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Ongoing monthly support
Monthly Bookkeeping
From $150 / month
Accurate and consistent monthly bookkeeping to keep your financial records organized and up to date. Ideal for businesses that want reliable, hands-off bookkeeping every month.
✔ Recording income and expenses
✔ Categorizing transactions
✔ Monthly bookkeeping review
✔ Organized records you can rely on
Best for businesses that want ongoing support and clean books every month.
Accuracy you can trust
Bank & Credit Card Reconciliation
From $150 / month
We reconcile your bank and credit card accounts to ensure every transaction is recorded correctly. This helps catch errors early and keeps your financial data reliable.
✔ Monthly bank account reconciliation
✔ Credit card reconciliation
✔ Review of discrepancies or missing transactions
✔ Accurate balances across all accounts
Ideal for preventing mistakes and maintaining financial accuracy.
Clarity at a glance
Quickbooks Online Clean-up
From $850 / 12 months
Clear, easy-to-read reports that help you understand your numbers at a glance. We focus on clarity, not complicated accounting language.
✔ Profit & Loss reports
✔ Basic financial summaries
✔ Clear explanations of key figures
✔ Reports ready to share with stakeholders
Perfect for business owners who want insight without overwhelm.
Ready for tax time
Tax Preparation both Business & Individual
From $150-$1,300 / year
We prepare accurate tax returns for individuals and small businesses. Our goal is to make the tax process simple, clear, and stress-free while helping you stay compliant with federal and state requirements.
✔ Individual and business tax return preparation
✔ Careful review of income, deductions, and credits
✔ Guidance on required tax forms and filings
✔ Reliable and timely filing
Ideal for individuals, freelancers, and small businesses preparing for tax season.
NEED HELP DECIDING?
Let’s Find the Right Bookkeeping Solution
Pricing can vary based on transaction volume, business complexity, and the level of support you need.
A short consultation allows us to understand how your business operates, what level of bookkeeping support you currently need, and where potential efficiencies can be created. This ensures that the service we recommend is aligned with your actual workload and business goals, rather than a generic package that may include unnecessary features.
Every business is different, and bookkeeping support should reflect that. During a brief consultation, we take the time to review your current setup, the volume and type of transactions you handle, and any challenges you may be facing. Based on this, we determine the most appropriate level of support—helping you avoid overpaying for services you don’t need while ensuring nothing essential is overlooked.
This conversation is also an opportunity for you to ask questions and gain clarity around how our bookkeeping process works. We explain what to expect, how communication is handled, and how your records are maintained throughout the year. By the end of the consultation, you’ll receive clear recommendations and practical next steps, with no obligation to move forward.
READY TO GET STARTED?
Let’s Talk About Your Bookkeeping Needs
Tell us a bit about your business and what kind of support you’re looking for. We’ll review your details and get back to you with clear next steps—no obligation, no pressure.
✔ Quick consultation to understand your needs
✔ Clear recommendations tailored to your business
✔ Response within one business day
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