Services

Ready to take the stress out of your financial management? Request an appointment to guide you to smoother bookkeeping solutions tailored just for you.

FIRST STEP STARTER

Tailored bookkeeping services for start-ups (year or less in existence), sole proprietors, and low-volume businesses with up to $10,000 in monthly expenses.

What you get:

  • Share your business goals, products/services, and hurdles with your bookkeeper to ensure that you will get the service you need.

  • Assistance setting up QuickBooks Online for your business … at up to 30% discount off regular QuickBooks pricing!

  • Standard bi-weekly check-in meeting with your bookkeeper to answer your questions and resolve needs.

  • Monthly financial reports set up that you can understand and use!

  • 1099 preparation and filing.

  • Records prep ahead of tax preparation and filing.

This plan is based at $250 per month, not including your QuickBooks Online subscription.

SPRING BREAK PROMOTION:

Contact for free consultation by March 31, 2025, and receive this plan for only $200 per month for the rest of spring (through June 20, 2025)!

MID-LEVEL MINDER

Tailored bookkeeping services focused on more established businesses, partnerships and businesses with limited payroll, and medium-volume businesses with up to $30,000 in monthly expenses.

What you get:

  • Share your business growth plans, products/services currently offered or planned, and hurdles with your bookkeeper to ensure that you will get the service you need.

  • Assistance setting up or transitioning to QuickBooks Online for your business … at up to 30% discount off regular QuickBooks pricing!

  • Standard bi-weekly check-in meeting with your bookkeeper to answer your questions and resolve needs.

  • Monthly financial reports set up that you can understand and use!

  • W-2 and 1099 preparation and filing.

  • Records prep ahead of tax preparation and filing.

This plan is based at $450 per month, not including your QuickBooks Online subscription.

SPRING BREAK PROMOTION:

Contact for free consultation by March 31, 2025, and receive this plan for only $200 per month for the rest of spring (through June 20, 2025)!

TOP TIER TRUST

Tailored bookkeeping services focused on established and complex businesses, partnerships, and corporations, businesses with more extensive payroll, and large-volume businesses with more than $30,000 in monthly expenses.

What you get:

  • Share your business growth plans, products/services currently offered or planned, and hurdles with your bookkeeper to ensure that you will get the service you need.

  • Assistance setting up or transitioning to QuickBooks Online for your business … at up to 30% discount off regular QuickBooks pricing!

  • Standard weekly check-in meeting with your bookkeeper to answer your questions and resolve needs.

  • Monthly financial reports set up that you can understand and use!

  • W-2 and 1099 preparation and filing.

  • Records prep ahead of tax preparation and filing.

This plan is based at $750 per month, not including your QuickBooks Online subscription.

SPRING BREAK PROMOTION:

Contact for free consultation by March 31, 2025, and receive this plan for only $200 per month for the rest of spring (through June 20, 2025)!

CLEAN UP / CATCH UP

If the books have fallen behind or corrections are needed, this service will bring them to current. As with the ongoing bookkeeping services, this service gets the prior months in the condition expected, accurately and compliantly. Pricing can vary and corresponds to the service levels appropriate for the business client:

  • Light clean-up of some sporadic omitted or erroneous transaction corrections for 33% of the regularly-priced monthly rate of the corresponding service level

  • Moderate clean-up when more than half of transactions for month(s) are omitted or more extensive clean-up is needed for 50% of the regularly-priced monthly rate of the corresponding service level.

  • Heavy clean-up when full months are missing or extensive clean-up is needed for 80% of the regularly-priced monthly rate of the corresponding service level.