Our Services

A minimalistic scene featuring a textured, ribbed, white spherical object and a white vase with small, delicate branches and round buds against a beige wall.

Basic Package

$250.00

Ideal for sole proprietors and very small service businesses.

Services: Monthly bank and credit card reconciliations, generating standard financial reports (e.g. Profit & Loss, Balance Sheet), and classifying transactions.

Pricing: $250 - $500 based on transaction volume.

Managerial desk accessories in neutral tones including folders, a wooden pen, a small wooden disc, spherical objects, a wooden bowl with a sphere inside, and a wooden ruler all arranged on a light surface with natural lighting.

Standard Package

$500.00

For growing small businesses with more complex needs.

Services: Everything in basic package, plus accounts payable and receivable management and sales tax filing.

Pricing: $500 - $1500 per month, depending on the volume of transactions and the number of accounts.

A beige ribbed sphere on a light surface with shadows, next to a draped light cloth and a circular marble tray with a small metallic object.

Advanced Package

$1,500.00

For established, medium-sized businesses that need a full financial service.

Services: All services from the Standard package, plus budgeting and forecasting, budget-to-actual reporting, and year-end liaison with a tax preparer.

Pricing: $1,500 - $2,500+ per month, scaled to the client’s transaction volume and payroll size.

One-Time Add-On Services - Pricing depends on size and complexity of company.

QuickBooks Setup & Training

Financial Health Check

Payroll system setup

Year-end Book Cleanup (price depends on # of months that need to be reviewed.)

Schedule a complimentary consultation to see how we can help streamline your books

Schedule a Call