Our Services
Entering and categorizing transactions into tax-optimized categories. Reconciling and verifying against bank statements for accuracy.
(Price varies based on workload; quote required)
On-Going Services
We offer à la carte services, allowing you to build a customized service package and pay only for what you need. Since every business is unique, we charge a flat fee that reflects your bookkeeping's complexity.
Periodic Financial Reports
Periodic financial reports give you a snapshot of your business's performance over time, allowing you to see the impact of changes. Reports can be generated weekly, monthly, quarterly, or annually.
Payroll & Billing Services
Streamline your operations by outsourcing payroll management, bill payments, and/or payment collection. Focus on growing your business, we'll take care of the paperwork.
Tax-Ready Annual Reports
At the end of the year, we will send your full-year financials to a Tax Preparer or CPA of your choice, or save time by letting us prepare your tax forms.
(Included with our bookkeeping services)
Tax Preparation
We will prepare your tax returns and e-file them with the IRS on your behalf. Clients with ongoing service payments can spread this cost over their periodic payments or pay it in a lump sum.
Specialized CPA Support
We collaborate with specialized CPAs in our focus industries, enabling you to save money by sharing CPA guidance costs with similar businesses as needed.
One-Time Services
Catch Up or Clean Up
Set-Up for DIY Books
We will help you catch up on a backlog of entries or clean up any incorrect entries in your books. (If more than 1 year, we may recommend starting fresh rather than correcting old entries.)
We will help you set up your bookkeeping account and provide a basic tutorial for simple businesses, such as Sole Proprietors.
Bookkeeping & Reconciliation
Our Expertise
Our industry-sepcific guidance helps small businesses gain a deeper understanding of their business' performance and minimize tax liabilities.
Tax Minimization Strategies
Expert strategies to reduce your tax burden and maximize profit for small business owners.
Financial Insights
Gain valuable insights into your business performance with our detailed financial reporting and analysis.
Customized Solutions
Tailored bookkeeping services to meet your unique needs and help you thrive.
Expert Guidance
Professional support for navigating your financial landscape and industry-specific challenges.
Our Pricing Promise
Commitment to Transparency
We believe in transparency and simplicity. No surprises or games.
Predictable Flat Fee Pricing
We provide a flat fee for our services and guarantee that quoted prices will remain fixed for at least six months.
Flexible Payment Options
Choose your preferred payment frequency: monthly, quarterly, or annually. Payment is required at the beginning of each service period.
Clear Communication
Any necessary price adjustments will be communicated 60 days in advance, with clear explanations of the changes.
Get a Quote for Your Business
Whether you need a one-time clean-up or ongoing assistance, our tailored services offer peace of mind and empower you to concentrate on growing your business and enjoying what you love most.