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Our services
Your books, in good hands.
From the monthly essentials to a fresh start for overdue books, choose practical support that meets your business where it is.
Monthly Bookkeeping
Keep your day-to-day finances organized with transaction categorization and monthly bank and credit card reconciliations.
- Monthly transaction categorization
- Bank and credit card reconciliation
- Monthly Profit & Loss and Balance Sheet
- Email support and questions about your books
Financial Reporting
Understand your numbers with a monthly Profit & Loss and Balance Sheet, plus additional insights as your business grows.
- Monthly P&L and Balance Sheet in every package
- Monthly financial summary with Momentum and Executive
- Budget vs. actual reports with Executive
- Basic cash-flow tracking and trend summaries with Executive
Cleanup & Catch-Up
Get a clearer starting point by bringing overdue records up to date and reviewing bookkeeping that needs attention.
- Historical transaction review and categorization
- Reconcile overdue bank and credit card accounts
- Identify bookkeeping issues and missing information
- Agree on a cleanup scope before work begins
Payroll Support
Keep payroll organized with processing and administrative support tailored to your business and payroll system.
- Payroll processing and administrative support
- A standard recurring payroll schedule in one state
- Pricing: $125/month + $15 per employee
- Complex or multistate payroll quoted separately
Payroll software and applicable filing fees are charged separately. Accounts payable/bill entry, accounts receivable/invoicing, and other additional services are scoped and priced separately.
A straightforward process
Getting started is simple.
Let's talk.
Start with a free 15-minute discovery call to discuss your business, current books, and priorities.
Find your fit.
We'll review your needs and recommend a package or project scope, with clear pricing before work begins.
Move forward.
Complete onboarding and provide the access and records needed to begin your agreed bookkeeping services.
A simple first step
Free 15-Minute Discovery Call
Tell us about your business, ask your questions, and explore the bookkeeping support that fits. A friendly conversation, with no obligation.