize transactions for your Profit & Loss and Schedule C

  • Reconcile bank and credit card accounts monthly

The Essentials

$500/month
Ideal for growing businesses that want standard financial reporting and better visibility into performance.

Includes:

  • Categorize transactions for your Profit & Loss and Schedule C

  • Reconcile bank and credit card accounts monthly

  • Manage core financial statements in accordance with GAAP:

    • Profit & Loss

    • Balance Sheet

    • Cash Flow Statement

The Full Package

$1,000/month
Designed for established businesses ready to offload the financial back-office entirely.

Includes:

  • Categorize transactions for your Profit & Loss and Schedule C

  • Reconcile bank and credit card accounts monthly

  • Manage core financial statements in accordance with GAAP:

    • Profit & Loss

    • Balance Sheet

    • Cash Flow Statement

  • Full-service Accounts Payable & Accounts Receivable management:

    • We create and send all customer invoices

    • We enter and manage all vendor bills

    • We track payments and follow up as needed

  • Optional Payroll Service Add-On:

    • We handle payroll processing through your preferred provider

    • Ensure tax compliance, direct deposits, and payroll journal entries

Don’t know which service is best for you? Schedule a call.

Managing your books and managing your business are two distinct responsibilities. Let us help you determine which service level best supports your goals and growth.