Our Services

Our niche and area of expertise is serving service-based small businesses.
Below is a list of commonalities among our clients.

  • You are a service-based small business owner
  • Your annual revenue is at least $100,000
  • Your business has little to no inventory
  • QuickBooks Online is the accounting app you use (or that you would like to use)

Does this sound like you? To see how we can help, contact us for a Free 30 Minute Consultation. We look forward to talking with you about your business!

I’d like to learn more!

Bookkeeping

  • Recording, classifying, and posting transactions
  • Reconciling Bank Accounts & Credit Card Accounts
  • Preparing financial statements
  • Unlimited email and text support during business hours
  • Monthly Financial Review Meeting
  • Year end financials for your tax preparer

From $297 / month

Diagnostic Review

  • In-depth QuickBooks Online Analysis
  • Detailed report of findings and recommendations
  • Meeting to review the findings
  • Upfront pricing for Clean-Up and Catch-Up
  • Recommendations for ongoing services




$297

Clean-Up / Catch -Up

If bookkeeping has not been high on your priority list, and you are months or maybe even years behind, we can help. We can clean up and organize your books to set you on the path for future success. It’s never too late to get started.

A Diagnostic Review is required to determine the pricing of Clean-Up/Catch-Up services.





Pricing Varies

QuickBooks Setup

Keeping all your records in a spreadsheet (or maybe you aren’t even that far along)?

We can help! Our Quickbooks Online Setup is perfect for new business owners setting up QuickBooks Online for the first time. We’ll help get you set up for success including a Chart of Accounts, setting up users and permissions, customizing an invoice and more.




Pricing Varies

Additional Services

  • 1099 Preparation
  • Budget Preparation & Monitoring
  • Conversion from QuickBooks Desktop to QuickBooks Online
  • Accounts Receivable
  • Accounts Payable

Support Plan

Are you doing your own books and just need someone to answer quick questions when you run into challenges? Try our unlimited email support plan. Most requests answered in 24 hours.

$250 / month

What We Don’t Do

  • Provide legal advice
  • Prepare or File Taxes
  • Full Service Payroll
  • On-Site Bookkeeping
  • Financial Audits

How to Get Started

If you have questions regarding our services or how we can work together, please reach out. We look forward to talking with you about your business!

I’d like to learn more!