BOOKKEEPING SERVICES
Clean books.
Confident decisions.
We handle the numbers so you can focus on running your business — monthly transaction classification, reconciliation, and financial reports delivered on time, every time.
WHAT WE DO
Financial clarity, delivered monthly
Three focused services. No guesswork, no scope creep.
01
Transaction classification
Every transaction in your accounts is categorized accurately each month. Income, expenses, and everything in between, so your books reflect reality.
02
Account reconciliation
We reconcile your bank and credit accounts monthly, catching errors and discrepancies before they become problems at tax time.
03
Financial report delivery
A clean monthly financial package: income statement, balance sheet, cash flow statement, and more, lands in your inbox by the 10th of every month.
We specialize in what we do best. We do not offer payroll processing, accounts receivable chasing, bill pay, or tax filing. This focus means you get expert-level bookkeeping, not a generalist trying to do everything.
FINANCIAL REPORTS
Your numbers, clearly presented
Every report your CPA and leadership team need, delivered on a consistent schedule.
All Plans
Income statement
Revenue, expenses, and net profit. A clear picture of how the business performed each month.
All Plans
A/R aging report
See exactly who owes you money and how long those invoices have been outstanding.
All Plans
Balance sheet
A snapshot of your assets, liabilities, and equity. The foundation of your financial health.
All Plans
A/P aging report
Stay on top of outstanding vendor bills and avoid late payments and strained relationships.
All Plans
Cash flow statement
Where cash is coming from and where it's going — broken into operating, investing, and financing activity.
Add-On
Budget vs. actual
Monthly variance reporting against your annual budget so you can course-correct early.
Add-On
1099 preparation assistance
We identify 1099-eligible vendors from your books and prepare 1099-NEC forms for filing. You remain responsible for submission.
Add-On
Job cost report
Profit and loss broken down by individual project or job — essential for contractors and builders.
Add-On
QuickBooks Online setup
Chart of accounts setup, opening balances, bank feed connections, and basic configuration for new QBO accounts.
MONTHLY PLANS
Simple, flat-rate pricing
No hourly billing, no surprises. One flat monthly fee covers everything in your plan
STARTER
Starts at $400 / month
Ideal for sole proprietors, freelancers, and small businesses with straightforward books.
Average of 100 transactions / month
2 bank or credit account
Full monthly financial report suite
Books delivered by the 15th
GROWTH
Starts at $750 / month
Built for growing small businesses, LLCs, and specialty trade contractors ready for cleaner books.
Average of 200 transactions / month
Up to 4 accounts
Full monthly financial report suite
Books delivered by the 15th
PREMIUM
Starts at $1,350 / month
For mid-size contractors and businesses with higher volume and more complex reporting needs.
Average of 400 transactions / month
Up to 6 accounts
Full monthly financial report suite
Books delivered by the 15th
CLEANUP SERVICES
Behind on your books?
We'll get you caught up — fast, accurately, and ready for your CPA. Use the estimator below to see what your cleanup might cost.
600 total transactions
Estimated cleanup feeEstimates are based on $1.75 per transaction with a $300 minimum. Final pricing confirmed after a free discovery call.
What we don’t do
We stay in our lane so we can be exceptional at what we do. The following services are outside our scope — your CPA or a full-service firm can assist with these.
Payroll Processing
Tax preparation & filing
Accounts receivable chasing
Certified payroll
Bill pay & accounts payable management
AIA billing
Lien waivers
CFO advisory services