Bookkeeping Services

If you're ready to move on from your current bookkeeper or take something off your never-ending to-do list, we’re here to help. We’ll step in, clean up your financial records, and provide you with a clear and actionable view of your profitability. Whether you need ongoing monthly bookkeeping, a one-time clean-up or catch-up of your books, or help set up QuickBooks Online, we've got you covered.

For businesses needing access to high-level financial expertise, we also offer Fractional CFO services that provides strategic financial guidance and support. Learn More



Core Services

Monthly Bookkeeping – starting at $300/month

  • Categorize transactions
  • Reconcile bank accounts
  • Manage financial statements: Profit & Loss, Balance Sheet, etc.

Cleanups & Account Setup

  • Review and correct existing financial records
  • Bring all past months of bookkeeping current
  • Set up bookkeeping system with QuickBooks Online

Other Add-on Services

  • Aging reports for Accounts Receivable and Accounts Payable
  • Class tracking & reporting to monitor income and expenses by business segment
  • Quarterly estimated tax service
  • Business strategic check-in
  • Prepare and file 1099-NEC/MISC


Who We Work With

  • Self-employed professionals
  • Startups and early-stage companies
  • Small and mid-sized businesses
  • Retail and e-Commerce businesses
  • Real estate investors and professionals