Our Services

Package 1: On-Demand Consultation & Support

Ideal for businesses needing occasional bookkeeping help, guidance, or troubleshooting.

Includes:

One-on-one consultation sessions tailored to specific bookkeeping or financial questions
Assistance with financial reports, budgeting, or reconciliation issues
Guidance on setting up financial systems or understanding specific bookkeeping tasks
QuickBooks or Wave setup and training (if needed)

Rates:

Flexible Pricing: Every business is different. We provide customized bookkeeping and reconciliation solutions contact us today for a personalized quote.

Package 2: Basic Bookkeeping

For small businesses or organizations with minimal transactions

Includes:

Monthly transaction categorization
Basic income and expense tracking
Monthly bank and credit card reconciliation
Simple financial statements (Profit & Loss, Balance Sheet)

Custom Pricing Based on Your Business Needs.

Package 3: Standard Bookkeeping

For businesses with regular monthly activity and more detailed reporting.

Includes:

Everything in Basic Bookkeeping
Detailed financial statements and customized reports
Accounts receivable and payable tracking
Monthly check-ins to review finances and answer questions

Schedule a consultation for a personalized quote

Package 4: Comprehensive Bookkeeping

For growing businesses or organizations needing full-service bookkeeping.

Includes:

Everything in Standard Bookkeeping
Cash flow management and forecasting
Quarterly financial reviews and analysis
Preparation for tax season (expense categorization, etc.)

Case-by-case pricing to fit your bookkeeping needs and budget

Package 5: Startup Setup & Launch Support

Ideal for new business owners (sole proprietors, LLCs, S Corps) needing initial setup and guidance for a strong financial foundation.

Includes:

Business Formation Consultation: Guidance on bookkeeping needs for Sole Proprietorships, LLCs, and S Corps, plus an overview of tax implications.
Financial System Setup: Setting up accounting software (QuickBooks, Wave, etc.) customized for the client’s business.
Payroll Setup: Initial setup and configuration of payroll within the software (if needed).
Chart of Accounts Customization: Building a chart of accounts specific to the business, so financial reports are relevant and organized.
Expense Tracking & Record-Keeping Best Practices: Training on categorizing expenses and understanding best practices for tracking receipts and invoices.
One-on-One Training Session: A 60-minute session covering basic software functionality and tips for financial management.

Rates:

Schedule a consultation for a personalized quote