Bookkeeping solutions for every stage.
Starter Business
Up to 50 monthly transactions
1-3 bank and/or credit card accounts
Prices starting at $330 per month
Small Business
Up to 100 monthly transactions
4-6 bank and/or credit card accounts
Prices starting at $530 per month
Growing Business
Up to 150 monthly transactions
7-9 bank and/or credit card accounts
Prices starting at $830 per month
ADD-ON SERVICES
Account clean-up
$125 per hour
Behind on your books? You're not alone—many small business owners find themselves stretched thin managing day-to-day operations. Our account cleanup service helps you get back on track quickly and affordably. We'll organize your financial records, fix any discrepancies and set up streamlined systems that work for you. Whether you've been too busy to keep up with bookkeeping or inherited messy records, we'll transform your finances from overwhelming to organized. Let us handle the cleanup so you can get back to what matters—running your business and serving your clients.
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Financial Records Assessment
Reviewing your books for inconsistencies, errors and missing transactions
Identifying misclassified expenses, duplicate entries, or unreconciled accounts
Ensuring compliance with accounting best practices
Transaction Reconciliation
Reconciling bank, credit card and loan accounts to match financial records
Correcting discrepancies and ensuring all transactions are properly categorized
Cleaning up old or outstanding entries that may impact financial accuracy
Accounts Payable & Receivable Cleanup
Reviewing outstanding invoices and payments to ensure proper tracking
Identifying unpaid vendor bills and uncollected revenue
Removing or correcting erroneous transactions to maintain financial integrity
Chart of Accounts Optimization
Restructuring accounts for better clarity and efficiency
Removing unnecessary or redundant accounts
Aligning your financial records with industry standards and best practices
Financial Reporting & Guidance
Generating accurate financial reports (Balance Sheet, Profit & Loss)
Providing insights on bookkeeping best practices for smoother operations
Delivering a well-organized, compliant and up-to-date set of books
Training and consultation
$100 per hour
Our training and consultation services give small business owners the confidence to manage their own books effectively. As a Certified QuickBooks ProAdvisor, we offer practical, jargon-free guidance tailored to your business size and needs. Whether you're just starting out and need help setting up QuickBooks, want to understand your financial reports in plain English, or need to streamline your bookkeeping to save time, we'll teach you exactly what you need to know—no more, no less. We specialize in showing small business owners how to maintain simple, effective financial systems that don't eat up valuable client time.
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QuickBooks Mastery
Master your business finances with personalized QuickBooks training from a certified ProAdvisor. Whether you're new to QuickBooks or looking to optimize your current setup, we'll help you understand key features, customize your accounting workflow and make the most of this powerful tool. From basic navigation to advanced reporting, our training is tailored to your specific business needs.
Office Systems & Financial Processes
Transform your business operations with expert guidance on streamlining your office systems and financial processes. We'll help you develop efficient workflows, implement effective document management systems and establish robust financial controls. Our consultation services draw from over 13 years of office administration and financial management experience to help you:
Design customized filing and organization systems
Create efficient accounts payable and receivable processes
Establish clear financial procedures and internal controls
Develop effective reporting systems
Set up time-saving automation tools
All training and consultation services are customized to your business's unique needs and can be delivered one-on-one or in small group settings.
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