Services
We provide flexible bookkeeping and accounting support, whether you want ongoing monthly service or help on an as-needed basis.
Our Service Packages
Choose the package that best fits your business needs.
Bookkeeper
- Reconciliation of all Balance Sheet accounts includes one bank and one credit card
- Calculation and posting of one depreciation or accrual schedule
- Ensure proper account classifications
- Monthly soft copy of your Balance Sheet and Income Statement
Accountant
MOST POPULAR
- Reconciliation of all Balance Sheet accounts includes two bank accounts and two credit cards
- Calculation and posting of two depreciation or accrual schedules
- Ensure proper account classifications
- Monthly soft copy of your Balance Sheet and Income Statement
- Quarterly GAAP compliant copy of your financials
- 30 minute monthly consultation
Controller
- Reconciliation of all Balance Sheet accounts includes up to three bank accounts and three credit cards
- Calculation and posting of five depreciation or accrual schedules
- Ensure proper account classifications
- Monthly soft copy of your Balance Sheet and Income Statement
- Quarterly GAAP compliant copy of your financials
- 60 minutes per month consultation
- Accounts payable services. Vendors must be established payments via bank ACH or QBO
A La Carte Services
Need something specific? We offer individual services tailored to your situation.
- Bookkeeping services
- Accounting services (book cleanup, audit and loan preparation, Schedule C preparation)
- Fractional CFO service
- Payroll services
Not Sure Which Package Is Right for You?
We are happy to talk through your situation and recommend the best fit. No pressure, no jargon — just straightforward advice.