Our Services

  • Best for solopreneurs and small service-based businesses

    Up to 100 transactions per month

    • Monthly bookkeeping with CPA oversight

    • Bank & credit card reconciliations

    • Transaction categorization with tax-aware judgment

    • Monthly Profit & Loss and Balance Sheet

    • Email support

  • Best for growing businesses needing reliable financials

    Up to 300 transactions per month

    Includes everything in Starter, plus:

    • CPA-led monthly close process

    • Payroll journal entries

    • Sales tax filings (1 state)

    • 30-minute financial review call

    • Year-round accounting guidance

  • Best for ecommerce, agencies, and multi-account businesses

    Custom volume limits

    Includes everything in Growth, plus:

    • Accrual accounting & adjustments

    • Inventory & COGS tracking

    • Ecommerce integrations (Shopify, Stripe, A2X, etc.)

    • KPI & performance dashboards

    • Priority support & monthly CPA advisory call

  • Tax Services (CPA Prepared & Reviewed)

    • Individual Returns

    • Business Returns

    • Tax Planning & Strategy

    Advisory & CFO Services Available to ongoing bookkeeping clients seeking growth support.

    • Cash flow forecasting & budgeting

    • KPI, profitability insights, & strategic planning calls

    One-Time Setup & Cleanup Projects

    • Catch-Up / Cleanup

    • Software Setup & Integrations

    • Entity Setup & Guidance

    Optional Monthly Add-Ons

    • Payroll Processing

    • Additional State Sales Tax

    • 1099 Filings

Work With Us
Work With Us