A Discovery Meeting to discuss your specific needs.

We will take a deeper look at your books to diagnose what needs to be fixed and what maintenance needed going forward.

Diagnostic Review is for business owners who are just curious if their books are really accurate.

This is an in-depth review to see what issues and identify pain points you have. You will get a Summary of My Observations (Insights, flags, and/or helpful notes)

Our monthly bookkeeping services keep your financial records accurate, organized, and up to date. We handle transaction categorization, bank and credit card reconciliations, financial reporting, and ongoing account maintenance—so you always have a clear picture of your business finances and can focus on growth with confidence.

One-size-fits-all pricing does not fit all. Some businesses are simple. Some are more complex. We customize your monthly bookkeeping for your particular business needs and industry.

Flat rate bookkeeping.

Has your accounting been neglected?

We will clean up your data, correct any issues/errors, organize your records, make sure your chart of accounts make sense for your industry, and ensure all relevant information is entered and reconciled.

This way your business can continue operating smoothly with accurate and reliable financial records – so you can focus on what matters most – running your business.

Flat rate for Clean-up & Catch-up. Pricing depends on # of month to clean-up.
Starting at $350

If you're new to QuickBooks, or realize you need to get things in order, this service is perfect. We'll handle the initial setup correctly, ensuring you avoid messy accounting, confusion, and potentially expensive errors down the road.

Some set up processes to expect:

• QBO Company Subscription

• Custom company settings

• Customized Chart of Accounts for your business industry

• Bank & Credit Card connections

• Vendor & Customer lists

• Invoice customization

• Consultation to go over set up

• Payroll set up using Gusto (if applicable)

• 15 days of follow up support

Flat rate pricing. Starting at $500

Training is $100 per hour.

Other Services you might want or need:

• Payroll Management by Gusto

• 1099 Filing

• Budgeting & Forecasting

• Inventory Management

• Sales Tax Filing

• Workers Comp Reports

Flat rate pricing. Depends on service required.