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 15 Minute Discovery Call. We look forward to talking with you about your business!

I’d like to learn more!

Monthly Bookkeeping

  • Monthly recordkeeping
  • Secure client portal for communication
  • Monthly Financial Reports
  • Year end financials for your tax preparer
  • Financial Clarity
  • Accountability Partner
  • Trusted Financial Expert on your team
  • Peace of Mind

From $400 / month

A Paid Strategy call is required to determine the monthly rate.

Paid Strategy Call

Review your current bookkeeping setup where we dive into the details of your financials

If applicable, review your QBO file to ensure it’s set up correctly and accurately reflects your business transactions

Upfront pricing for Clean-Up / Catch-Up Bookkeeping

Upfront pricing for monthly bookkeeping

Zoom Call – $195

Book a Strategy Call!

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.




Pricing Varies

A Paid Strategy Call is required to determine the pricing of Clean-Up/Catch-Up services.

Typical Clean-Ups average $4,000 – $9,000

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 business owners using QBO for the first time. We’ll help get you set up for success including a Chart of Accounts, setting up users and permissions, customizing forms and more.

From $700

Additional Services

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

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!