Main Services

Monthly organized and efficient bookkeeping services - flat rate options, no surprises.

Monthly Bookkeeping

    • Recording and categorizing all business receipts and expenses

    • Locating and correcting discrepancies

    • Reconciling accounts to statements

    • Monthly report preparation and review

    • Your books are cleaner than ever before

    • You can clearly see your profits

    • You are ready and organized for tax time

    • AND you’ve spent ZERO time on it!

  • Choose between:

    Flat-fee: Starting as low as $325/month*;

    Hourly: At $75/h for the time spent on your file.

    *Flat fee pricing depends on the average amount of business transactions and the mix of bank and credit card accounts. Regardless of the pricing model you prefer to go with, monthly invoice will reflect a detailed breakdown of services provided.

Behind on your books? Affordable bookkeeping service to get you back up to speed

Clean Up

    • We’ll review and identify accounts and periods that need cleaning up

    • Catch up on entering and categorizing transactions

    • Accounts will be reconciled to up to date statements

    • Current reports will be provided

  • No more messy books, unanswered questions and confusing losses. It’s like a spring cleaning for your business finances to clear your head and continue with a clean slate.

  • Discounted rate will be provided per period that needs clean up.

Tailored professional bookkeeping service to fit your needs - financial reviews, accounts payable, accounts receivable, payroll processing, 1099 tracking and filing, sales tax filing, general ledger maintenance, year end prep to submit to your CPA

Custom Services

    • Financial reviews to understand the ‘why’ behind your numbers

    • Accounts Payable (AP) and Accounts Receivable (AR) maintenance

    • Payroll Processing (Gusto, ADP, etc)

    • 1099 contractor tracking and filing

    • General Ledger Maintenance and Year-end prep to submit to your CPA

    • Sales Tax filing, and more

  • Each above mentioned service will have a different benefit, but what they all have in common - is to save you time, money and stress!

  • Individual pricing per service. Recommended to have as a regular monthly add-on, incorporated in monthly flat fee. Contact us for details.

What will happen once you hire us?

Simple steps to get started - no limiting contracts. Month to month or project only bookkeeping services available - ability to start and cancel any time.

  • I’ll simply need access to your bookkeeping software, or get you onboarded on mine.

  • Most banks nowadays allow the accountant to have ‘view-only’ access - which is perfect to allow things to run smoothly.

  • I will take care of importing and categorizing all your income and expenses for all business credit cards and bank accounts.

  • All necessary accounts will get reconciled to statements.

  • I will run and review all monthly reports and make notes of any outstanding items. Clear monthly reports will be emailed directly to your inbox.

  • You’ll be able to review the reports simply on your own time or schedule a quick strategy session, where we can go over all results together. Here I will answer any questions you might have, identify any problem areas and uncover opportunities - so that you can make informed decisions and see your business grow!

CLICK HERE TO GET STARTED