
Empowering Small Businesses Across Industries with Expert Bookkeeping and Financial Services
When we work together you can expect:
Accurate bookkeeping that will give you audit-proof books and smooth tax preparation at the end of the year.
Clear financial reporting and meetings to keep you up-to-date on your current financial situation and advise you on moving forward.
Attention to your financial goals and guidance to ensure your business stays profitable with smooth, steady cash flow.
What our clients are saying
We believe you should focus on growing your business, not dealing with paperwork

Our Services
(Pricing Varies)
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SCALE AND STRATEGY PACKAGE - BOOKKEEPING+ CFO SUPPORT
Built for growing companies ready to gain deeper financial clarity and plan strategically.
Deliverables:
Categorization of all business transactions
Full reconciliation of bank, credit card, loan, and liability accounts
Custom monthly financial reports and dashboards (P&L, Balance Sheet, Cash Flow)
Strategic cash flow planning and scenario modeling
Budget creation and monitoring
Monthly financial review call (up to 60 minutes)
KPI tracking (e.g., profit margin, cash flow margin, revenue growth)
Coordination with your CPA or tax preparer
Why it works:
Perfect for established small businesses that need both precise financials and forward-thinking strategy.
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GROWTH PACKAGE - STANDARD BOOKKEEPING
Designed for service-based businesses, creative agencies, and small e-commerce stores.
Deliverables:
Categorization of up to 250 transactions
Monthly reconciliation of all bank and credit card accounts
Accounts receivable and accounts payable tracking
Monthly financial reports with brief commentary
Quarterly review calls (30 mins) to discuss performance
Support for sales tax tracking and 1099 vendor prep
Why it works:
Ideal for growing businesses needing structured, regular reporting and light advisory support to stay on top of cash flow and vendor/client payments.
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STARTER PACKAGE– ESSENTIAL BOOKKEEPING
Perfect for solopreneurs, freelancers, and small businesses with limited transactions.
Deliverables:
Monthly categorization of up to 100 transactions
Monthly bank and credit card reconciliations
Connection and syncing of bank feeds to QuickBooks Online
Monthly financial reports: Profit & Loss, Balance Sheet
Email support for general bookkeeping questions
Why it works:
Helps very small businesses maintain clean books, understand basic financial health, and stay prepared for tax filing — without overspending.
