Explore Our Services

Explore our range of services designed to help you move forward with confidence, wherever you're headed next.

What We Offer

  • We handle your daily bookkeeping, month-end close, financial statements with summary analysis, minimal A/R and A/P, minimal contractor tracking and communication with Tax professionals to prepare for tax season.

    Typically $300/month

  • Everything in Bookkeeping Basics plus full management of your invoices, bills, contractors, tax support, sales tax filings, basic HR and provide Payroll support. Additionally you can get some custom reports with explanations and meetings.

    Typically $700 - $2,000/month

  • If you have fallen behind, or if your books are messy or incomplete, we can help get you back on track.

    Monthly rate X amount of months needing clean up/catch up

FREE DISCOVERY CALL

Each business is unique and has its own needs and specialties. I like to cater to that.

We offer 3 general services:

  • Bookkeeping Basics

  • Advanced Bookkeeping

  • Clean up/Catch up

I like to create custom monthly plans per customer that fits within their budget and provides for all their needs. We discuss what specific services you need and customize a service contract that makes sure your getting everything necessary.

The best way to get a quote is to book a FREE discovery call with me where we meet and discuss your business needs.

Look at each service in more detail below.

Our Process

Plan with Purpose

It all starts at the 30 minute free discovery call. We talk about what you may need and a general estimate for the cost of service.

Move Forward

Once confirmation of services is made a proposal letter is sent with what services were agreed upon and starting price.

Signing

After proposal is accepted a contract detailing the services going to be provided monthly and agreed upon price is sent for signature.

Time to Work

Onboarding begins and your monthly bookkeeping service begins immediately. Your business is onboarded onto all necessary platforms for your service. You sit back and relax while I take over your bookkeeping.