Our Services
Our Services:
Bookkeeping Done Right
We offer virtual bookkeeping services tailored to your business.
We take the time to listen to your goals and tailor a strategy around that.
From monthly reconciliation to financial strategy, our systems bring clarity, accuracy, and confidence to your finances.
Bookkeeping for Small Businesses
Monthly Bookkeeping
Stay on top of your numbers with monthly bookkeeping designed specifically for small to medium sized businesses
• Categorized transactions, using classes and projects, if needed
• Reconciled accounts and trust tracking
• Platform income (Airbnb, Vrbo, direct, Square, Stripe etc)
• Vendor & expense management
• Monthly financial reports you can rely and act on
Every month, you’ll get reliable books and clear reporting so you never wonder about your cash flow.
Tier 1
Full Service Monthly Bookkeeping
Done-for-you monthly bookkeeping that keeps your business financials organized, accurate, and CPA-ready, so you can focus on properties and owners.
Includes:
• Monthly reconciliations & categorization
• Month-end close & performance reports
• P&L, balance sheet, cash flow statements
• Vendor expense tracking
• Year-end prep for taxes
• Priority support
Best For: Businesses who want reliable, bookkeeping handled end-to-end.
Pricing: Custom based on transaction volume & service scope
Most clients invest between $300 – $2,500/month.
Popular
Tier 2
Clean-Up & Catch-Up + Ongoing Bookkeeping
Behind on your books? We restore accuracy and bring your historical financials current — then keep you organized month after month.
Includes:
• Backlog cleanup (any date range)
• Fixing misclassifications & errors
• Reconciliation of all accounts
• Year-end organization for taxes
• Optional bookkeeping continuing support
Best For: businesses needing a clean slate + ongoing support.
Typical clean-ups start at $1500.
Tier 3
Advisory/CFO-Lite for YOUR Businesses
Beyond bookkeeping, this service helps you make confident financial decisions with strategic insights and planning.
Includes:
• Cash flow forecasting
• Pricing + margin review
• Budgeting & scenario planning
• KPI dashboards & performance insights
• Monthly or quarterly strategy sessions
Best For: Business owners who want clarity and financial guidance, not just numbers.
Advisory packages start at $650/month or billed per session.
Add-Ons
$500
One Hour Strategy Session:
One-hour one-on-one deep dive into your books, workflows, or questions. Includes 4 follow-up sessions to help you implement changes and make progress with confidence.
Other Services:
• Payroll
• Bill pay & vendor coordination
• Invoicing support
• QuickBooks / accounting system setup
Add-ons are available to monthly bookkeeping clients and billed separately.
NEW!
Other Services
Payroll
Bill Pay
Invoicing
System Setup
*Add-ons are available to monthly bookkeeping clients and billed separately.
How We Work
1️⃣ Consultation & Fit Call – We learn about your business & financial goals.
2️⃣ Books Review & Proposal – We assess your accounts and outline a tailored plan.
3️⃣ Cleanup & Onboarding – We organize systems, correct histories, and set cadence.
4️⃣ Ongoing Partnership – Monthly reporting, strategic guidance, and continuous support.
Simple. Transparent. Built for YOU!