Services

Bookkeeping support built around your business.

From monthly upkeep to year-end clarity, pick the level of support that fits where you are right now.

Essentials

$250 /mo

For businesses just getting their financial systems in order.

  • Monthly transaction categorization
  • Bank & credit card reconciliation
  • Monthly profit & loss statement
  • Email support

Growth

$450 /mo

For established businesses that need deeper reporting and guidance.

  • Everything in Essentials
  • Balance sheet & cash flow reports
  • Quarterly check-in call
  • Priority email & phone support

Tax-Ready

$650 /mo

Full-service bookkeeping with year-end and tax season fully covered.

  • Everything in Growth
  • Year-end financial package
  • Direct coordination with your CPA
  • Clean-up of prior records, if needed

Also available.

Bookkeeping Clean-Up

Behind on your books? We'll get your records accurate and current.

QuickBooks Setup

New to bookkeeping software? We'll set it up right, tailored to you.

Financial Consulting

One-off strategy sessions to help you plan and make sense of your numbers.

Not sure which plan fits?

Tell us a bit about your business and we'll recommend the right level of support.

Talk to Romi