Services

Thoughtful bookkeeping, sized to your business.

Every engagement starts with a free 30-minute conversation. From there, we build a package that fits — and only adjust when your business actually changes.

Monthly Bookkeeping

from $385 / month
  • Bank & credit card reconciliations
  • Transaction categorization with clear class & job tracking
  • Monthly P&L, balance sheet, and cash position
  • A short month-end note highlighting what stood out

Catch-Up & Clean-Up

scoped per project
  • Reconstruct missing months or years of records
  • Rebuild your chart of accounts when needed
  • Untangle uncategorized transactions & duplicate entries
  • Hand off clean, tax-ready books to you or your CPA

Payroll & Contractors

from $95 / month
  • Bi-weekly or semi-monthly payroll runs
  • Direct deposit, paystubs, and PTO tracking
  • Quarterly 941s and state filings
  • Year-end W-2s and 1099-NEC preparation

Sales Tax & Filings

from $75 / filing
  • Multi-jurisdiction sales tax tracking
  • Monthly or quarterly returns prepared and filed
  • Nexus check-ins as your business grows
  • Clean, auditable records every step of the way

Tax-Ready Year-End

from $450
  • Year-end review and adjusting entries
  • Reconciled trial balance handed to your CPA
  • 1099 preparation and distribution
  • Coordination directly with your tax preparer

Advisory & Check-Ins

$120 / hour
  • Quarterly reviews to walk through the numbers
  • Cash flow forecasting for upcoming decisions
  • Pricing, margin, and category analysis
  • Clear answers in plain language — no jargon

Not sure which fits?

Tell me a little about your business and I'll recommend the right starting point — no obligation, no pressure.

Book a free consult