Bookkeeping Services

Right for you if: You run a solo business or small LLC with one or two bank accounts and straightforward income and expenses. You want clean books every month without doing it yourself.

What you get every month:

✔ All transactions categorized and coded correctly

✔ Bank reconciliation on 1–2 accounts

✔ Profit & loss report, ready to share with your accountant or lender

✔ Up to 100 transactions/month

Come tax time, your Schedule C is ready. No scrambling, no guessing.

Right for you if: Your business has multiple bank and credit card accounts, you invoice clients or track vendor payments, and you need a complete monthly financial picture, not just a P&L.

What you get every month:

✔ Everything in Basic, plus:

✔ Credit card reconciliation (all business cards)

✔ Accounts payable & receivable tracking

✔ Balance sheet, so you know exactly where you stand

✔ Expense breakdown by category for decision-making

✔ Up to 300 transactions/month

You will know your numbers every month. Not just at tax time.

Right for you if: Your business generates high transaction volume, you need weekly visibility into your cash position, and you want a quarterly sit-down review to understand what your numbers mean for decisions ahead.

What you get every month:

✔ Everything in Standard, plus:

✔ Weekly transaction review, issues caught fast, not at month-end

✔ Cash flow statement, know what is coming in and going out

✔ Quarterly financial review call with the principal

✔ 300+ transactions/month

Final pricing based on actual transaction volume. Contact us for a fixed monthly quote.

Right for you if: You operate a restaurant or high-transaction business where daily sales, POS reconciliation, food cost tracking, and labor analysis are part of your financial picture, and where a bad month that goes unnoticed costs you significantly.

What you get every month:

✔ Daily or weekly transaction review

✔ POS system & Restaurant365 reconciliation

✔ Full monthly close with P&L, balance sheet & cash flow

✔ Food cost and labor percentage analysis

✔ Year-round support, not just at tax time

Final price based on location count and monthly transaction volume. Contact us for a quote.

Right for you if: You manage your own books in QuickBooks or similar software but want a professional eye confirming your accounts balance each month, and catching anything that does not.

What you get every month:

✔ Professional reconciliation of each bank or credit card account

✔ Discrepancy identification with clear explanation

✔ Written reconciliation summary you can file for your records

Priced per account. Add as many accounts as you need.

Right for you if: Your books are months behind, you have a tax deadline approaching, or you inherited a set of books with errors, misclassifications, or missing records that need to be corrected before you can move forward.

What we do:

✔ Reconstruct and organize historical financial records

✔ Reconcile all accounts month by month

✔ Correct misclassified transactions and coding errors

✔ Deliver tax-ready financials your preparer can use immediately

We provide a time estimate before starting. No surprise invoices.