Our Services

Cleanup & Catch-up

If your books are behind, we’ll get them back on track — fast. No judgment, just results you can trust.

75% of monthly rate

  • Rebuild months (or years) of missing records

  • Import statements using advanced tools

  • Review and correct every transaction

  • Tax-ready handoff for your CPA

Essential

Stress free books done right every month

$250 to $350 per month

  • ✓Monthly reconciliation of bank and credit card accounts

  • ✓Smart categorization rules to save time

  • ✓Financial statements delivered within 15 business days

  • ✓Quick email support for everyday money questions

Best for freelancers and solo service owners under 100k revenue

Professional

Clarity every month so you can grow with confidence

$400 to $500 per month

  • ✓Everything in Essential

  • ✓Light AR and AP tracking

  • ✓Quarterly performance insights summary

  • ✓Priority support

Best for growing businesses 100k to 500k or multiple accounts

Premium

Advanced reporting and hands on support

$550 to $750 per month

  • ✓Everything in Professional

  • ✓Custom reports

  • ✓Accrual reporting, payroll and loan tracking

  • ✓CPA coordination for tax ready handoffs

Best for established businesses over 500k or multi entity