Bookkeeping Tiers

Why it matters

• Accurate books prevent tax-time surprises
   
• Clear reports reveal where cash is going—and how to improve margins
   
• Consistent processes free you to focus on growth
   

Who it’s for
Owners who want dependable, no-nonsense bookkeeping handled by a trusted partner.

On-boarding fee not included for first time clients.

Why it matters

• Tighter cash flow with timely invoicing and bill pay
   
• Faster collections and fewer late fees
   
• Proactive quarterly check-ins to spot issues early and guide next steps
   

Who it’s for
Growing businesses that want more than basic bookkeeping—hands-on support to manage payables/receivables and keep cash moving.

On-boarding fee not included for first time clients.

Why it matters

• Forward-looking budgets & forecasts turn goals into clear targets
   
• KPI dashboards highlight what’s working—and what isn’t—in real time
   
• Fractional controller oversight and monthly strategy sessions drive smarter decisions
   

Who it’s for
Leaders who want data-driven guidance beyond bookkeeping—strategic insight to scale with confidence.

On-boarding fee not included for first time clients.

If your books are messy, behind, or full of miscategorized transactions, our clean-up service brings everything back to accurate and up to date. We reconcile bank and credit card accounts, reclassify errors, organize receipts, and fix prior-period entries so your financials are clear and tax-ready. You’ll get tidy, supportable reports—and a solid foundation to move forward with confidence. 

Fallen behind a few months—or more? We’ll bring your books current fast. Our team imports and categorizes missing transactions, reconciles bank and credit card accounts, updates A/R and A/P, and produces complete, tax-ready financials for the period you’ve missed. Once you’re caught up, we’ll set a simple monthly cadence so you stay on track going forward. 

When you need deeper insight, we’ll design focused projects that answer the right questions. From building custom KPI dashboards to diagnosing costs by product, job, or location, we translate your data into clear actions. We’ll also create practical budgets and rolling forecasts you can actually run the business with—so you see what’s ahead, adjust early, and make confident decisions. 

Whether you’re starting fresh or untangling an existing file, we set up QuickBooks the right way—chart of accounts, bank feeds, products/services, and custom reports tailored to your business. We can migrate historical data, integrate key apps (payments, payroll, inventory), and document simple workflows your team can follow. Ongoing support includes training, troubleshooting, and periodic file health checks—so QuickBooks stays accurate, fast, and ready for tax time.