Services

Choose the level of support that fits your business

No long-term contract. Every quote is built around your specific business — schedule a free call to get yours.

Core Services

Bookkeeping to strategic financial leadership, and plenty in between

Choose the level of support that matches where your business needs are today.

Ongoing Bookkeeping

The month-over-month rhythm that keeps your numbers current, reconciled, and ready the moment you need them.

  • Every account reconciled monthly
  • Transactions categorized to a chart of accounts built around your business
  • Financial reports in your inbox the same time every month
  • A direct line to the person actually doing the work

Books Cleanup or Catch-Up

For books that have fallen behind or are riddled with misclassifications.

  • A full account-by-account review, no shortcuts
  • Missing or misclassified transactions traced back and fixed at the source
  • Every open period reconciled against your actual bank and card statements
  • A clean, CPA-ready file handed off when we're done — no loose ends come tax season

Setup & Training

Some owners want a partner running their books. Others just want the right system and the confidence to run it themselves — that's just as good a fit for us.

  • Bookkeeping software set up the right way from day one
  • A chart of accounts built around how your business actually operates
  • Hands-on training for you or whoever's holding the keys
  • Scheduled check-ins to catch small mistakes before they become big ones

Strategic Advisory

Strategic leadership and analysis above and beyond bookkeeping service levels — budgets, cash flow forecasting, customized KPI reporting and data analytics — for a business that doesn't need a full-time finance leader on payroll.

  • Budgeting & forecasting that actually gets used
  • Cash flow and scenario modeling
  • KPI dashboards that tell you what's working before your gut does
Service Tiers

Three tiers, one clear path as you grow

Start with clean, tax-ready books and move into strategic advisory when you want a financial leader, not just a bookkeeper. Schedule a free call for an exact quote.

Core

Starting at $275/mo*

The foundation every business needs — accurate, reconciled books you can trust.

  • Transaction categorization
  • Bank & credit card reconciliation
  • Monthly financial statements

Best for businesses that just need clean, reliable books

Premium

Starting at $400/mo*

Everything in Core, with added complexity.

  • Everything in Core
  • Accounts receivable and payable management
  • Class or location tracking

Best for growing businesses that need more than just categorizing transactions and reconciling accounts

Executive

Starting at $600/mo*

Everything in Premium, plus the forward-looking insight of a finance leader.

  • Everything in Premium
  • High-volume and complex transactions
  • KPI dashboards & performance reporting
  • Cash flow forecasting and budgeting
  • Strategic guidance

Best for businesses ready for a deeper financial partner

* A lower-cost quarterly option is available in place of monthly service.

Add-ons — available at any tier

Project-based support, available on its own or alongside any tier:

  • One-Time Cleanup or Catch-Up
  • Chart of Accounts Redesign
  • QuickBooks Setup & Migration
  • Customized Reporting
  • Financing & Transaction Readiness
  • Establishing Financial Policies & Procedures

What we don't do

We'd rather do a few things exceptionally well than everything. To stay focused, here's what's outside our scope:

  • Payroll processing
  • Sales tax filing
  • Tax preparation & filing
  • Audits, reviews, or compilations

Need one of these? We're happy to refer you to a trusted specialist in our network.

Get Started

Not sure which tier fits?

A free call is the fastest way to get a clear recommendation.

  • Free, no-obligation call
  • No long-term contract
  • CPA-owned & operated
Book a Call