Let us help you rise to the next level with bookkeeping
Being a business owner does not mean you are expected to know everything about bookkeeping. We know you are busy managing other aspects of your business, so let us take the stress of bookkeeping off your plate. We serve as an extension of your team by providing comprehensive services including bank and credit card reconciliation, accounts payable and receivable, payroll processing, financial reporting and financial strategizing. You can be confident that the details of your finances will be accounted for with accuracy, timeliness and integrity.
Our bookkeepers are Xero Certified Advisors and/or Quickbooks ProAdvisors. They will expertly prepare your books each month. Because we believe in checks and balances, your Account Manager will also review your numbers monthly to ensure accuracy and develop a deep understanding of your business.
Our Services
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Books Clean-Up
Our clean-up service is for small businesses who may be behind on their monthly or yearly bookkeeping and just need someone to clean up or catch up their books. This is an as-needed service without an ongoing commitment or support. It provides the following:
Two meetings: one prior to start of project to ensure scope has been clearly defined and one after project has been completed to review work
30 days of email support
Must use Xero or QuickBooks Online as current accounting software
Price: Starting at $200 per month of work to be done
i.e. a year’s catch-up would start at $2400 -
Full-Service Bookkeeping
Our full-service package is our comprehensive solution for small business bookkeeping and financial support. It provides the following:
30-day onboarding with 3 meetings to gather information, prepare for our monthly services and meet our team
Cash basis bookkeeping via Xero or QuickBooks Online
Monthly financial reports delivered to your inbox
Quarterly goal-focused meeting with your account manager
Unlimited email support
Price: Starting at $500/mo
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Project-Based Solutions
Our project-based solutions can be either flat-rate or hourly projects focused on solving complex issues, fixing discrepancies, etc. Price and billing type is on a case-by-case basis and will be discussed during the Discovery Call
Price: You’ll receive a custom proposal after the Discovery Call
Our Process
Schedule a free consultation
We’ll chat about your business, its current bookkeeping status, pain points and your vision for growth to see if this partnership is a good fit.
Partner with your bookkeeper
During onboarding, we’ll define objectives, assume the duties of managing your books and get access your current systems for the initial setup or cleanup.
Save time and energy
We’ll maintain your books and produce monthly reports to get you a better financial picture, so you can get back to doing what you love in your business.