Our Services
Essential Bookkeeping
Best For: Solo Entrepreneurs and Small Businesses (0–3 employees)
Includes:
-
Monthly account reconciliation (1–2 accounts)
-
Transaction categorization
-
Chart of accounts maintenance
-
Monthly financial report (P&L and Balance Sheet)
-
Up to 150 transactions/month
-
Quarterly check-in call (15–20 min) *Optional*
Growth Bookkeeping
Best For: Growing owner-operated businesses, online shops, contractors, retail shops, nonprofits, professional services (4–10 employees)
Includes:
-
Reconciliation of up to 5 accounts (bank + credit card)
-
Full transaction management with categorization
-
Financial reports: P&L, Balance Sheet, and Cash Flow
-
Accounts Payable entry & tracking
-
Accounts Receivable tracking & payment application
-
Up to 400 transactions/month
-
Priority email support (1 business-day response)
Professional Bookkeeping
Best For: Established businesses with higher volume (5-20 team members), construction companies, multi-location small businesses, medical, dental, service firms, larger non-profits
Includes:
-
Reconciliation of up to 8 accounts
-
Full AP/AR management
-
Monthly financial reporting package
-
Sales tax tracking
-
Quarterly tax prep reports for CPA or tax filer
-
Monthly strategy call (45 minutes) *Optional*
-
Up to 800 transactions/month
Get Started Today
We handle the numbers so you can focus on running and growing your business.