What we do

We handle the work that keeps piling up while you're out running your business. Categorization. Reconciliation. Clean monthly reports. That's it, what you see is what you get.

Monthly Retainer

Your books handled every month, on a consistent schedule. All we ask is that you answer our questions once a week so we can keep our records as accurate as possible. We update your books weekly to maximize accuracy and make sure nothing falls through the cracks. Your rate is set based on the real scope of your business so you always pay a fair price for what you actually need, not a one size fits all package.

What's included

Monthly categorization and reconciliation
Weekly book updates
Monthly financial reports
Direct communication with your bookkeeper
QuickBooks Online managed on your behalf

Clean ups / Catch ups

If your books are behind, whether it's a few months or a few years, we can help. We'll get everything current so you're working with accurate numbers from day one.

Separation Fee

If your personal and business transactions are mixed together in the same accounts, we will need to separate them before we can do clean bookkeeping. This is its own project, not part of your monthly retainer, and the longer it has been going on the more work it takes to untangle. Mixed books make tax time harder, make it impossible to know what your business is actually doing, and put you at risk if you are ever audited. We handle the separation as a one-time engagement so you start your monthly service with clean books and a clear picture of your business going forward.

What we don't do

We do not handle tax filing or payroll. Focus is what makes us good at what we do. If you need something outside our scope, we will do our best to point you in the right direction, whether that is a CPA, a tax professional, or another specialist who fits what you need.

How it works

Step 1: Let's talk: Before anything else, we have a conversation. We want to understand your business, how you operate, and what your books like right now. This is where we figure out if we're the right fit for each other.

Step 2: We look at your books: We will ask you to share what you have, whether that is bank statements, your current QuickBooks file, or whatever shape your records are in right now. We use that to understand the real scope of your business so your quote reflects what you actually need, not a guess or a lowball estimate. This information is only used to build your quote, nothing else.

Step 3: You get a quote: Once we've reviewed everything you'll receive a flat monthly quote. No surprises, no hidden fees. You know exactly what you're paying before you sign anything.

Step 4: We get to work: Once you're onboard we handle the rest. Categorization, reconciliation, and clean financial reports delivered every month. Your books are updated weekly so everything stays current.