Bookkeeping That Powers Smart Business Decisions
CPA-level bookkeeping and accounting for small businesses that want accurate, tax-ready books — not just reconciled ones.
Bookkeeping Packages Designed
to Grow With You
Accurate, tax-ready books - powered by CPA expertise and tailored
for small businesses who want clarity, not chaos.
All packages include monthly bookkeeping, reconciliations, and management use financial statements - so your books stay clean, compliant, and decision-ready all year long.
(Simple Start)
Ideal for: Solopreneurs and startups who want to get organized and ready for growth.
Includes:
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Monthly bookkeeping and reconciliations
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Basic Financial Statements (BS, PL)
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Tax ready books
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Year-end review
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Email support
Get your books organized, accurate, and tax-ready — the perfect foundation for running your business with confidence.
Best for businesses establishing clean books and preparing for tax season.
Most Popular Plan
Ideal for: Small business owners who want deeper insight, not just reconciled numbers.
Includes:
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Everything in the Launch Plan
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Custom financial reporting and KPI tracking
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Cash flow analysis and expense insights
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Monthly review call or Loom summary
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Payroll and sales tax integration support
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Year-end coordination with your tax preparer
Go beyond basic bookkeeping with custom financial reporting, cash flow insights, and proactive CPA guidance.
Perfect for growing businesses that want clarity, control, and CPA-level insight without the cost of an in-house accountant.
(Premium Advisory)
Ideal for: Established businesses seeking proactive, strategic financial partnership.
Includes:
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Everything in the Growth Plan
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Budgeting and forecasting
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Trend and margin analysis
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Dedicated advisory sessions
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Priority response time
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Tax planning collaboration
Work directly with a CPA to plan ahead, forecast with confidence, and make data-driven decisions that fuel long-term success.
For business owners who want more than bookkeeping — they want a trusted financial partner.
One-Time Setup & Cleanup Services and Optional Add-Ons
QuickBooks Online Setup
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Chart of accounts design, bank feed connections, basic customization, and training
QuickBooks Cleanup
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Review, reconcile, and correct existing QBO data (pricing based on scope)
Catch-Up Bookkeeping
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Backlog cleanup for missing months
Payroll Setup
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Configuration and employee onboarding in QBO or Gusto
App / Integration Setup
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Connect and configure tools (Shopify, Stripe, etc.)
QBO Diagnostic Review
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Assessment of existing QBO file with summary report and quote
Optional Add-Ons
1099 filing and year-end support
Custom financial dashboard
Client training sessions