Get 50% off the first month by trying one of our services today. Offer ends May 31st
How it Works
Step 1: Assess
Step 3: Manage Monthly Accounting
Step 2: Clean Up and Set Up
We learn about your business, current systems, and where financial support is needed most.
Step 2: Clean Up and Set Up
Step 3: Manage Monthly Accounting
Step 2: Clean Up and Set Up
We organize your accounting systems, establish workflows, and define the monthly rhythm.
Step 3: Manage Monthly Accounting
Step 3: Manage Monthly Accounting
Step 3: Manage Monthly Accounting
We maintain your books, reporting, and recurring financial processes.
Step 4: Review and Advise
Step 3: Manage Monthly Accounting
Step 3: Manage Monthly Accounting
We meet regularly to review your numbers, discuss strategy, and keep you tax-aware throughout the year.
Monthly Packages
Essentials
For businesses that need clean books and reliable monthly accounting and tax-ready financials
Includes:
- Monthly bookkeeping and transaction categorization
- Bank and credit card reconciliations
- Monthly financial statements
- Month-end close process
- Basic email support
- One monthly review call
Growth
For businesses that want accounting plus more proactive support for growing businesses that need more structure
Includes everything in Essentials, plus:
- Accounts payable / bill pay support
- Vendor and payment workflow support
- Cash forecast
- One to two monthly advisory calls
- Coordination to help support tax planning readiness
Add Ons
Add Ons
Bill Pay
Starting at $500
- System setup (Ramp)
- Approval workflows
- Oversight and payment approvals
Tax Prep
Starting at $1,000
- Prepare tax workpapers
- Prepare tax returns (Schedule C, Partnership and S-Corp)
- Electronic filing
- Document storage
Cleanup / Catch-up
Starting at $1,500
- Bring books current, reconcile past months
- Fix errors and clean up misclassified transactions
- Deliver tax ready financials