Explore our services.
Explore our range of services designed to help you get back to what you do best.
Retroactive Bookkeeping
Price determined upon evaluation
If your financial records need a cleanup to get your financial reporting back on track or to be prepared for your CPA, we provide retroactive bookkeeping services. This one-time service brings your books up to date and ensures your financial reports help you make better decisions for your business. Retroactive services are required for onboarding of new recurring bookkeeping service clients.
Recurring Bookkeeping
Starting at $300/month (Dependent on transaction volume and client needs)
Our recurring bookkeeping service ensures your financial records are up-to-date and accurate. This service includes:
Recording transactions
Bank and credit card reconciliations
Financial statement preparation
Expense tracking and categorization
General ledger maintenance
1099 Filing Preparation
Note: We primarily operate with QuickBooks Online, though we are open to other software depending on client needs.
Sales Tax Filing
Starting at $50/period (in addition to ongoing bookkeeping services)
We handle your sales tax filings based on your designated filing frequency, ensuring compliance and accuracy.
Payroll Processing
Starting at $10/employee/month (in addition to ongoing bookkeeping services)
Whether it be for hourly or salary employees, using QuickBooks, Gusto, or ADP, we ensure the information is entered and processed correctly.
Financial Analysis
Starting at $50/period (dependent upon scope of analysis desired. Period can be weekly, monthly, quarterly, or annual)
We don’t only help prepare your financial statements but we can also help you better understand them. Whether it be a regular meeting to walk you through the numbers or putting together profitability and performance reports for your business sales, we can help you know where you are and where you’re going.
Typical Questions
Can you do our taxes?
Not at this time. We will work with our recommended or your trusted CPA to help prepare your taxes. We can communicate and collaborate with your CPA to ensure your financials are best optimized for your specific tax situation.
I don’t see my industry on your “Who we've served” list. Can I still work with you?
Absolutely. Fundamentally, there are similarities in financial statements from all industries, but we will do the work of research so that your business is well served. We want to learn with you!
Do you outsource your employees?
Absolutely not. A common practice in accounting and CPA firms is to hire people from out of the country to do bookkeeping and simple tax returns on the cheap, sometimes without disclosure. We don’t think that’s right or secure. Our employees will always be local, which means your financial data stays with us. The accountant preparing your financials will always be the same person you meet with virtually or in person.
What bookkeeping softwares do you work with?
Primarily Quickbooks Online, but we are always open to working outside of that world and learning with you. Our priority is end-product quality, so as long as we can guarantee that on a different software, we will work with that system.
Can I work with you if I’m not local?
While we prefer working with clients in our region, we are not opposed to working with clients that are outside that area.
Let’s Work Together
If you're interested in working with us, complete the form with a few details about your bookkeeping needs. We'll review your message and get back to you within 48 hours.