Your finances aren't just boring numbers on a screen…

They're the heartbeat of your business!

Simple Start

Ideal for busy new owners and small businesses. Keeps your finances perfectly balanced without the frills and fuss. 

-Monthly Bookkeeping
-Update and Categorize Transactions 
-Reconcile Accounts 
-Financial Reports Package including Profit & Loss and Balance Sheet
-Support via Email

Pricing starting at $299*/month

*monthly price is based on the unique needs of each business. Price listed is a starting price.

Signature

Designed for growing and established businesses. Delivers clarity and confidence you need to make informed financial decisions. 

-Bi-Monthly Bookkeeping
-Update and Categorize Transactions 
-Reconcile Accounts 
-Create Invoices
-Post Customer Payments
-Enter Bills and Attach Invoices in QBO
-Enter Expenses and Attach Receipts in QBO
-Financial Reports Package
-Unlimited Communication and Support

Pricing starting at $499*/month

*monthly price is based on the unique needs of each business. Price listed is a starting price.

DIY - Set Up

Freelancers, side hustlers, mobile businesses just starting that aren’t quite ready to outsource bookkeeping…yet! Let’s get you set up properly for success!

-Set Up QuickBooks Online Account
-Customize Chart of Accounts
-Connect All Bank Accounts and Credit Cards
-Training on QuickBooks Online (QBO) as you Start to Scale your Business.
-Overview of QBO with Typical Bookkeeping Tasks
-Additional Training on Industry Specific

Set Up & Training Fee

Clean Up / Catch Up

Are your books a hot mess? Worried about tax season? We got your back!! Let’s get you cleaned-up and caught-up!

-Review Current Bookkeeping
-Catch Up on Prior Months 
-Adjustments and Corrections as Needed
-Establish a Bookkeeping System that Works for your Business
-Financial Reports Package
-Full Review of Catch Up Period
-One-Time Fee based on Scope of Work

Pricing varies

Simple Start & Signature Bookkeeping

Best for: Business owners at all stages

What we provide is accurate records of your transactions so can have clean, tax-ready financials. Keep a clean paper trail and attach supporting documents. Reconcile your bank and credit cards accounts so you can be sure the numbers are right. And provide customized reports so you can understand the numbers and gain actionable insights.

Services Not Offered:

  • Legal Business Advice

  • Tax Preparation

  • On-Site Bookkeeping

Catch Up / Clean Up

Best for: Business owners needing records up-to-date

You're not alone if you've tried managing your own books and ended up with a big mess and a headache! Or if you haven't touched your books and would rather do anything else than tackle bank reconciliations. Fear not—it's not the end of the financial world if your books have been gathering dust or are in a mess!

Let's bring you up to speed, spruce up those records, and get you all set for a fresh start in the new month or tax season (with a generous side of relief, compliments of us).

QuickBooks Set-Up

Best for: DIY Bookkeeping & Small Businesses, Entrepreneurs

Our QBO Setup & Training is perfect for brand new business owners who want to do the books themselves! Let us help you get your QuickBooks Online set up and dialed in. We'll show you everything you'll need to do to keep your books accurate and up to date!

Training: We provide comprehensive QuickBooks Online training sessions, covering all the essential details.

  • Overview: Introduction to QBO, interface, and benefits.

  • Setup: Creating a company file, configuring accounts, and custom chart of account.

  • Transactions: Record invoices, bills, payments, and expenses.

  • Reconciliation: Balance bank and credit card accounts.

  • Reports: You will be able to generate your financial reports.

  • Support: Troubleshooting and accessing help resources.

  • Q&A: Interactive session for participant questions.

**Attention - New Business Owners: Ask us how we can help you save on bookkeeping services if you been in business for less than a year.

Frequently Asked Q’s

What are the benefits of a Virtual Bookkeeper?

The benefits of a virtual bookkeeper include saving money, flexible hours, expert financial management, freeing up your time, easy scalability, and secure, cloud-based data access. We specialize in QuickBooks Online, which is cloud-based, meaning we can log on and work from anywhere—and you can be located anywhere. We offer many forms of communication to stay connected with our clients, ensuring we are always just a call or click away.

What if I haven't been keeping up with my bookkeeping?

We're here to assist! We'll tidy up your books to bring everything back in order and provide a one time-fee to get everything current. Going forward, we can handle the monthly upkeep to guarantee your figures are precise and straightforward.

How does monthly bookkeeping work?

We collect, analyze, and record all of your business transactions through QuickBooks to compile monthly financial statements such as P&L and Balance Sheet.

What’s the difference between a bookkeeper and an accountant? Do I need both?

Bookkeepers handle the daily business activities, such as data entry and reconciling. Also, your bookkeeper is typically cheaper handling your books and are more responsive. Accountants interpret the financial data and prepare your tax statements, tax returns, and audits.
And yes, both are necessary. It's beneficial to have two sets of eyes on your financials! Bookkeepers looks at the financial numbers monthly, tracking transactions, reconciling, and keeping reports nice and tidy to hand off the accountant, who then helps you make the best tax deductions and decisions for your business.

Can my bookkeeper file my taxes?

The answer is no, but the good news is your business finances will be neat and tidy, filing taxes will be a breeze for any accountant.

What preparations do I need to make before we start working together?

As for what you need to prepare before starting with us, the answer is: Nothing! Whether you need assistance setting up new books or tidying up existing ones, we'll handle the heavy lifting, freeing you to concentrate on your strengths.

When and how do I send my documents to you?

We will need your bank statements every month. We can setup your bank statements (if available) to automatically synch with QuickBooks so that you can focus on your business while we handle your bookkeeping. You can also send us your documents if you prefer. We use secure cloud based software and email for document delivery.