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

    • Catch-up and monthly bookkeeping

    • Monthly financial reports

    • Sales tax filing (up to $300/month in liability)

    • 1099 filing for up to 5 vendors

  • $300/month

    Note: Additional fees may apply for unexpected transaction volume, complexity.

Close-up of a silver pen resting on a check with a dollar sign, date, and signature line, with a patterned background.

ADVANCED Service

    • Catch-up and monthly bookkeeping

    • Monthly financial reports

    • Sales tax filing

    • 1099 filing for up to 10 vendors

    • Payroll setup and processing (up to 5 employees)

    • Budget vs Actual Reports (for non-profit Clients)

    • Quarterly review call

  • $500/month

    Note: Additional fees may apply for unexpected transaction volume, complexity.

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clean-up project

    • Cleanup is a one-time service but can transition to ongoing monthly support after it is complete

    • 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

have a question before you book?

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