Find Your Perfect Fit

We offer a range of services to suit your unique needs and budget. Choose the package that best aligns with your business goals.

Foundational Balance

Perfect for: New businesses, freelancers, and small businesses with basic accounting needs.

Bank Reconciliations: We’ll accurately categorize and reconcile your bank transactions.
Categorization & Coding: We’ll ensure all your income and expenses are properly categorized for accurate financial reporting.
Reporting: Receive monthly income statements and balance sheets to track your financial progress.
Financial Health Checklist: Regular reviews to identify areas for improvement and provide actionable advice.

Perfect for: Businesses experiencing moderate growth with more complex accounting needs.

All services in “Foundational Balance”
Journal Entries: We’ll handle all necessary journal entries for accurate and timely financial reporting.
Sales Tax Preparation & Filing: We’ll ensure accurate and timely sales tax filings.
Quarterly Reviews: More in-depth quarterly reviews to analyze your financial performance and provide strategic insights.

Perfect for: Established businesses with complex financial needs and a desire for greater efficiency.

All services in “Reduced Stress Balance”
Payroll Consultation/Review/Journal Entries: We’ll assist with payroll processing, ensuring compliance with all relevant regulations.
401(k) & Workers’ Comp Audit Support: We’ll help you navigate and prepare for these important audits

Additional Services

*Remote QuickBooks Online Training: Learn to use QuickBooks Online effectively with personalized training sessions.

*Customized Instruction Manuals: Receive tailored manuals to guide you through your accounting processes.

*Customized Templates: Access ready-to-use templates for invoices, expense reports, and other financial documents.

*Customized Calendars: Create a customized financial calendar to stay on top of deadlines and important tasks.