Our Services
Our services are designed to meet businesses at every stage—from day-to-day bookkeeping to higher-level financial oversight. All engagements begin with a consultation to ensure the right scope, structure, and support for your business.
Monthly Bookkeeping
Ongoing bookkeeping to keep your financials accurate, organized, and up to date—so you always know where your business stands.
Includes:
• Monthly transaction categorization
• Bank & credit card reconciliations
• Monthly financial statements
• Ongoing support and communication
Starting at $350/month. Pricing based on volume and complexity.
Small Business Accounting Support
Ongoing accounting support for growing businesses that need more than basic bookkeeping. We provide reliable financial oversight and collaborate with your CPA to keep everything running smoothly.
Includes:
• Ongoing bookkeeping oversight
• Monthly account reconciliations
• Financial reporting and review
• Support for CPA coordination and tax preparation
• Ongoing guidance for financial organization and compliance
Services are customized based on business needs. Pricing is discussed during consultation.
Catch-Up & Clean-Up Bookkeeping
Behind on your books or dealing with inaccuracies? We’ll bring your financials up to date, correct errors, and ensure your records are accurate and compliant—so you can move forward with confidence.
Includes:
• Review and cleanup of historical transactions
• Bank and credit card reconciliations
• Correction of miscategorized or duplicated entries
• Resolution of discrepancies and inconsistencies
• Financial statements once cleanup is complete
Pricing varies based on the number of months and complexity. Final pricing is quoted after consultation.
Fractional Controller Services
Controller-level financial oversight for businesses that need strategic guidance, accurate reporting, and confident financial decision-making—without the cost of a full-time controller.
Includes:
• Monthly financial review and analysis
• Oversight of bookkeeping accuracy and internal controls
• Cash flow monitoring and insights
• Budgeting and forecasting support
• Month-end close oversight
• Liaison with CPA and external advisors
Monthly retainer. Pricing is based on business size, complexity, and scope of support.