Precision Bookkeeping for Sustainable Growth
Precise bookkeeping solutions that deliver personalized service and industry best practices to bring about financial clarity for your business, for all business development stages.
By emphasizing timely reporting and proactive insights, your organization can now optimize cash flow, achieve compliance, and make evidence-based decisions with confidence, relieved stress and saved time!
Monthly Reconciliation
$150 per month
Experienced, professional reconciling of bank, credit card, and payment platform transactions each month, ensuring accurate ledgers and immediate identification of discrepancies.
Financial Statement Preparation
$200 per reporting cycle
The service produces formally structured balance sheets, income statements, and cash flow reports compliant with GAAP, ready for stakeholders and external auditors.
Cloud Accounting Migration
$400 project fee
This engagement migrates historical data to a secure cloud accounting environment, configures automated workflows, and trains staff to maintain ongoing accuracy.
Record Transactions
$150 per month
Recording expenses and sales in a timely manner, keeping records safe in an organized and monitored digital location, readily accessible to you when you need them for tax and other purposes.
Clean-up project
$50 project fee for each month’s worth of catch-up
Life can sometimes get in the way, but we are here to build what was seemingly lost: control of your business financial data. Gathering and recording prior transactions up to 6 months back, to get you in your right headspace to move forward.
Tax Filing
$150 for every $1000 in returns
Filing simple tax returns for individuals and small businesses in a professional and timely manner.
Packages
Perfect for small and start-up businesses that are looking to organize financials for Tax purposes and to maintain the books for the rest of the year, tracking progress flow for growth.
1. Record your business transactions
2. Monthly reconciliations
3. Produce financial statements for your requested periods
*Businesses should already have a record keeping process or an automated accounting system in place - to create or re-organize your current system, see the Intermediate Package
Our most popular service, offering a balanced blend of value and features.
1. Record your business transactions
2. Bank reconciliations
3. Produce financial statements
4. Consultation (once a month zoom call)
5. Accounting Administration: Receipt management
6. Reminders: Tax reporting and filing
7. QuickBooks Online Account
8. Accounts Payable
9. Accounts Receivable
Curated for businesses looking to create a new accounting system, or simply want to migrate to an automated accounting system.
1. Record Transactions
2. Bank reconciliations
3. Produce financial statements
4. Consultation (once a month zoom call)
5. Accounting Administration: Receipt management
6. QuickBooks Online Account
7. Accounts Receivable
8. Accounts Payable
9. Payroll
Request a Consultation
Submit the inquiry form to discuss tailored bookkeeping solutions and receive a detailed implementation roadmap within one business day.