Service Options

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Comprehensive Accounting Service
Full Service Bookkeeping, Strategic Advising, Monthly Financial Reporting, Quarterly Financial Reviews and Annual Income Tax Preparation 
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​*pricing based on annual agreement*
Software Management
QuickBooks Online
Gusto

Comprehensive Accounting Service

Ensuring your financial health requires consistent attention. We provide you with strategic guidance to help you navigate any changes your growing business faces throughout the year. 
**Completion of a discovery session is required prior to beginning an annual agreement.**

​Full Service Bookkeeping and  Financial Reporting

starting at $999/month with annual agreement*
  Trust us to:​
  • Synchronize your bank account with QuickBooks online
  • Categorize transactions in QuickBooks
  • Review transactions for completeness and accuracy
  • Reconcile bank and credit accounts
  • Review monthly financial statements
  • Recommend estimated quarterly tax payments
  • Prepare and submit annual federal and state income tax returns
  • Recommend strategies for better business management
  • Respond to unlimited questions
*Additional fees for high-volume transactions, inventory management, multiple members, locations, or accounts.
​** Initial discovery meeting required prior to beginning the annual agreement for full service bookkeeping and financial reporting.
NOTE: This package is a great fit for businesses with $10,000 or more in average monthly sales. 

Our Best Clients
Our best clients own growing businesses earning at least $100,000 in annual revenue.  If you don't think your business will cross the threshold for 6-figures in sales revenue this year, it might be best to inquire next year.

​Our best clients know their customer base and have developed great sales and marketing strategies to reach those customers and know how best to serve their customers. 

Our best clients trust us to understand the mechanics within the accounting system, to analyze the numbers, and to suggest spending that will maximize profitability.

We most enjoy working with business owners who are flexible, kind, and open to being coached by their financial professional. 

We understand that developing this type of advising relationship takes time and we prefer working with proactive business owners.  We don't believe in accounting emergencies. We are forward-thinking, plan oriented partners who take our time to develop and communicate the financial strategies that will serve you best.

Software Management


​Our clients can save 15% off retail pricing for QuickBooks Online and QuickBooks Payroll subscriptions. We can assist with Gusto setup for payroll and independent contractor payments. Allow us to assess which product is a good fit.

What Our Clients Say
Our clients use these words to describe their experience working with us:
  • Our input is invaluable to provide big-picture thinking and external perspectives
  • We provide peace of mind that the books are being handled properly
  • Our advising provides insight into financial performance of the business and data that drives decision-making
  • Our team is knowledgeable, approachable, practical, efficient, professional and responsive

You can also read our reviews on Google, Facebook & Yelp for yourself.

Businesses We Serve

We offer QuickBooks classes for business owners who are DIY bookkeepers and done-for-you services for those who want the assurance of professional accounting and tax preparation.  Check out this list of past and present clients.