Your Growth Starts with Clean Books
Accurate, on-time bookkeeping for small businesses and entrepreneurs. Get monthly reconciliations, P&L reports, and tax-ready books with clear, actionable numbers to save time, reduce stress, and focus on growth.
How We Help You Succeed
Save time and gain confidence with confidential, reliable bookkeeping you can trust to keep your finances organized, accurate, and ready for growth.
Monthly Bookkeeping
We categorize transactions, reconcile all bank and credit card accounts, and deliver accurate financials every month. Your QuickBooks stays current, tax-ready, and organized year-round with books closed within 7 to 10 business days.
Catch‑Up & Clean‑Up
Behind on bookkeeping? We update prior months, correct errors, and reconcile your accounts in QuickBooks to bring your records up to date. Most clean-ups are completed within a few weeks, giving you clean, accurate, and tax-ready books.
Administrative Services
Prefer a hands-on approach? We create custom financial dashboards and reports tailored to your business for clear insights, organized tracking, and simplified reporting while keeping your finances accurate without using QuickBooks.
Step 1: Initial Setup & Customization
We start by learning about your business and setting up your QuickBooks Online account correctly from day one. This includes creating and customizing your Chart of Accounts, syncing your bank and credit card feeds, and ensuring your financial data is organized for accuracy and growth. If your books are behind or disorganized, we’ll first complete our Catch-Up & Clean-Up Service to bring everything current.
Step 2: Monthly Bookkeeping & Reconciliation
Each month, we handle your transaction categorization, bank and credit card reconciliations, and prepare essential financial statements including your Profit & Loss and Balance Sheet. This keeps your records accurate, your books tax-ready, and gives you peace of mind knowing everything is up to date.
Step 3: Reporting & Financial Review
You’ll receive clear, easy-to-understand financial reports and performance dashboards that highlight how your business is doing. Depending on your plan, we schedule regular review calls to walk through your reports, explain key insights, and answer any questions helping you make confident, informed decisions.
No Surprises. Just Clean Books & Fair Pricing.
Starting at $400/month/per LLC. Pricing customized based on transaction volume and complexity.
Essential
$400
Ideal for: single-owner or service-based businesses with simple transactions.
Ideal for: growing small businesses managing moderate transaction volume.
executive
$1,200
Ideal for: established businesses needing full-service bookkeeping and insights.