NEXT-LEVEL BOOKKEEPING FOR

SMALL BUSINESSES & ENTREPRENEURS

📈 Bookkeeping designed to scale with your business.

📊 Overview of Our Bookkeeping Services

From tangled-up books to steady monthly support, we’re here to help you get clear, stay compliant, and grow with confidence. Our services flex with your business - whether you’re just getting started or leveling up.

Bookkeeping review with financial statements under analysis

🔧 Clarity Check-Up

(Bookkeeping Diagnostic)

Get a clear, professional evaluation of your books before making any big moves. Whether you’re DIY-ing, switching bookkeepers, or just want to know where things stand - we’ll spot issues, gaps, and opportunities you didn’t even know were there.

Includes:

Deep dive into current bookkeeping status
Review of chart of accounts, categorization, and account reconciliations
Identification of errors, duplications, or missing records
Custom recommendations for cleanup and improvement
Summary report with next steps

QuickBooks setup and past financial data being updated

⚙️ Get Set & Get Current

(QBO Setup & Bookkeeping Catch-up)

Starting fresh or playing catch-up? We’ll set you up in QuickBooks Online and bring your books up to date - accurately, efficiently, and stress-free. Whether you’re behind a month or a year, we’ll get your books ready to support real business decisions.

Includes:

QuickBooks Online setup and custom chart of accounts
Categorization and reconciliation of past transactions
Historical clean-up of income, expenses, and bank/credit card data
Connection of linked accounts and third-party apps (as needed)
Financial reports summarizing catch-up results

Cleaning and correcting messy financial records

🧼 Financial Detox

(Bookkeeping Cleanup & Correction)

If your books are messy, inconsistent, or just plain wrong - we’ve got you. Based on your Clarity Check-Up, we’ll clean, correct, and streamline your financials so they’re accurate, compliant, and ready to work for you.

Includes:

Correction of prior bookkeeping errors (duplicates, misclassifications, etc.)
Reconciliation of unreconciled accounts
Re-structuring of messy chart of accounts (if needed)
Identification of missed expenses, income, or tax deductions
Final financials that give peace of mind and CPA-readiness

📘 Your Bookkeeping Backbone

(Monthly Financial Support)

We become your ongoing financial partner - handling your monthly bookkeeping so you can stay focused on running and growing your business. Choose the tier that matches your current stage, and upgrade as you grow.