Reliable Bookkeeping
Our mission is reliability: proactive support, clear answers, and guidance you don’t have to chase.
Foundation Bookkeeping
Off Your Plate, Every Month
- Accuracy-Assured Monthly Bookkeeping
- Reconciliations across all accounts — bank, credit cards, and loans
- Chart of Accounts built on your tax filing type
- Consistent Monthly Close and QC Review
- Monthly Completion Summary Email
- Year-end review, payroll reconciliation, and tax-ready report package
- CPA/EA coordination for year-end filing
- Fully virtual, paperless, and secure
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Reliable Support
Client Portal
Response Time: within 5 business days
Starting at $399/mo*
Comprehensive Bookkeeping
Insights for Improved Cash Flow
- Everything in Foundation
- Merchant Services (Point-Of-Sale) Reconciliations
- Industry Specific Custom Reporting Categories
- Quarterly "Know-Your-Numbers" Reports
- Quarterly Income Stream Analysis and Expense Optimization Reviews
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Standard Metrics and KPI Tracking
(set up + quarterly snapshot) - Trend insights: what’s driving your numbers (based on your historical data)
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Responsive Support
Client Portal and Email Support
Response Time: within 3 business days - Year-round "Quick Questions" Support
Starting at $699/mo*
Advisory Bookkeeping
Numbers that Drive Decisions
- Everything in Comprehensive
- Accuracy-Assured Weekly Bookkeeping
- Specialized Tracking and Reporting (location, class, project, etc.)
- Monthly "Know-Your-Numbers" Reports
- Advanced Metrics and KPI Tracking (trends and interpretation)
- Business Goal Tracking with 90-day Improvement Planning
- Decision-Making Assistance (pricing, hiring, cash buffer, owner pay, etc.)
- Proactive insights that turn your numbers into a plan
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Expedited Priority Support
Client Portal and Email Support
Response Time: within 1 business day - Semi-Annual Strategy Calls
- CFO Advisory Support
Starting at $1199/mo*
* Starting at” prices are based on up to 50 transactions monthly and up to 2 bank/credit accounts. Your specific business needs will determine your package pricing, including the number of financial accounts and merchant accounts, transaction volume, service preferences and frequencies, compliance requirements, and federal and state obligations.
We Also Offer:
QuickBooks Set-up:
- Set up of new QuickBooks Online Account
- Business Information Import and Settings Customization
- Customize the Chart of Accounts to match the business structure
- Full Balance Sheet setup (loans, equity, etc)
- Bank Feed Set-up
- Invoice settings/designs
- Point of Sale Linking with Report Mapping
- Payroll Integration with Mapping
- Starting Balances Verification and Import
Starting at $350*
Other Services
- Receipt Digitization
- Receipt to QuickBooks Expense Matching
- Invoicing
- Chart-Of-Account Restructuring
- Payroll System Set up and Integration
- Catch-Up Bookkeeping for the current year
- Clean-Up of Prior Years
- Diagnostic Reviews
- Profit-First Style Allocation Setup (percent-based buckets + review)
Custom Pricing
How it Works
Reliable bookkeeping starts with a solid system, and stays reliable with proactive guidance.
Step 1: Consultation
We start with a short discovery call to learn how your business runs, what’s currently working (and what isn’t), and what you need from your books. If we’re a good match, you’ll get clear next steps. No pressure. No guesswork.
Step 2: Plan
After our call, I’ll put together a clear plan based on your business. It will address what needs to happen first, recommendations for going forward, and exactly what’s included. You’ll receive a proposal with scope, timeline, and pricing so you can make a confident decision.
Step 3: Onboarding
Once you’re ready to start, onboarding is simple and structured. You’ll get access to your client portal, I’ll connect the accounts we need, and we’ll set up a bookkeeping workflow that fits how you operate.