OUR SERVICES
Scalable Services Designed to Elevate Your Business, Regardless of Size
LAUNCH PLAN
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Our Streamlined Bookkeeping Service
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Ideal for startups and small businesses seeking straightforward, affordable bookkeeping solutions. Simple and hassle-free.
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Service Features:
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Monthly Categorization Of Income and Expenses
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Monthly Reconciliation Of Bank Accounts
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Monthly Delivery of Financial Statements
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Accounts Payable Management
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Accounts Receivable Management
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CPA Coordination: Basic coordination, primarily involving data sharing and end-of-year preparation.
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Unlimited Email Support (Respond within 24 hours)
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SCALE PLAN​
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Our Streamlined Bookkeeping Service
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Ideal for established businesses needing comprehensive financial management and strategic planning.​
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Service Features:
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Everything in the Growth Plan (Full-Service Bookkeeping)
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Enhanced Financial Reporting
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Semi-Annual Bookkeeping Review
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Dedicated Bookkeeper
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CPA Coordination: Comprehensive service with ongoing communication, regular updates, and collaborative meetings to ensure alignment on financial strategies
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Growth Plan​
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Our Streamlined Bookkeeping Service
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Ideal for growing businesses looking to streamline payroll and gain deeper financial insights.
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Service Features:
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Everything In The Launch Plan
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Payroll Management
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Quarterly Financial Reviews
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CPA Coordination: Enhanced interaction including quarterly data reviews and strategic planning sessions.
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Priority Email and Phone Support
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Financial Navigator Plan​
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Our Streamlined Bookkeeping Service
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Ideal for businesses seeking to optimize financial health and strategic decision-making. This comprehensive package includes full-scale bookkeeping, direct CPA coordination, and exclusive tools to guide your financial success.​
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Service Features:
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Everything in the Growth Plan (Full-Service Bookkeeping)
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Enhanced Financial Reporting
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Semi-Annual Bookkeeping Review
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Dedicated Bookkeeper
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CPA Coordination: Comprehensive service with ongoing communication, regular updates, and collaborative meetings to ensure alignment on financial strategies
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DOES THIS
SOUND FAMILIAR?
You have a lack of clarity on where your money is being spent or earned.
You are stressed and struggling to maintain accurate and up-to-date financial statements.
You have difficulty understanding your financial statements and can't seem to grow your business.
You feel unprepared to make financial decisions.
You’re unsure about how much to pay in estimated taxes.
You're not paying yourself a cent.
WAYS WE CAN HELP
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Time ConsumptionManaging bookkeeping tasks takes up valuable time that could be spent growing your business. We handle all your bookkeeping tasks efficiently, giving you more time to focus on what you do best—running and growing your business.
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Accuracy and ErrorsWorrying about mistakes in financial records that could lead to costly errors. Our experienced bookkeepers ensure accuracy and meticulous attention to detail, reducing the risk of errors and giving you peace of mind.
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Cash Flow ManagementStruggling to maintain consistent and predictable cash flow. We provide regular, detailed cash flow reports and insights, helping you manage your cash flow effectively and make informed financial decisions.
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Tax PreparationThe stress and complexity of preparing for tax season and maximizing deductions. We keep your books organized and up-to-date throughout the year, making tax season a breeze and ensuring you maximize your deductions.
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Financial ClarityLack of a clear financial picture to make informed business decisions. Our comprehensive reports and dashboards give you a clear, real-time view of your financial health, enabling you to make strategic decisions with confidence.
WHAT OUR CLIENTS ARE SAYING
FAQ
When is the right time to hire a bookkeeper?
While many businesses prioritize revenue-generating tasks, bookkeeping is crucial for financial health.
If any of these issues sound familiar, it's likely time to get professional bookkeeping help.
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Your books are always behind
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Your accountant handles bookkeeping (and it's costly)
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Tax time is highly stressful
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You miss significant tax deductions
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Your cash flow is erratic
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You're unsure about estimated tax payments
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Increased sales haven’t boosted profits
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Your financial picture is unclear
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You aren’t paying yourself regularly
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What types of businesses do we work with?
We work with various types of businesses, from local mom and pop shops to real estate investors. Our flexible services are tailored to meet the unique needs of each business, regardless of size or industry.
Do I need a bookkeeper if I already have a CPA?
Bookkeeping goes beyond taxes. While it helps maximize write-offs and lower your tax bill.
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But bookkeeping offers so much more, including:
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a clear financial view
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help identify cost-saving opportunities
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manage cash flow effectively
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aids in strategic planning
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helps save and generate money
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protects you in audits
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assists in obtaining loans
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catches errors and fraud
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simplifies your life as a business owner
What if my books are a mess (or non-existent)
We love messy books! Unorganized books are a challenge we enjoy.
Think of it as a puzzle—we're here to help you piece it together and get your business back on track. Let us take the anxiety out of bookkeeping for you!
Do you offer tax services?
Although we don't handle taxes for your business, we can refer you to trusted CPAs and Enrolled Agents we work with.