Explore Our Services


We offer ongoing monthly bookkeeping services for your growing business, as well as clean-up or catch-up services, if needed, to correct errors and get your books up to date. Clean-up/catch-up pricing varies based on scope of work and number of prior months to be completed. We utilize QuickBooks Online bookkeeping software for all clients. If you are not currently using QuickBooks, we will facilitate your account set-up.

Monthly packages include:

Recording and categorizing all expenses and income

Reconciliation of bank and credit card accounts

Recording of asset depreciation

Monthly or quarterly financial reports

Monthly or quarterly video call

Secure client portal for documents and communication

Email, text or phone support as needed

Year-end reports for tax preparation

Year-end collaboration with your tax preparer

To set up your free consultation and pricing proposal, please complete our bookkeeping form and we will get in touch with you.