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Services

Bookkeeping, reporting, and guidance built around your business.

Monthly bookkeeping, catch-up work and cleanups, payroll, sales tax services, tax preparation, tax planning, and financial consulting & analysis — delivered by a responsive team.

Monthly Bookkeeping

Ongoing bookkeeping built around the agreed scope for your business. Work may include transaction organization, bank and credit card reconciliation, month-end close, and financial reporting.

Catch-Up Bookkeeping

Bringing books that have fallen behind back up to date. We work through the unrecorded months in order, reconcile the accounts, and hand back current records you can rely on.

Learn about catch-up bookkeeping services →

Bookkeeping Cleanup

Correcting records that are current but inaccurate — miscategorized transactions, unreconciled accounts, duplicate entries, and balances that no longer tie out. Scope is confirmed after a review of the existing file.

Payroll

Practical payroll support coordinated with your bookkeeping so payroll activity is recorded clearly and the engagement stays organized.

Sales Tax Services

Ongoing sales tax support, including tracking taxable activity, preparing and filing returns, and keeping your business aligned with state and local requirements.

Tax Preparation

Tax return preparation supported by organized financial records and a clear intake process. The exact returns and filing scope are confirmed before work begins.

Tax Planning

Forward-looking tax planning based on your business facts, current records, and goals. Recommendations are tailored to the engagement rather than offered as one-size-fits-all advice.

Financial Consulting & Analysis

Clear analysis of financial reports and trends to help you understand performance, ask better questions, and make more informed business decisions.

Accounting Software Setup

Setting up QuickBooks Online or Manager.io for your business — chart of accounts, bank and credit card connections, and opening balances — so the day-to-day bookkeeping starts on a solid foundation.

Pricing

Priced to your monthly volume.

No two businesses are exactly alike, so neither are our bookkeeping fees.

Pricing is based on the work your business requires, including the number of bank and credit card accounts, monthly transaction volume, payroll needs, reporting frequency, and any cleanup or catch-up work.

After learning more about your business, we'll recommend a straightforward monthly service plan that fits your needs. You'll know what is included before getting started, with no unnecessary services or surprise fees.

The goal is simple: accurate books, clear financial reports, and dependable support at a fair monthly price.

Ready to talk?

Book a free consultation or call 269-200-2910.