01 / Reset
Cleanup & catch-up
Behind on your books? We bring your records up to date, resolve outstanding issues, and create a cleaner starting point for ongoing bookkeeping.
Services
A practical bookkeeping partnership for owners who need clean records, timely insight, and one less thing to carry.
01 / Reset
Behind on your books? We bring your records up to date, resolve outstanding issues, and create a cleaner starting point for ongoing bookkeeping.
02 / Maintain
We handle transaction categorization and reconciliations on a consistent rhythm, keeping your books clean and current month after month.
03 / Understand
You receive easy-to-understand financial reports that give you a clearer view of how your business is performing.
04 / Support
Have a question about what you're seeing? You have a reliable point of contact to help you understand the numbers and what they mean for your business.
Required first step
Before beginning ongoing bookkeeping or cleanup services, we start with a Diagnostic Review to evaluate the accuracy, organization, and overall condition of your QuickBooks records.
This review allows us to identify discrepancies, determine cleanup needs, and recommend the appropriate service package for your business.
Fee: Diagnostic Review Fee: $250 (one-time) — Credited toward your cleanup service or first monthly bookkeeping invoice if you move forward.
Packages
Custom package and pricing are recommended after the Diagnostic Review based on business needs, transaction volume, and operational complexity.
Starting at $500/month
Ideal for business owners who manage invoicing and payroll but want additional accounting support.
Includes:
Pricing tailored to your business
Ideal for growing businesses that need comprehensive bookkeeping support.
Includes Standard, plus:
Pricing tailored to your business
Full-service bookkeeping for businesses that want complete financial support.
Includes Premium, plus:
A simpler rhythm
We start by understanding where things stand, what you need to see, and how your business works. From there, we create a steady process that fits your world.
BOOKKEEPING FOR LAW FIRMS
For law firms, bookkeeping support can include operating-account bookkeeping, client trust account tracking, and IOLTA three-way reconciliation as part of an ongoing bookkeeping engagement.