Business Services

Bookkeeping

Monthly reconciliation, general ledger maintenance, and clean financial statements — so you always know where your business stands.

Bookkeeping

Monthly reconciliation, general ledger maintenance, and clean financial statements — so you always know where your business stands.

Payroll Support

Payroll processing, tax filings, and compliance handled accurately and on schedule, every pay period.

Financial Reporting & Insights

Clear monthly and quarterly reports so you always know how the business is actually performing.

CPA Review Services

Compiled or reviewed financial statements prepared to the standard banks, bonding companies, or business partners require — a step beyond internal management reports.

PRICING

Built Around Your Business

Straightforward tiers, reasonable rates, and a fast, efficient process — no matter your volume. The more your business needs, the more each tier includes.
Compare what's included at each level below.

Core

Keep My Books Current

Starting At
$375/mo
  • Up to 150 transactions/month
  • Up to 3 bank/credit card accounts
  • Bank reconciliations
  • Month-end close
  • Financial statements
  • Fixed asset tracking
  • 1099 tracking - year end
  • General ledger review
  • Tax-ready books
Schedule a Consultation

Plus

& Help Me Understand Them

Starting At
$625/mo
  • Everything in Core
  • Up to 300 transactions/month
  • Up to 6 bank/credit card accounts
  • Inventory tracking
  • Loan reconciliation
  • Payroll coordination
Schedule a Consultation

Advantage

Accounting - Tax - Advisory

Starting At
$1,000/mo
  • Everything in Plus
  • Sales Tax & Franchise Tax Reporting
  • Projects
    • Compensation
    • Health Insurance
    • Equity
    • Fixed Assets
    • Tax Return to Books Reconciliation
    • Retained Earnings Reconciliation
  • 30-minute CPA meeting per month
  • Proactive planning
Schedule a Consultation

Additional Services

Beyond the monthly tiers, we offer additional services to meet your company's needs.
Should you have a unique request, please give us a call.

QuickBooks Setup
QuickBooks Cleanup
Job Costing / Projects
Inventory
Payroll

Exact pricing depends on your specific needs and is confirmed during a free consultation.

Ongoing Support

Year-Round Support to Keep You On Track

Tax season shouldn't be the only time you hear from your accountant.
We stay involved throughout the year so small issues never become big ones.

Deadline Reminders

Proactive alerts before filing deadlines and estimated payments, so nothing sneaks up on you.

Flexible Virtual Meetings

Direct CPA Access

You can talk to your CPA directly.

How It Works

Getting Started Is Simple

1

Free Consultation

By phone or video call — whichever works best for you.

2

Onboarding

We get your books set up or cleaned up and make sure the right systems are connected from the start.

3

Ongoing Support

Ongoing bookkeeping, tax support, and a team that's available when you need us.

Ready to Simplify Your Bookkeeping?

Schedule a free consultation and let's talk about what your business needs.

Schedule a Free Consultation