Outcomes first — free first hour, then a custom scope. No public package SKUs. Mesa businesses get preferred rates after the consult.
Not sure where to start? Read through these common bookkeeping needs in plain English. Each one helps you decide if and when you need help.
A structured review of your chart of accounts, reconciliations, bank feeds, and payroll mapping. You receive a written severity assessment and phased fix plan—so you know exactly what is broken, how bad it is, and what to fix first.
→ You need this when: You suspect something is off but are not sure where to start.
We reconcile every bank account and credit card through an agreed-upon date, correct opening balances, and hand you a file that is ready for tax handoff. The scope is fixed before work begins.
→ You need this when: Your books are behind—weeks, months, or even a full year.
Ongoing reconciliations, transaction categorization, clean financial statements, and a short variance note—delivered on a predictable schedule every single month. This is the core service most small businesses need.
→ You need this when: You want reliable, accurate books every month without doing it yourself.
Consistent vendor setup, approval workflows, and 1099 awareness. Even a light bill-pay rhythm prevents costly year-end scrambles and keeps vendor relationships clean.
→ You need this when: You are paying vendors ad hoc and worried about 1099 compliance.
We tie your payroll reports (Gusto, ADP, QBO Payroll) back to the general ledger every period. This catches misclassifications early and keeps payroll liabilities accurate.
→ You need this when: Your payroll numbers and GL do not match, or you are unsure if they do.
A clean trial balance, completed reconciliations, fixed-asset schedule notes, and a questions list for your tax preparer. We do the heavy lifting so your CPA can file faster.
→ You need this when: Tax season is approaching and your books are not ready for your CPA.
Bank feeds, categorization rules, receipt capture, approver roles—we design the right tool stack for your business and set up practical automation that reduces manual work.
→ You need this when: You are spending too much time on manual data entry or using the wrong tools.
Simple dashboards or a monthly narrative for owners who have outgrown 'just reconciliations.' We surface margins, burn rate, and breakeven so you can plan with confidence.
→ You need this when: You need to understand your numbers beyond basic financial statements.
Free first hour for every new client. Typical one-time work often $25–$500. Ongoing care sized as a few hours per week or month. Mesa businesses get preferred rates after the consult.
Start with a free first hour. Soft ranges only — written after we understand your books.