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Services

Clean-Up & Catch Up

STARTS AT $800

This service is for the solopreneurs or small businesses who just got started or have been at this for a few years and are winging it.  Help is needed to get it all organized but they still want to DIY their own books. A discount is applied to first month's bill if you decide to sign up for monthly bookkeeping service.

INCLUDES:
  • Evaluation of current client system(s).
  • New Chart of Accounts 
  • Categorization & reconciliation.
  • Profit & Loss Statement for cleanup period.

Bookkeeping Service

STARTS AT $400 PER MONTH

This service is for any business that doesn't have a plan to keep track of their transactions and wants to take that stress off their plate.  Let us do what we love so you can get back to doing what you love.  With monthly service you get everything you need to know about your business's numbers delivered to your inbox.  No more guessing or just looking at the bank account and winging it.  You will know every month exactly where your business stands so you can make confident decisions.

INCLUDES:
  • One time Clean-Up & Catch Up service (at a discounted price)
  • Recording income & expenses
  • Account reconciliation
  • Recap email & monthly reports
  • Suggested savings goals for estimated tax payments.

DIY Templates

Coming Soon!  A solid template for those DIYers at heart.  Bookkeeping doesn't always require learning a new software.  It just needs to work.

INCLUDES:

  • Monthly income
  • Monthly expense
  • Roll-up Profit & Loss