Services

Our Services

Basic

Our "one-off" approach to modern bookkeeping.

Can't swing monthly bookkeeping, but need to get your books in order for taxes?

We can help!

For the freelancers, side hustlers, and small businesses who aren't quite ready to regularly outsource their monthly bookkeeping… yet

Includes:

  • Income and expense categorization for each month year-to-date (YTD)

  • Bank reconciliations for each month YTD

  • YTD Profit and Loss delivered to your inbox

  • Unlimited support via email

  • Communication and collaboration with your CPA

  • This plan can be added to any of the other monthly bookkeeping plans

Essential

Our "lite" approach to modern bookkeeping.

Best for new and small businesses who need simplified bookkeeping at a budget-friendly rate. We're talking no frills, no fuss. 

Includes:

  • Monthly income and expense categorization 

  • Monthly bank reconciliations 

  • Monthly Profit and Loss delivered to your inbox by the 15th

  • Unlimited support via email

  • Communication and collaboration with your CPA

Signature

Our "white-glove" approach to modern bookkeeping. 

Best for growing and established businesses who are seeking clarity and confidence around their numbers to strategically scale their business. 

Includes:

  • Monthly income and expense categorization

  • Monthly bank reconciliations

  • Monthly Profit and Loss delivered to your inbox by the 15th

  • Additional reports delivered as needed

  • Unlimited support via email

  • Communication and collaboration with your CPA

  • Sales tax filing

  • Payroll management

  • Quickbooks subscription included