We prepare accurate and reliable financial statements—Balance Sheet, Profit & Loss, and Cash Flow—so you can understand your business performance and be ready for taxes, loans, or investors.
We break down your Balance Sheet, Profit & Loss, and Cash Flow to help you understand what the numbers mean—so you can make smarter, data-driven decisions for your business.
Starter
One-Time Annual Booking Service
Billed Annually
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Includes:
Cash Basis Accounting
Service Frequency: Annually
Up to 2 bank/credit card account reconciliations
Monthly categorization for up to 100 transactions
Loan reconciliations
Annual Financial Statements for Tax Preparation
Essential
Bookkeeping for up to $50K
in monthly expenses
Billed Monthly
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Includes:
Cash Basis Accounting
Service Frequency: Monthly
Up to 4 bank/credit card account reconciliations
Monthly categorization for up to 200 transactions
Loan reconciliations
Annual Financial Statements for Tax Preparation
Monthly Financial Statements for Internal Use
Support: Emails & Calls
Two 1-Hour Sessions (Mid-Year & Year-End) focused on Financial Health and Business Performance
Growth
Bookkeeping for up to $75K
in monthly expenses
Billed Monthly
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Includes:
Cash Basis Accounting
Service Frequency: Monthly
Up to 6 bank/credit card account reconciliations
Monthly categorization for up to 300 transactions
Loan reconciliations
Annual Financial Statements for Tax Preparation
Monthly Financial Statements for Internal Use
Support: Emails & Calls
Four 1-Hour Sessions (Quarterly) focused on Financial Health and Business Performance
Enterprise
Bookkeeping for up to $150K
in monthly expenses
Billed Monthly
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Includes:
Cash or Accrual Accounting
Service Frequency: Weekly
Up to 10 bank/credit card account reconciliations
Monthly categorization for up to 500 transactions
Loan reconciliations
Annual Financial Statements for Tax Preparation
Monthly Financial Statements for Internal Use
Support: Emails & Calls
Monthly 1-Hour Sessions focused on Financial Health and Business Performance
Prices vary based on transaction volume and complexity.
Need more? Custom plans available for bookkeeping services beyond our standard plans - Contact Us
New to QuickBooks?
Start with confidence, so you can focus on your business. We'll handle setup — tailored to your business, chart of accounts, tax needs, and reporting goals.
Messy Books?
We’ll clean them up. Whether it’s miscategorized transactions, unreconciled accounts, or inaccurate balances, we’ll get your QuickBooks back on track.
Behind on your Books?
We’ll bring everything up to date—fast. Whether you're months or years behind, we'll organize your records, reconcile accounts, and get your financials current.
Need to pay yourself or employees?
Pay on time—without the hassle. We handle payroll setup, wage calculations, tax filings, and help you stay compliant. .