Phone & Email Support
Monthly Accounting & Bookkeeping Bank & Credit Card Reconciliations
Subscription to Quickbooks Online
Quarterly Payment Processing Reconciliation
Overhead & Profitability Analysis
Unlimited QBO review & Troubleshooting
Personal Dashboard & KPI tracking
Monthly Financial Review &
As needed services
Every business is unique. That’s why we customize your pricing to your needs on an a la carte basis.
Quickbooks online setup
Business & individual tax return
steps for working with us
We'll assess your needs, review your accounting practices & systems, and then identify the challenges & opportunities.
We'll establish a clear timeline and milestones for getting your accounting up to date. You'll know when your input is needed and when you can expect to hear from us.
Now that your accounting is up to date, we'll present your profitability analysis and forecast (if applicable). We'll review the maintenance process so everyone is on the same page.
Your books are up to date and you have a clear vision for your financial future. We'll be available year-round to answer your questions and support your business.