Services

Perfect for startups and solo business owners who want accurate books and a clear financial picture each month. 

• Monthly bookkeeping & bank reconciliations
   
• Categorization and account cleanup
   
• Profit & Loss and Balance Sheet reporting
   
• Email support for day-to-day questions

 For growing businesses ready for a deeper level of financial visibility and accountability.
Includes everything in Bookkeeping Essentials, plus: 

•  Quarterly financial review calls
   
• Budget tracking & KPI monitoring
   
• Vendor, credit card, and loan tracking
   
• Tax-ready reports for your CPA

 For established businesses that want strategic guidance and financial insight beyond bookkeeping. 

Includes everything in Growth, plus:

• Monthly CFO-style performance review
   
• Cash flow forecasting and scenario planning
   
• Expense and margin optimization
   
• Custom dashboards and management reports

 We’ll organize your chart of accounts, reconcile prior months, and get your books caught up and audit-ready — so you can start fresh with accurate financial data. 

 We partner with trusted providers like Gusto, ADP, and Paychex to handle payroll setup, integrations, and reconciliation. You’ll have peace of mind knowing everything ties cleanly to your books. 

 Need help reading your financials or training your internal team? We provide one-on-one sessions designed to build understanding and confidence around your numbers.