for specialized bookkeeping or book a call
Monthly income and expense tracking
Categorizing all transactions appropriately and consistently
Monthly Financial Statements that include a Balance Sheet and Profit & Loss report
Unlimited email and text support
QBO basic training
Access to a team of financial and legal professionals
50% off Quickbooks Online Subscription for 12 months
A back pocket FULL of financial experts that CARE about you and your business.
Small Business
Improved Financial Accuracy
Time and Resource Savings
Enhanced Financial Insights
No Contracts No Commitments
Our basic small business bookkeeping service provides monthly tracking and reconciliation of all your income and expenses, including checking, savings, and credit card accounts. You'll receive polished financial reports via the client portal , and as a new client, you can enjoy discounted back work for any previous month. We'll take care of everything, ensuring your financial records are accurate and up-to-date.
Medium Business
Advanced Interactive Reporting
Advanced Organization
Implementing Profit First Method
No Contracts No Commitments
Our basic medium business bookkeeping service includes everything in the small business packages and the following:
Digital /interactive reporting option
Advanced Chart of Account Designed
Guidance for implementing the Profit First Method
Large Business
Outsourced Bill Pay and Invoicing
Monthly Strategy Session
Access to Membership Portal - coming soon
No Contracts No Commitments
Our basic large business bookkeeping service includes everything in the small and medium business packages and the following:
Assisted Bill Pay
We Generate Your Client Invoices
Monthly Strategy Session
Complementary Access to the Membership Portal - Coming Soon