Services
Core
Bookkeeping
Best for businesses that need clean, accurate books every month.
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Transaction categorization and account reconciliations
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Balance sheet, profit & loss, and cash flow statement
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Financials delivered by the 15th of each month
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Up to 150 transactions per month
Managed Accounting
Best for growing businesses that want to understand their numbers, not just have them.
Everything in Core, plus:
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Profit & loss by month
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Quarterly one-page financial summary
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Quarterly expense analysis and KPI report
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1099 tracking and filing
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Up to 300 transactions per month
Financial
Strategy
Best for owners who want a financial partner for planning and big decisions.
Everything in Managed, plus:
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Monthly financial summary and KPI report
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Cash-flow forecasts twice a year
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Annual budget planning and support
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Questions answered throughout the month
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Quarterly strategy meeting
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Up to 600 transactions per month
Every package includes
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U.S.-based service. Your books never leave the country.
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Real-time access to your books in QuickBooks Online
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A secure portal for sharing documents and questions
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A written engagement letter before any work begins
Need more? Add-ons are available for payroll support, bill pay, invoicing, sales tax returns, cleanup work, and business tax returns.
How It Works
1. Free consultation
We talk about your business and what you need.
3. Engagement letter
You get everything in writing before any work begins.
2. Review & recommendation
I review your records and recommend a package.
4. Onboarding
I set up QuickBooks Online and get your books in shape.
