Perfectly Suited for Your Small Business
Let our QuickBooks Certified Pros take care of your books, so you can focus on what you do best—growing your business.
Flat, Transparent Pricing
No hourly rates. No surprises. Just expert bookkeeping at a consistent, affordable rate. No hidden fees, no long-term contracts—just straightforward services you can count on.
Flexible & Scalable Support
Whether you’re a startup, solo entrepreneur, family-run business, or a growing company, our services grow with you. We adapt to your needs, so you always get the right level of support—nothing more, nothing less.
After-the-Fact Bookkeeping and QuickBooks Online Services
Bookkeeping Services
MONTHLY BOOKKEEPING - $225 per month
QUARTERLY BOOKKEEPING - $375 per quarter
- Transaction Categorization
- Financial Reporting ( P&L, Balance Sheet, and Cash Flow)
- Bank Reconciliations
- Account Reconciliations
- Year-end Financial Package (ready for your CPA or Tax Accountant)
- Provide insights for better decision-making
Catch-Up & Clean-Up Services
$275 per month
$225 per month for 3 or more months behind
- Organize Receipts
- Categorize Transactions
- Record Missing Transactions
- Reconcile Bank Statements
- Fix Errors & Inconsistencies
- Prepare Adjusting Entries
- Account Reconciliations
- Update Financial Statements
QuickBooks Online Setup - $400
Account Setup
Company Profile
Enter essential business details such as your company name, address, tax ID, and other key information to establish your company file.
Chart of Accounts
Create a structured list of categories—income, expenses, assets, liabilities, and equity—that form the backbone of your financial records.
Customizing Preferences
Invoices & Estimates
Personalize the design and layout of your invoices, estimates, and sales forms to align with your company’s branding.
Payment Terms
Define your standard payment terms and set automated reminders for overdue invoices to improve cash flow management.
Importing Data
Historical Transactions
Import past financial data, such as bank statements and old invoices, to maintain a complete and consistent record.
Customers, Vendors & Items
Migrate your existing customer, vendor, and product data from spreadsheets or other accounting platforms into QuickBooks.
Bank Account Setup
Linking Bank Accounts
Connect your business bank accounts and credit cards to enable automatic download and categorization of transactions.
Bank Reconciliation
Ensure your bank feeds are properly configured to simplify monthly account reconciliation.
Sales Tax Setup (if applicable)
Sales Tax Agency Setup
Add relevant tax authorities for timely and accurate tax remittance.
Sales Tax Configuration
Set up applicable sales tax rates and ensure taxes are correctly calculated and applied to your transactions.
Integration Setup
Third-Party Integrations
Connect QuickBooks with external tools such as payment processors (e.g., PayPal, Stripe), inventory systems, or CRM platforms for seamless workflow integration.
User Permissions & Roles
User Management
Create user profiles and assign specific roles and access levels to team members or external accountants, based on their responsibilities.
Financial Reporting
Customized Reports
Generate tailored financial reports—including profit & loss statements, balance sheets, and cash flow reports—that provide meaningful insights for your business decisions.