Our services
Everything your business needs — nothing you don't.
We offer straightforward, flat-rate bookkeeping services designed for small business owners who want clarity without the complexity.
Pricing & packages
Simple, transparent pricing
No surprise invoices. No hourly billing. Just one predictable monthly rate based on your business size.
Starter
Perfect for freelancers and solo operators with straightforward finances.
- Monthly bookkeeping (up to 75 transactions)
- Bank & credit card reconciliation
- Monthly profit & loss statement
- Annual tax-ready financials
- Email support
Growth
For growing businesses with employees, payroll, and more moving parts.
- Monthly bookkeeping (up to 200 transactions)
- Bank & credit card reconciliation
- Monthly P&L, balance sheet & cash flow
- Payroll processing (up to 5 employees)
- Quarterly tax estimates
- Priority email & phone support
Premium
Full-service financial management for established businesses ready to scale.
- Unlimited monthly transactions
- Full reconciliation & categorization
- Complete monthly financial package
- Payroll processing (unlimited employees)
- Annual tax preparation & filing
- Quarterly strategy calls
- Dedicated account manager
Add-ons
Need something extra?
Tax Preparation & Filing
From $350Business tax return preparation and e-filing. Includes Schedule C, S-Corp, or Partnership returns.
Catch-Up Bookkeeping
Custom quoteBehind on your books? We'll get you caught up quickly and accurately, no matter how far back.
QuickBooks Setup
$250 one-timeFull chart of accounts setup, bank connections, and initial configuration tailored to your business.
CFO Advisory (Monthly)
$299 / monthMonthly financial review call, KPI tracking, and strategic guidance to help you make smarter decisions.
How it works
Up and running in 3 easy steps
Free consultation
We start with a 30-minute call to understand your business, your current setup, and what you need. No commitment required.
Onboarding & setup
We connect your accounts, review your history, and get everything organized. Most clients are fully onboarded within a week.
Ongoing peace of mind
Every month, your books are updated, reconciled, and ready. You get a clean report and we're always available if you have questions.
FAQ
Questions we hear all the time
Do I need to switch accounting software?
We work with QuickBooks Online, Xero, and Wave. If you're not using any software yet, we'll recommend the best fit and handle the setup.
What if I'm behind on my books?
No problem — we offer catch-up bookkeeping as an add-on service. We'll assess how far back you need to go and give you a flat-rate quote.
How do I share my financial documents?
We use a secure client portal for document sharing. You can upload bank statements, receipts, and other files anytime — no email attachments needed.
Can I change plans later?
Absolutely. As your business grows, you can upgrade your plan at any time. We'll make the transition seamless.
Is there a contract or minimum commitment?
We offer month-to-month service with no long-term contracts. That said, most clients stay with us for years because the relationship works.
Not sure which plan is right for you?
Book a free 30-minute consultation and we'll help you figure out exactly what your business needs.