What we offer
Bookkeeping services built for small business owners.
Whether you need monthly books, a catch-up project, or strategic financial guidance — we have a package that fits where you are right now.
Clean, accurate monthly books for businesses with straightforward finances. Everything you need to stay organized and tax-ready.
What's included
- Monthly transaction categorization
- Bank and credit card reconciliation
- Monthly profit & loss statement
- Monthly balance sheet
- Dedicated bookkeeper
- Email support (48-hr response)
- Annual financial summary
- Payroll processing
- Sales tax filing
- CFO advisory calls
Everything in Starter, plus payroll, sales tax, and a monthly financial review call to keep you on track.
What's included
- Everything in Starter
- Payroll processing (up to 10 employees)
- Sales tax preparation and filing
- Monthly financial review call (30 min)
- Cash flow report
- Accounts payable tracking
- Priority email support (24-hr response)
- QuickBooks Online management
- CFO advisory strategy sessions
- Budgeting and forecasting
Full-service bookkeeping plus strategic financial guidance. We act as your part-time CFO — analyzing your numbers and helping you make smarter decisions.
What's included
- Everything in Growth
- Monthly CFO strategy call (60 min)
- Cash flow forecasting (3-month rolling)
- Annual budget creation and tracking
- KPI dashboard and reporting
- Scenario planning and modeling
- Unlimited email and phone support
- Tax planning coordination with your CPA
All plans billed monthly. No long-term contracts. Cancel anytime.
Add-ons
Customize your plan with add-ons
Catch-Up Bookkeeping
Behind on your books? We'll get you current fast. Priced per month of catch-up work.
1099 Preparation
We prepare and file 1099s for all your contractors at year-end.
Payroll Add-On
Add payroll processing to any plan. Includes direct deposit, tax filings, and W-2s.
Sales Tax Filing
Multi-state sales tax preparation and filing for e-commerce and product businesses.
How it works
From sign-up to clean books in days, not weeks
Free consultation
We start with a 30-minute call to understand your business, your current books, and what you actually need.
Onboarding & setup
We connect to your accounts, review your existing books, and set up your chart of accounts — usually within 3 business days.
Monthly bookkeeping
Your dedicated bookkeeper reconciles your accounts and delivers clean reports by the 15th of every month.
Review & advise
We walk you through your numbers, flag anything unusual, and answer your questions — so you always know where you stand.
FAQ
Common questions
What accounting software do you use?
We work exclusively with QuickBooks Online. If you're not already on it, we'll help you get set up — it's included in your monthly fee.
How do I get my documents to you?
We connect directly to your bank accounts, credit cards, and payment processors via read-only access. For receipts and other documents, we use a secure client portal.
What if I'm behind on my books?
No problem — that's what our Catch-Up Bookkeeping service is for. We'll assess how far behind you are and give you a clear timeline and price before we start.
Do you work with my accountant or CPA?
Yes. We coordinate directly with your CPA at tax time, providing them with everything they need. If you don't have a CPA, we can recommend one.
Can I change plans as my business grows?
Absolutely. You can upgrade or downgrade your plan at any time. We'll review your needs together and make sure you're always on the right plan.
Not sure which plan is right for you?
Book a free 30-minute consultation. We'll look at your business together and recommend the right fit — no pressure.
Free 30-min call · No commitment · 100% remote