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Advanced

Ideal for businesses with 400k+ revenue + physical products

Includes:

  • Bi-weekly income and expense categorization

  • Unlimited transactions

  • Unlimited bank reconciliations

  • Monthly financial report

  • Unlimited support via email

  • Annual 1099-NEC filings

  • Communication and collaboration with your CPA

  • Additional reports delivered as needed

  • Payroll and tax compliance

  • Filing W-2s

  • U.S Sales taxes

  • Cash flow forecasting

  • Inventory Management

  • Annual business property tax filling

  • Annual recap and budget planning

  • 45-minute monthly meeting to review financial statements

Core

Ideal for businesses with 200k+ revenue

Includes:

  • Monthly income and expense categorization

  • Unlimited transactions

  • Unlimited bank reconciliations

  • Monthly financial report

  • Unlimited support via email

  • 20-minute monthly phone-call

  • Annual 1099-NEC filing

  • Communication and collaboration with your CPA

  • Additional reports delivered as needed

  • Payroll and tax compliance

Essential

Ideal for businesses up to 200k revenue

Includes:

  • Monthly income and expense categorization

  • Unlimited transactions

  • Monthly bank reconciliations of up to five bank/credit cards

  • Monthly financial report

  • Unlimited support via email

  • Monthly phone call-health check

  • Annual 1099-NEC filing

  • Communication and collaboration with your CPA

Clean Up/Catch Up

Starting at $1,500

This service is tailored for businesses that may have fallen behind on their bookkeeping or need additional support to bring order and structure to their financial records. We can work within your existing software or set you up with QuickBooks from the ground up. Whether your books are two months or two years out of date, we're here to help—let's connect!

Includes:

  • Complete diagnostics of your books

  • Quickbooks setup (as needed)

  • Categorize transactions

  • Reconcile accounts

  • Receipt management and organization

  • Final reports at the end of service

Free Consultation

Not sure which services your business requires? During our complimentary 15-minute phone consultation, we’ll discuss your business needs and determine the package that best suits you. If needed, I can also create a customized package tailored specifically to your unique requirements.