Services
Our Bookkeeping Services
QuickBooks Online Setup
We'll set up or clean up your QuickBooks Online account to match your business structure and reporting needs.
- Smooth onboarding and account configuration
- Integration with your bank and payment systems
- Training and ongoing support
Account Reconciliation
We ensure your books match your bank and credit card statements every month.
- Accurate, up-to-date records
- Early error detection
- Reliable financial accuracy you can trust
Transaction Categorization
Say goodbye to messy ledgers. We properly categorize every income and expense so your financial reports are always clear and accurate.
- Stress-free tax filing
- Smarter financial analysis
- Real-time visibility into your cash flow
Financial Reports & Insights
We provide clear, easy-to-read financial statements each month — and explain what they mean for your business.
- Profit & Loss statements
- Balance Sheets
- Cash Flow Reports
- Monthly insights & guidance
Pricing
Starter Plan
Perfect for freelancers, consultants, and small side businesses with up to 2 bank or credit accounts.
- ✓QuickBooks Online setup or review
- ✓Up to 75 transactions per month
- ✓Categorizing income and expenses
- ✓Monthly account reconciliation
- ✓Basic financial reports (Profit & Loss, Balance Sheet)
- ✓Email support
Growth Plan
Best for small businesses with multiple revenue streams or growing transaction volume. Includes everything in the Starter Plan, plus:
- ✓Up to 5 bank or credit accounts
- ✓Up to 250 transactions per month
- ✓Monthly management reports & insights
- ✓Quarterly review meeting to discuss financial performance
- ✓Priority support response
Premium Plan
For established businesses that want full financial clarity and ongoing guidance. Includes everything in the Growth Plan, plus:
- ✓Unlimited accounts and up to 500 transactions per month
- ✓Cash flow and custom financial reports
- ✓Payroll coordination support
- ✓End-of-year accountant package (all reports neatly prepared)
- ✓Dedicated bookkeeper contact
Add-On Support When You Need It
Need extra help beyond monthly bookkeeping? We’ve got you covered.
Historical cleanup or catch-up bookkeeping
Invoicing and bill pay management
QuickBooks Online training sessions
Ready to Simplify Your Bookkeeping?
Let’s take the stress out of managing your finances. We’ll help you stay organized, compliant, and confident — every step of the way.