Understand what we do, then buy exactly what you need—diagnostic first, monthly when you are ready.
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.
Start here. Each has a fixed scope, a clear deliverable, and a “done when” condition.
Any business unsure about the state of their books
We need: QBO or desktop file access, last 3 months of bank statements
Turnaround: 5 business days
Done when: Written report delivered with prioritized action items
Businesses behind on books (1–12+ months)
We need: QBO access, bank/card statements for cleanup period
Turnaround: 1–3 weeks (scoped after discovery)
Done when: All accounts reconciled through target date, file CPA-ready
Businesses preparing for tax season or audit
We need: QBO access, prior-year return (if available)
Turnaround: 10 business days
Done when: CPA confirms file is complete for filing
Predictable monthly scope. Overflow and project work billed at $125/hour.
Solopreneurs and micro-businesses (up to 100 txns/month)
Growing businesses (up to 200 txns/month, 5–20 employees)
Payroll reconciliation, vendor hygiene, app stack design, cash runway dashboards, and advisory sessions are all available at $125/hour or as a scoped project. Start with a free consultation so we can match the right service to your situation.
Start with a Free Fit CallStart with a free fit call—or jump straight to a Books Health Check.