Not sure if your books are right? This is where we start.

The Bookkeeping Health Check-Up is a diagnostic review of your books so you can understand what looks good, what needs attention, and what your next steps should be. This review can help identify common issues like unreconciled accounts, duplicate transactions, missing accounts, odd balances, sales tax concerns, or reports that do not quite tell the full story.

You’ll walk away with a clear summary of what looks good, what needs attention, and recommended next steps.

This is not a bookkeeping clean-up, but it will help identify whether your books are ready to use, need minor fixes, or require a larger catch-up or clean-up project. If you move forward with monthly bookkeeping, the cost of this review can be credited toward your first month.

For business owners who are tired of doing the books themselves — or tired of wondering if they are being done right.

This is ongoing monthly bookkeeping and financial support for small business owners who want accurate numbers, useful reports, and fewer “oh no, tax time” moments.

Depending on your business, monthly support may include bookkeeping, customized financial reports, receipt management, sales tax support, invoicing, bill pay, year-end tax package for your CPA, monthly overview videos, and quarterly check-in calls. The goal is not just to keep your books updated. It is to help you understand what is happening in your business so you can make better decisions with less stress.

• Monthly Bookkeeping

• Clear, customized financial reports

• Year-end tax packages for your accountant

• 1099s & Sales Tax

• Invoicing

• Bill payment

• Project & Client Profitability Tracking

• Receipt Management

• Video Walkthroughs

• Check-ins

• More than data entry—we deliver clarity, insight, and support that helps you move forward.

Monthly packages typically range from $500–$1,500+/month, depending on transaction volume, number of accounts, complexity, reporting needs, and level of back-office support.

Behind on your books? You are not the only one.

If your books have not been touched in months — or years — we can help get things cleaned up, caught up, and organized so you have a more accurate financial picture. Clean-up projects may include reconciling accounts, fixing duplicate transactions, reviewing old balances, correcting setup issues, and preparing your books so they are actually usable going forward.

Pricing is case by case because every clean-up is a little different. Some are simple. Some are… an adventure.Pricing is case by case because every clean-up is a little different. Some are simple. Some are… an adventure.

A budget is not about restricting your business. It is about giving you a target and a way to know if you are on track.

We’ll start with a 1-hour planning meeting to create a realistic budget for your business. Once the budget is set, ongoing monthly bookkeeping clients can receive monthly budget vs. actual updates showing how the business performed compared to plan, what changed, and where adjustments may be needed.

This is best for businesses with up-to-date books that want to plan for growth, manage cash flow, improve profit, or stop being surprised by their numbers halfway through the year.

For business owners who have the books mostly under control, but know the back office could be working better.

We’ll review your current systems, software, POS setup, sales tax process, bookkeeping workflow, and other financial admin tasks to look for ways to save time, reduce stress, and avoid unnecessary mess.

You’ll walk away with a short list of practical recommendations — not a giant report you will never read. This is best for current clients or businesses with up-to-date books that want a second set of eyes on their financial back office.