Explore Our Services

Explore our range of services designed to help you move forward with confidence, wherever you're headed next.

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What We Offer

We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom quote.

  • Starting at $99.00

    Keep your business compliant and your peace of mind intact. This package covers the core essentials to ensure you're ready for tax season without the stress."

    What’s Included:

    • Categorization of up to 50 transactions.

    • Reconciliation of 1 bank account and 1 credit card.

    • Monthly Profit & Loss Statement.

    • Email support (48-hour response time).

  • Starting at $299.00

    Designed for growing businesses that need more than just the basics. We dive deeper into your cash flow so you can focus on scaling your operations

    • What’s Included:

      • Categorization of up to 150 transactions.

      • Reconciliation of up to 4 accounts.

      • Monthly Profit & Loss + Balance Sheet reports.

      • Accounts Payable management (up to 10 bills/month).

      • Standard email & phone support.

  • Starting at $499.00

    A full-service solution for owners who want a hands-off financial process. We manage the day-to-day details so you can lead with confidence

    • What’s Included:

      • Categorization of up to 500 transactions.

      • Unlimited account reconciliations.

      • Full Accounts Payable & Receivable management.

      • Payroll processing integration.

      • Monthly 30-minute strategy call to review financials.

      • Priority support (24-hour response).

  • Starting at $599.00

    Behind on your books? Don't stress—we specialize in untangling the mess. Whether you've ignored your software for a year or your categories are a maze of errors, we provide a deep-clean service to get you 100% current and tax-ready."

    • What’s Included:

      • Historical Reconciliation: Matching every bank and credit card transaction for the gap period.

      • Error Correction: Fixing duplicate entries, "uncategorized" expenses, and balance sheet discrepancies.

      • Chart of Accounts Cleanup: Streamlining your categories to make your financial reports actually readable.

      • Tax-Ready Financials: Aligning your books with IRS standards to save you thousands in CPA fees.

      • Systems Audit: A professional review of your current workflow with a plan to prevent future messes.

      • Final Review Call: A 1-on-1 walkthrough of your "new" clean books.

Our Process

Initial Assessment & Setup

We begin by deep-diving into your current financial landscape. Our team performs a comprehensive review of your existing records to identify gaps, clean up historical data, and seamlessly integrate your accounts into a streamlined system tailored to your specific business needs

Data Entry & Categorization

Say goodbye to manual entry errors. We meticulously record every transaction and categorize expenses with precision. By linking your bank feeds and credit cards, we ensure every dollar is accounted for, reconciled, and organized for maximum tax efficiency and clarity.

Monthly Reporting & Analyses

Numbers tell a story, and we help you read it. Each month, you’ll receive professional financial statements—including Profit & Loss and Balance Sheets—along with a clear analysis of your trends. We transform raw data into actionable insights so you can make informed business decisions.

Continuous Support & Strategic Planning

We bridge the gap between your daily operations and tax season. Our final step involves a year-end closing of your books, ensuring everything is audit-ready and perfectly prepared for your CPA. We wrap up the cycle with a strategic review to set goals for the year ahead.