Bookkeeping That Gets You Organized, Clear, and Back in Control
Whether you're behind, overwhelmed, or just tired of guessing, we help small business owners clean up their books, understand their numbers, and move forward with confidence.
A Simple, Proven Process to Get Your Books Back on Track
We don’t jump straight into monthly bookkeeping without understanding what’s really going on in your business.
Every client starts with a Diagnostic Review so we can identify issues, clean things up properly, and build a system that actually works for you long-term.
Step 1: Diagnostic Review (Required First Step)
Starting at $297
Every new client begins with a Diagnostic Review. This allows us to fully assess your books, identify errors or gaps, and determine exactly what needs to be done before any cleanup or ongoing service begins.
This ensures you're not paying for guesswork — you're getting a clear, strategic plan.
What’s included
A review of your current bookkeeping setup
Identification of errors, gaps, and cleanup needs
A roadmap for the next best step
The Diagnostic Review fee is applied toward your cleanup or first month of service if you move forward
Best for business owners who are not sure whether their books are accurate, current, or ready for ongoing support.
We’ll walk through your situation and see if this is the right fit
Step 2: Cleanup & Catch-Up
Starting at $200–$300 per month of books, 3-month minimum
If your books are behind, inconsistent, or inaccurate, Cleanup & Catch-Up brings everything back into order so you can move forward with confidence.
Cleanup is scoped based on the condition of your books and completed as a structured project before moving into monthly support.
What’s included
Transaction cleanup and recategorization
Reconciliation of bank and credit card accounts
Review and correction of bookkeeping issues
A cleaner foundation for tax-ready books and future monthly service
Best for service-based business owners who have fallen behind while focusing on clients, projects, and day-to-day operations.
Step 3: Monthly Bookkeeping Support
Once your books are clean and accurate, we move into ongoing monthly bookkeeping designed to keep everything organized, up to date, and easy to understand.
You’ll always know where your business stands, without scrambling at tax time or second-guessing your numbers.
Monthly bookkeeping packages are available after completing a Diagnostic Review and any necessary cleanup.
Essentials Package
Starting at $350/month
Reliable monthly bookkeeping for solo service providers and lean small businesses that need clean books, organized records, and tax-ready reports.
What’s included
Monthly transaction categorization
Reconciliation of up to 2 bank or credit card accounts
Monthly financial statements
Year-end tax-ready books and supporting reports
Ongoing email support for bookkeeping questions
Best for solo businesses and owner-operated companies with straightforward monthly bookkeeping needs.
(Most Popular)Growth Package
Starting at $550/month
Monthly bookkeeping with deeper visibility for growing service-based businesses that need stronger reporting, better cash flow insight, and more support as operations become more complex.
What’s included
Everything in Essentials
Reconciliation of up to 4 bank or credit card accounts
Accounts receivable and accounts payable tracking
Cash flow reporting
Custom monthly financial insights
Support for stronger financial visibility and decision-making
Best for established businesses with more moving parts, more financial activity, and a need for more than basic monthly bookkeeping.
Strategic Bookkeeping + Advisory
Starting at $1,100/month
Higher-touch bookkeeping and financial insight for established service-based businesses that want forecasting, KPI visibility, and more strategic support throughout the year.
What’s included
Everything in Growth
Support for higher-volume or more complex bookkeeping needs
More frequent categorization and account review
Budgeting and forecasting support
KPI tracking and reporting
Monthly strategy call
Priority communication and ongoing support
Best for business owners who want bookkeeping plus more proactive financial guidance and insight.
Advisory Add-Ons
Quarterly strategy sessions
Budgeting support
Cash flow planning
KPI review and reporting
Add-On Services
Additional support is available for clients who want deeper financial insight or help beyond standard bookkeeping.
Additional Support
1099 preparation
Sales tax support
Payroll coordination
QuickBooks Online Training
Frequently Asked Questions
Do I have to start with a Diagnostic Review?
Yes. The Diagnostic Review is how we determine the condition of your books and the best next step. This ensures accuracy and prevents unnecessary work or cost.
What if my books are several months behind?
That is exactly what Cleanup & Catch-Up is for. We’ll assess what needs to be corrected and create a plan to get your books current.
Can I go straight into a monthly package?
If your books are already clean and current, we may be able to move directly into a monthly package after the Diagnostic Review.
Ready to Finally Feel Confident in Your Numbers?
The first step is a consultation call. We’ll talk through your current situation, identify what’s not working, and map out the next best step for your business.