our services

A desk with a notebook labeled 'Monthly Report', papers with charts and graphs, a silver pen, a black calculator, and a closed brown notebook.

Basic service

    • Monthly Transaction Categorization

    • Bank & Credit Card Reconciliation

    • Monthly Financial Statements (P&L, Balance Sheet)

    • Ongoing Email Support

  • $300/month

    • Additional fees may apply for unexpected transaction volume, complexity.

    • Add-on services available:

      Sales Tax, Payroll, 1099 Filing, A/R Management

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BOOK A FREE CONSULTATION

ADVANCED Service

    • Everything included in Basic Service

    • Monthly Budget vs Actual Reports

    • Monthly Cash Flow Report for Visibility

    • Quarterly Financial Review Call

    • QBO Data Backup

  • $500/month

    • Additional fees may apply for unexpected transaction volume, complexity.

    • Add-on services available:

      Sales Tax, Payroll, 1099 Filing, A/R Management

BOOK A FREE CONSULTATION
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clean-up project

    • Cleanup is a one-time service and can transition into ongoing monthly support once completed.

    • Typically 1–4 weeks, depending on the number of months and condition of your books.

    • Proposal will reflect estimated hours or fixed projected fee after a diagnostic review

BOOK A FREE CONSULTATION

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