Unlock clarity with a one-on-one session designed to align your bookkeeping process with your unique business goals.

Our consultation service provides personalized guidance, whether you are just starting out, scaling rapidly, or need a fresh review of your existing system.

What to Expect:

• Goal Identification: We work closely with you to understand your specific financial challenges and growth objectives.

• Process Optimization: We identify opportunities to improve your current bookkeeping system for better efficiency and accuracy.

• Informed Strategy: Receive expert, unbiased advice that empowers you to make confident, data-driven decisions about your business's future.

Action Item: Contact us today for a free, no-obligation consultation to determine the perfect bookkeeping strategy for your business.

The essential, no-stress package to keep your business compliant and organized from day one whether you're new or well established.

Our Basic Services lay the crucial financial groundwork so you can focus 100% on serving your customers.

What is Included:

• Monthly Transaction Recording: Systematic entry and accurate categorization of all your income and expenses into the accounting software.

• Bank & Credit Card Reconciliation: We ensure that every transaction in your bank and credit card statements perfectly matches your books, catching any errors or discrepancies.

• Core Financial Reports: You will receive a monthly Profit & Loss (P&L) statement and a Balance Sheet—the two reports you need to monitor your financial health.

• Virtual Document Management: A secure and streamlined system for easy receipt collection and financial document storage.

This package is perfect for businesses with lower transaction volumes who need reliable, essential bookkeeping to stay on track.

The ideal package for a growing business ready to streamline administration, manage accounts, and prepare for tax season with confidence.

Building on our Basic Services, this tier adds crucial administrative support to handle your increasing business complexity and transaction volume.

What is Included:

• All Basic Services: Including monthly reconciliation and core reporting.

• Accounts Payable (A/P) Management: We manage and record all vendor bills, ensuring accurate tracking of what your business owes.

• Sales Tax Calculation & Recording: We track and report your sales tax liabilities, ensuring you are prepared when it's time to file with the state.

• Accounts Receivable Support: Recording customer payments and monitoring outstanding invoices to keep your cash flow healthy.

• Year-End CPA Ready: We meticulously organize and prepare all your financial documents, making your tax filing process smooth, quick, and cost-effective with your CPA.

This package is perfect for service-based businesses or small product sellers who need dedicated support for their A/P, A/R, and sales tax compliance.