Bookkeeping services built for small business
Pick a single service or bundle everything into one monthly plan — every engagement is tailored to how your business actually runs.
Monthly Bookkeeping
Ongoing, done-for-you bookkeeping so your books are always current and accurate.
- Bank & credit card reconciliation
- Transaction categorization
- Monthly profit & loss and balance sheet
- Dedicated bookkeeper & monthly check-in
Catch-Up & Cleanup Bookkeeping
Fallen behind? We reconstruct and clean up months or years of messy books.
- Historical transaction review
- Reconciliation of prior periods
- Error & duplicate correction
- Tax-ready financial statements
Payroll Processing
Accurate, on-time payroll so your team and contractors are always paid correctly.
- Bi-weekly / monthly payroll runs
- Payroll tax filings
- Contractor payments & 1099 prep
- New hire setup
Financial Reporting & Analysis
Clear monthly reports that tell you what's really happening in your business.
- Profit & loss, balance sheet, cash flow
- Custom KPI dashboards
- Budget vs. actual tracking
- Quarterly strategy calls
QuickBooks & Xero Setup
Get your accounting software configured correctly from day one — or fix what's already there.
- New account setup & chart of accounts
- App integrations (payments, POS, payroll)
- Team training & onboarding
- Migration between platforms
Tax-Time Prep & CPA Coordination
We package clean, organized financials and work directly with your CPA at tax time.
- Year-end financial package
- 1099-NEC / 1099-MISC filing support
- Direct CPA / tax preparer coordination
- Audit-ready documentation
Get started in four simple steps
Free Consultation
Tell us about your business and choose the services you need.
Connect Accounts
Securely link your bank, cards, and accounting software.
We Do The Books
Your dedicated bookkeeper handles the day-to-day work.
Review & Relax
Get monthly reports and ongoing support whenever you need it.