Our Services
Helping small businesses stay financially organized and confident.
Monthly Books
Keep your business' finances up to date with regular, accurate bookkeeping tailored to your needs.
Bank Reconciliation
We carefully match your bank statements to your records, catching errors before they grow.
Cash Flow Tracking & Quarterly Trend Analysis
Stay informed about your business with clear cash flow tracking and simple quarterly financial insights
Service Tiers
Choose a plan that fits your needs
Starter | $400-$550/month
Best for low-complexity businesses with straightforward, consistent transaction volume
Monthly transaction categorization
Bank and credit card reconciliations (up to 3 accounts)
Profit & loss and balance sheet
Receipt and document processing
Growth | $550-750/month
Best for businesses with increasing complexity, seasonal variability, or growing cost structures
Includes everything in Starter, plus:
Up to 5 reconciled accounts
Cash flow visibility and monthly tracking
Quarterly trend and variance analysis
Identification of cost categories warranting attention
Optimization | $750-$1000/month
Best for owners who want regular financial dialogue and deeper operational visibility
Includes everything in Growth, plus:
Up to 7 reconciled accounts
Monthly financial review call
Budgeting support and period-over-period comparison
Profitability and cost trend insights
Additional Services:
Catch-up and historical cleanup | Custom quote based on scope
Payroll processing | Custom quote based on headcount
Additional account reconciliation | $40-$80 per account/month
