Bookkeeping crafted to FIT your business

For smaller businesses with straightforward bookkeeping needs.

Up to 75 transactions

Up to 2 financial accounts 

1 payment processor 

Annual bookkeeping review

 For growing businesses with more monthly activity and financial accounts.

Up to 175 transactions

Up to 4 financial accounts 

1 payment processor

Semiannual bookkeeping review

For established businesses with greater transaction volume and more moving pieces.

Up to 300 transactions

Up to 6 financial accounts

1 payment processor

Quarterly bookkeeping review

 Keep vendor bills organized, properly recorded, and visible before they're due. Bill Pay is also available while you retain final payment approval. 

 Keep invoicing and customer balances current with invoice preparation from approved information, payment posting, and accounts receivable reporting. 

 Behind on your books? Catch-up bookkeeping brings incomplete prior periods current using the same careful process as ongoing monthly bookkeeping. 

 When the books have been maintained but aren't quite right, cleanup services identify and correct bookkeeping problems so you can move forward with confidence. 

 Starting from scratch? Get your accounting system, chart of accounts, bank connections, opening information, and bookkeeping workflow set up properly from the beginning. 

 1099 preparation & e-filing, paper receipt digitization, chart of accounts restructuring, additional accounts and payment processors, and specialized bookkeeping projects are also available. 

 Go beyond the reports with quarterly financial review, trend analysis, cash-flow discussion, and practical insight into what your numbers mean for your business. 

 Take a more forward-looking approach with monthly financial review, budget-to-actual analysis, cash-flow forecasting, KPI tracking, profitability analysis, and ongoing decision support. 

 Customized financial leadership for businesses needing deeper budgeting, forecasting, scenario planning, management reporting, financial controls, and strategic support. 

 Packages are based on monthly transaction volume and account complexity.  Not sure where you fit? We’ll help you find the right level of support. 

 QuickBooks Online is recommended. Software subscriptions and other third-party fees are paid directly by the client. 

 Behind or messy books? Catch-up and cleanup work can get your books current before ongoing monthly bookkeeping begins. 

 Payroll processing remains with your payroll provider. Third-party payroll reconciliation is included when applicable. 

 Tax preparation and filing are not included in monthly bookkeeping packages. Year-end reports are prepared for your tax professional. 

 Need something you don’t see here? Additional accounts, payment processors, reporting, and specialized bookkeeping support are available.