Services

The numbers, taken care of.

A practical bookkeeping partnership for owners who need clean records, timely insight, and one less thing to carry.

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.

02 / Maintain

Monthly bookkeeping

We handle transaction categorization and reconciliations on a consistent rhythm, keeping your books clean and current month after month.

03 / Understand

Clear monthly reports

You receive easy-to-understand financial reports that give you a clearer view of how your business is performing.

04 / Support

Personal guidance

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

Diagnostic Review Process

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.

What you receive

  • Review of bank and credit card reconciliations
  • Review of categorized transactions
  • Chart of accounts evaluation
  • Identification of errors or discrepancies
  • Cleanup recommendations
  • Service package recommendation

Fee: Diagnostic Review Fee: $250 (one-time) — Credited toward your cleanup service or first monthly bookkeeping invoice if you move forward.

Packages

Support that fits the way you work.

Custom package and pricing are recommended after the Diagnostic Review based on business needs, transaction volume, and operational complexity.

Premium Package

Pricing tailored to your business

Ideal for growing businesses that need comprehensive bookkeeping support.

Includes Standard, plus:

  • Record customer payments
  • Vendor bill management
  • Deposit recording
  • Tax accountant coordination
  • Additional full-service bookkeeping support
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Elite Package

Pricing tailored to your business

Full-service bookkeeping for businesses that want complete financial support.

Includes Premium, plus:

  • Payroll support
  • Accounts payable/receivable support
  • Expanded ongoing bookkeeping support
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A simpler rhythm

Clear from the first conversation.

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.

Step oneGet oriented
We review the current picture and identify what needs attention.
Step twoGet organized
We address what needs attention and establish dependable monthly bookkeeping routines.
Step threeStay informed
You receive reports you can actually use to make decisions.

BOOKKEEPING FOR LAW FIRMS

Support for operating and trust accounting.

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.

Let’s find the right starting point.

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