Our Services
Premium virtual bookkeeping tailored to support your business with clarity, accuracy, and long-term partnership.
Running your business should feel supported—not overwhelming.
We handle your books with precision, proactive communication, and a commitment to excellence, so you always know exactly where your business stands.
Whether you need ongoing support, strategic financial guidance, or help catching up past records, we partner with you at a concierge level of service.
Choose your plan
Tier 1
Full Service Monthly Bookkeeping
Done-for-you monthly bookkeeping that keeps your financials organized, accurate, and CPA-ready—so you can focus fully on running your business.
Includes:
Monthly reconciliations & categorization
Month-end close & reporting
Profit & loss, balance sheet, cash-flow statements
Vendor & expense tracking
Year-end file preparation for your tax professional
Priority communication & ongoing support
Best For:
Businesses who want accurate books handled end-to-end with professional oversight.
Pricing:
Custom proposals based on transaction volume & service scope.
Most clients invest between $700–$2,500/month.
Popular
Tier 2
Historical Clean-up & Catch-up with Ongoing Bookkeeping
Behind a few months—or a few years? We restore accuracy, fix inconsistencies, and prepare complete records for taxes, loans, audits, and ongoing bookkeeping.
Includes:
Backlog cleanup (any year range)
Correcting balances, duplicates, errors, and misclassifications
Bringing accounts to current and reconciling all transactions
Year-end organization for tax filing
Optional migration from spreadsheets or old systems
Best For:
Businesses needing a clean slate before restarting regular bookkeeping.
Pricing:
Quoted per project after books review.
Typical clean-ups range from $1,500–$12,000 depending on complexity. Ongoing bookkeeping discount.
Tier 3
Advisory/CFO-Lite
Beyond bookkeeping, we provide financial strategy and insights to help you make confident decisions, plan ahead, and grow sustainably.
Include:
Cash-flow forecasting
Pricing + margin consultation
Budgeting & scenario planning
KPI dashboards & performance insights
Quarterly or monthly strategy sessions
Financial workflows & controls
Best For:
Owners who want clarity and guidance, not just reports.
Pricing:
Packages customized by goals.
Advisory retainers start at $650/month or billed per session.
Add-Ons
$500
One Hour Session:
Have questions, but don’t want to commit to a monthly contract? One hour one-on-one deep dive into your bookkeeping questions.
NEW!
Other Services
Payroll
Bill Pay
Invoicing
System Setup
*Add-ons are available to monthly bookkeeping clients and billed separately.
How We Work
1 Consultation & Fit Call
We learn about your needs and goals.
2 Books Review & Proposal
We assess your accounts and outline a plan.
3 Cleanup & Onboarding
We organize systems, correct histories, and set cadence.
4 Ongoing Partnership
Monthly reporting, strategic guidance, and continuous support.
Simple. Transparent. High-touch.