Bookkeeping & Accounting

Keep Your Books Clean, Year-Round

Professional monthly bookkeeping services that give you clarity, save you time, and keep you tax-ready.

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What We Offer

Comprehensive Bookkeeping Services

Bank & Credit Card Reconciliation

Monthly matching of all transactions to ensure accuracy and catch discrepancies.

Monthly Financial Statements

Clear P&L and balance sheet reports delivered by the 15th of each month.

Cleanup & Catch-Up

Behind on your books? We'll get you caught up and organized quickly.

Sales Tax Support

Preparation and filing support for sales tax where applicable.

Packages

Monthly Bookkeeping Packages

Choose the package that fits your business. All packages include QuickBooks/Xero support.

Starter

For solo entrepreneurs and small freelancers

  • Bank account reconciliation (1 account)
  • Credit card reconciliation (1 card)
  • Monthly P&L statement
  • Expense categorization
  • Email support

Ideal for: New businesses with simple transactions

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MOST POPULAR
Growth

For growing businesses with multiple accounts

  • Bank reconciliation (up to 3 accounts)
  • Credit card reconciliation (up to 2 cards)
  • Monthly P&L and Balance Sheet
  • Accounts receivable tracking
  • Sales tax preparation support
  • Priority email & phone support

Ideal for: Established small businesses with regular revenue

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Pro

Full-service for complex business needs

  • Unlimited account reconciliation
  • Full financial statement package
  • Accounts payable & receivable
  • Inventory tracking support
  • Payroll reconciliation
  • Dedicated bookkeeper
  • Quarterly review calls

Ideal for: Growing businesses with inventory, employees, or complex needs

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Get Started

Bookkeeping Inquiry

Tell us about your business and we'll get back to you with a customized quote.

Prefer to Discuss First?

Schedule a free consultation to talk through your bookkeeping needs.

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