Bookkeeping that tells your story and fuels your growth.

Monthly, quarterly, clean-up, and catch-up services tailored to your business.

Your books are the foundation of your business. Clean, accurate records help you understand your financial health, increase your profits, and prepare you for growth. Without them, opportunities can slip through the cracks. We help you take control of your numbers so you can move forward with confidence.

Our Approach

We take the time to understand your business and bring your books into alignment with your goals. Whether you are behind or just starting out, we meet you where you are and keep your books current month after month.

Service Options

  • Monthly Bookkeeping

    Perfect for peace of mind every month.
    Stay current with reconciliations, accurate payroll entries, and financial reports delivered by the 10th. You’ll always have a clear picture of your business so you can make confident decisions.

  • Catch-Up Bookkeeping

    Ideal if you’ve fallen behind.
    We’ll go back, organize, and reconcile past months so your books are tax-ready. Within weeks, you’ll have clean records and clarity on your finances again.

  • Clean-Up Bookkeeping

    Designed for businesses with messy or inaccurate books.
    We fix errors, correct misclassifications, and optimize your QuickBooks setup so your financials make sense again. You’ll move forward with confidence knowing everything is in order.

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 FAQs

  • Pricing is tailored to each business based on revenue, transaction volume, account complexity, and any industry-specific needs. Monthly bookkeeping packages start at $300. The great news is I cover your QuickBooks Online subscription, so that’s one less thing for you to worry about. During your consultation, we’ll evaluate your needs and recommend the package that fits your business best.

  • Clean-up focuses on correcting errors or inconsistencies in your existing records. Catch-up is about entering and reconciling transactions that were never recorded. We anticipate a bit of clean-up and catch-up during the onboarding process, but if your books are more than three months behind, that becomes a separate service. Pricing for this will be tailored based on the condition and complexity of your books.

  • We can catch up your books for as many months or years as needed. We’ll review your situation and recommend a timeline.

  • We do not prepare tax returns, but we work seamlessly with your CPA by providing clean, accurate financials that make filing easy and stress-free.