If you’re overwhelmed with managing your finances or feel like your books are always behind, it might be time to get professional help. A bookkeeper will help you:

• Keep your books up-to-date

• Ensure you’re prepared for tax season

• Give you a clear picture of your cash flow and profits

• Save you time so you can focus on growing your business

If any of these sound familiar, we’re here to help!

No problem! We specialize in cleaning up your financial records. Whether you’re starting fresh or need help organizing previous months (or even years), we’ll get everything in order so you can move forward with confidence.

Only need cleanup services? Here’s how our cleanup services work:

• Simple Cleanup (1-3 months behind)

• Moderate Cleanup (3-6 months behind)

• Complex Cleanup (6+ months behind or multiple years)

We’ll assess your books and provide a custom quote to get you current.

Yes, we offer a few optional add-ons to enhance your bookkeeping experience:

• 1099-NEC Preparation: We'll track eligible contractor payments and prepare your 1099-NEC forms, so you’re ready to file on time with confidence.

• Payroll Support (Expanded): For businesses with more than 5 employees, we offer additional payroll management.

• Financial Strategy Calls: Need more hands-on support? Add strategy sessions for budgeting, cash flow, or business planning.

• Custom Financial Reports: Get tailored reports that align with your business goals and give you the insights you need to grow.

These services are available as add-ons with either package. Just let us know what kind of support you're looking for!

We use QuickBooks, one of the best tools for managing your finances. During our call, we’ll discuss the best QuickBooks plan for your business. You can either absorb the subscription cost yourself or add it as an add-on to your service.

Don’t worry, since you’re the owner of your QuickBooks account, if you ever decide to transition, we can easily assist with transferring ownership or removing our access, ensuring a smooth handoff.

We don’t provide tax preparation services directly, but we’ll happily collaborate with your CPA to ensure all your books are in order for tax season. If you don’t have a CPA, we can help you find one who’s the right fit!

Absolutely not! You’re not locked into any long-term contract. If at any point you feel the service isn’t the right fit, you can cancel at any time.

Note: Once you've paid for a month of service, we don’t offer refunds for that month. However, you can cancel your service anytime moving forward.

Absolutely! As your business grows, we can adjust your plan to fit your new needs. We’ll review your business regularly, and if you need more advanced features, we can upgrade your plan with ease.