Services

Get started the right way — with confidence and clarity.

Whether you're new to bookkeeping or transitioning from spreadsheets, we’ll set up your QuickBooks Online file with a structure built around your business. No stress, no confusion — just clean, streamlined financials from day one.

Includes:

QuickBooks Online account setup or review

Chart of accounts tailored to your business

Bank & credit card connections

Opening balances entered

Initial training or walkthrough (optional)

Perfect for: new businesses, DIYers ready to delegate, or anyone switching to QuickBooks Online.

Starting at: $750 one-time setup

Consistent, accurate, and done-for-you books.

You didn’t start your business to stress about debits and credits. We take care of the books so you can focus on what you do best — running your business. Each month, you’ll receive clear, up-to-date financials, ready for review or tax filing.

Includes:

Categorizing income & expenses

Bank and credit card reconciliations

Monthly financial reports

Ongoing QuickBooks Online support

Quarterly check-ins or coaching (optional)

Ideal for service providers ready to grow with solid financial visibility.

Packages start at: $500/month

Behind on your books? We’ll get you caught up fast.

Whether you’re 6 months or 6 years behind, we specialize in untangling messy books and getting you back on track — clean, complete, and audit-ready.

Includes:

Review of prior periods

Cleanup and categorization of past transactions

Catch-up reconciliations

Preparation for tax filing or transition to monthly support

Great for tax season emergencies, loan applications, or peace of mind.

Cleanup quotes customized based on scope.

Customizable support built to match your business needs.

Already have monthly bookkeeping? Need a little extra help beyond the numbers? Our add-on services are designed to save you time, reduce admin stress, and help you run your business with more confidence and control.

Payroll Processing

Ensure your employees or contractors get paid accurately and on time. We handle setup, processing, and reporting so you don’t have to.

Includes:

Payroll setup in QuickBooks Payroll

Direct deposit management

Payroll tax filings and reports

Year-end W-2s and 1099s

Perfect for: businesses with employees or recurring contractors

Starting at: $200/month (plus payroll platform fees)

Inventory Tracking & Reconciliation

Stay on top of what you have, what you need, and what it’s costing you. We’ll help you track, categorize, and reconcile inventory inside QuickBooks.

Includes:

Inventory account setup

Monthly or quarterly reconciliation

Product cost tracking and reporting

Optional: valuation reporting for tax season

Best for: product-based businesses, trades with materials, or service providers with physical assets

Custom pricing based on scope

Employee File Upkeep

Keep your employee records organized, secure, and compliant. From onboarding to offboarding, we help manage the paper trail.

Includes:

Digital employee file templates

I-9, W-4, and policy documentation tracking

Reminders for expiration-sensitive files (licenses, certifications)

File audits and setup

Recommended for: small employers without a dedicated HR person

Starting at: $50/month or $25/employee

Additional Add-On Options

You can also add:

• Contractor 1099 Tracking & Year-End Filing – $250/year per 25 forms

• Invoicing & A/R Monitoring – Starts at $250/month

• Sales Tax Filing – State-specific rates apply

• Client Intake Forms & SOP Setup – Custom quote

Want to build a custom package? Email us today.