Expert Bookkeeping Services for Your Business

Our Essential Bookkeeping Service is designed for small businesses that need reliable financial organization without unnecessary complexity. This foundational package keeps your books clean, accurate, and up to date so you can focus on running your business.

What’s Included:

• Ledger Maintenance – Organized, up-to-date general ledger for clear financial tracking
   
• Reconciliations – Up to 3 bank accounts reconciled monthly for accuracy and fraud prevention
   
• Monthly Reports – Easy-to-understand financial statements delivered directly to you
   
• Basic A/R & A/P Tracking – Stay on top of customer invoices and vendor bills
   
• Client Portal – Secure online access to your financial data anytime, anywhere
   

This service provides the financial clarity every business needs to make smart decisions with confidence.

Our Growth & Support Service builds on the foundation of Essential Bookkeeping to give growing businesses the tools and insight they need to thrive. This package combines accurate books with proactive financial support, helping you stay ahead of your cash flow and business decisions.

What’s Included:

• Everything in Essential Bookkeeping
   
• A/P & A/R Management – Full vendor and customer invoice handling to keep your cash cycle running smoothly
   
• Cash Flow Tracking – Insight into incoming and outgoing funds for smarter planning
   
• Quarterly Reviews – Dedicated financial check-ins to measure progress and identify opportunities
   

This service keeps your finances not just organized, but actively managed—supporting your growth with clarity and consistency.

Our Advanced Advisory Service is designed for businesses that need more than bookkeeping—it’s for those ready to harness financial insight as a driver of growth. Built on the foundation of Essential Bookkeeping and Growth & Support, this package delivers forward-looking strategies and controller-level guidance.

What’s Included:

• Everything in Essential Bookkeeping
   
• Everything in Growth & Support
   
• Budgeting & Forecasting – Build realistic budgets and future financial models
   
• Job Costing – Track project and service profitability with precision
   
• KPI Dashboards – Visual reporting to measure performance against key business goals
   
• Fractional Controller – Access to high-level financial oversight without the full-time cost
   
• Monthly Strategy Sessions – Guided reviews to align your numbers with your vision
   

This service turns your financial data into actionable strategy—giving you clarity, confidence, and the insight to scale.

Our QuickBooks Support Service helps you get the most out of your accounting software. Whether you’re just starting or need ongoing guidance, we ensure QuickBooks works for your business—efficiently, accurately, and with confidence.

What’s Included:

• Implementation – Setup tailored to your business structure and industry needs
   
• Updates & Maintenance – Keep your system current and optimized for smooth performance
   
• Training – Hands-on guidance so you and your team can use QuickBooks effectively
   

This service empowers you with the tools and knowledge to streamline your bookkeeping and stay in control of your finances.

Enhance any package with specialized support when you need it most. Our Add-On Services provide flexibility to handle unique challenges, one-time needs, or extra insight beyond your core plan.

Available Add-Ons:

• Bookkeeping Clean Up – Fix disorganized books and restore accuracy
   
• Bookkeeping Catch Up – Get current on past-due bookkeeping tasks
   
• KPI Dashboards – Add performance-driven reporting to any service tier
   
• Consultation – One-on-one expert guidance for specific financial concerns
   
• A/P & A/R Services – Expanded vendor and customer management support
   

These add-ons give you the freedom to scale your services up or down as your business needs evolve.