Our Process
1. Connect
We schedule consultation to understand your business and goals.
2. Recommend
We match you with the bookkeeping tier that best fits your needs.
3. Assign
We pair you with a CPA or degreed accountant to your account.
4. Set Up
We make sure your accounting records are ready for use within the software.
5. Maintain
We keep your books current so you can keep running your business.
Pricing
Start-Up
Essential bookkeeping setup to get your business records accurate and ready from day one.
$280
/month, billed annually
$295
/month, billed monthly
Monthly Bookkeeping – Cash Basis Only
Transaction Categorization
Chart of Accounts Custom Set Up (QuickBooks Online Standards)
Bank & Credit Card Reconciliation (1 connected account)
✓ Monthly Financial Statements (Profit & Loss, Balance Sheet)
✓ Tax-Ready Financial Package
✓ Basic Email Support (Limited, Hourly charge may apply)
Organize
Streamlined bookkeeping to bring clarity, structure, and confidence to your financial data.
$470
/month, billed annually
$495
/month, billed monthly
Monthly Bookkeeping – Cash Basis Only
Transaction Categorization
Chart of Accounts Custom Set Up (QuickBooks Online Standards)
Bank & Credit Card Reconciliation (2 connected accounts)
✓ Monthly Financial Statements (Profit & Loss, Balance Sheet)
✓ Tax-Ready Financial Package
✓ Basic Email + Phone Support (Limited, Hourly charge may apply)
Optimize
Enhanced processes and insights to improve efficiency and maximize profitability for your business.
$660
/month, billed annually
$695
/month, billed monthly
Monthly Bookkeeping – Enhanced Processes
Transaction Categorization
Chart of Accounts Custom Set Up
Bank & Credit Card Reconciliation (3 connected accounts)
✓ Monthly Financial Statements (Profit & Loss, Balance Sheet, Cash Flow)
✓ Tax-Ready Financial Package
✓ Payroll Reconciliation with Provider and Tax Agency Reports
✓ Priority Email + Phone Support
Empower
Strategic bookkeeping that strengthens decision-making and drives business growth.
$950
/month, billed annually
$1,000
/month, billed monthly
Monthly Bookkeeping – Strategic Financial Clarity
Transaction Categorization
Chart of Accounts Custom Set Up
Bank & Credit Card Reconciliation (5 connected accounts)
✓ Monthly Financial Statements (Profit & Loss, Balance Sheet, Cash Flow)
✓ Tax-Ready Financial Package
✓ Receipt / Invoice Matching
✓ Accounts Payable & Receivable Tracking
✓ Payroll Reconciliation with Provider and Tax Agency Reports
✓ Class or Location Tracking
✓ Customized Financial Reports
✓ CPA/Tax Preparer Liaison
✓ Monthly Check-In or Review Call
✓ Priority Email + Phone Support
Signature
The Signature Tier offers fully tailored, high-level financial support with advanced reporting, strategic advisory, and multi-entity management for growing or complex businesses.
Custom Quoted
Monthly Bookkeeping – Executive Level Partnership
Transaction Categorization
Chart of Accounts Custom Set Up
Bank & Credit Card Reconciliation (Custom connected accounts)
✓ Monthly Financial Statements (Profit & Loss, Balance Sheet, Cash Flow)
✓ Tax Ready Financial Package
✓ Receipt / Invoice Matching
✓ Accounts Payable & Receivable Tracking
✓ Payroll Reconciliation with Provider and Tax Agency Reports
✓ Class or Location Tracking
✓ Customized Financial Reports
✓ Budgeting & Cash Flow Forecasting
✓ CPA/Tax Preparer Liaison
✓ Monthly Check-In or Review Call
✓ Priority Email + Phone Support
Beyond Bookkeeping
In addition to bookkeeping, we offer full-service accounting solutions — from tax return preparation and financial statements to business advisory and compliance support. Explore our traditional accounting services to meet all your financial needs.
- Year-End Accounting Close-Out
- Financial Statement Preparation
- Tax Planning & Strategy
- Business & Individual Income Tax Services
- Business Advisory & Consulting
- Corporate Structuring & Entity Formation
- Compliance with Federal, State, & Local Regulations
And more!