What We Offer
Streamlined Bookkeeping, Strategy & Analytics to Drive Real Growth
Core Service Packages
Up to $500K Annual Revenue
ESSENTIALS
Foundation for Financial Clarity & Tax-Ready Books
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Monthly Bookkeeping
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Up to 4 Bank & Credit Card Accounts
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Categorize Transactions
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Reconciliations
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Peace of Mind Quality Review
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Quarterly Check-Ins
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Quarterly + Annual Financial Reports
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Email Support
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$500K to $1.5M Annual Revenue
$1.5M to $3M* Annual Revenue
Your numbers don't just get recorded, but interpreted
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Everything in Essentials
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Up to 8 Bank & Credit Card Accounts
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Regular Check-Ins
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Monthly + Annual Financial Reports
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KPI Tracking
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Proactive Guidance
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Email Support
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​For businesses navigating growth, capacity & margins
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Everything in Plus
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Monthly Zoom Meetings
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Real-Time Forecasting for Revenue, Expenses, Profits & Cash
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Strategic Planning
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Ongoing Advisory Support
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Email & Phone Support​
PLUS
PREMIUM
*fee for $3M+ annual revenue depends on complexity
Optional Add-On Services
Tailor Your Core Service Package With Add-Ons
fee for add-ons is determined after evaluating your business-specific needs
QuickBooks Online Add-Ons
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Setup & Customize QuickBooks Online
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Basic Training
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Implement Procedures & Workflows
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App Research + QBO Integration for a Total Solution​
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Catch Up & Clean Up
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Setup Gusto or QuickBooks Online Payroll
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Payroll & Compliance Support
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401(k) Support
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Workers' Compensation Support
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Workers' Compensation Audit
Payroll + Benefit Add-Ons
Bookkeeping Add-Ons
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A/P Management + Invoicing
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A/R Management + Bill Pay
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Manage + Pay 1099 Contractors
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Prepare + eFile 1099s
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Sales Tax Reporting
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Troubleshoot Issues
CFO-Level Add-Ons
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Cash Flow Forecasting
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Profitability Analysis
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Budgeting
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"What If" Scenarios
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Special Projects--Customized To Your Needs
