Accurate books year-round mean stress-free tax seasons and smarter business decisions
π Clear Financial Picture
Know exactly where your money is going with organized, up-to-date financial records and monthly reporting.
π° Tax-Ready Books
No more scrambling at tax time. Clean books mean faster returns, more deductions found, and fewer surprises.
π Catch Problems Early
Regular reconciliation catches errors, fraud, and discrepancies before they become costly mistakes.
π Grow With Confidence
Make informed business decisions backed by accurate financial data β not guesswork.
Getting started with our bookkeeping services is simple and secure.
We review your business, transaction volume, and needs to recommend the right plan.
We connect securely to your accounting software or set up your books from scratch.
Transaction review, categorization, reconciliation, and financial reporting β done for you on a regular schedule.
Receive clear financial reports and a review with actionable insights to help your business grow.
$300/mo
Best for: Solopreneurs and small LLCs with straightforward finances.
Includes:
β Transaction categorization
β Bank reconciliation (1β2 accounts)
β Monthly profit & loss report
β Up to 100 transactions/month
$500/mo
Best for: Growing businesses with more activity and multiple accounts.
Includes everything in Basic, plus:
β Credit card reconciliation
β Accounts payable & receivable tracking
β Monthly balance sheet
β Expense reporting by category
β Up to 300 transactions/month
$800+/mo
Best for: Businesses with higher volume or complex financial needs.
Includes everything in Standard, plus:
β Weekly transaction review
β Cash flow reporting
β Quarterly financial review with owner
β 300+ transactions/month
$1,200+/mo
Best for: Restaurants and high-transaction businesses with daily sales volume.
Includes:
β Daily or weekly transaction review
β POS & Restaurant365 reconciliation
β Full monthly close
β P&L, balance sheet & cash flow reports
β Food cost & labor analysis support
β Custom pricing based on volume
$100/mo per account
Best for: Business owners who manage their own books but want professional verification.
Includes:
β Monthly bank or credit card reconciliation
β Discrepancy identification & reporting
β Reconciliation summary report
$60/hr
Best for: Businesses that are behind on their books and need to get current.
Includes:
β Organizing historical records
β Reconciling past months
β Correcting errors & misclassifications
β Tax-ready financial cleanup
Every business is different. Call us for a free consultation β we'll review your transaction volume and recommend the right plan. Custom pricing available for unique situations.
π MondayβFriday, 9:00 AM β 6:00 PM EST | Saturday by Appointment