Service Options

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Comprehensive Strategy Packages
Full Service Bookkeeping and Financial Reporting
Monthly Financial Reporting
​Quarterly Financial Advising
​*pricing based on annual agreement*
​​À la carte services
​Advisory Services
​Bookkeeping
​Financial Flight Plan
QuickBooks Review 
​Tax Preparation​

Comprehensive Strategy Packages

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 the financial flight plan or QB Setup is required prior to beginning an annual agreement.**

Full Service Bookkeeping and  Financial Reporting

$799/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 strategies for financial fitness
  • Respond to unlimited questions
  • Recommend estimated quarterly tax payments
*Additional fees for excessive transactions, multiple members, locations, or accounts.

Monthly Financial Reporting

$399/month with annual agreement

We train you to categorize transactions in QuickBooks online. We reconcile accounts, review monthly financials, and recommend strategies for financial fitness. 
*Additional fees for excessive transactions, multiple members, locations, or accounts.

Quarterly Financial Advising

$149/month with annual agreement

We train you to categorize transactions in QuickBooks online, reconcile accounts, prepare and review monthly financials. We meet quarterly and recommend strategies for financial fitness. 
*Additional fees for multiple members, locations, or accounts.

Income Tax Strategy & Preparation

Additional $99/month

We get together quarterly to discuss business performance and plans and calculate recommended tax liability payments. We prepare and submit annual federal and state income tax returns. 
*Only available to customers who have selected a comprehensive strategy package. Additional fees for multiple members, locations, or accounts.

À la carte Services

Financial Flight Plan

 $499 Investment
Together we will:
  • Complete (or review) the steps required to establish your business at the federal, state, and local level.
  • Develop (or update) an accounting record keeping system that works for you.
  • Formulate (or refine) a working budget for the next year.  
  • Ensure you have a basic understanding of financial information that you need to know as a small business owner.​​

QuickBooks Review

​$499 Investment
We set-up or review your QuickBooks account to prepare you for financial reporting and tax preparation and follow up after implementation.
*Available to individuals who have completed the Financial Flight Plan and non-profit organizations.

Advisory Services

​Bookkeeping
$225/ hour
$99/ hour
Consult with us about business planning and forecasting, personal budgeting and financial management, debt reduction, and any other financial topics.
Trust us to input the transactions into your financial record keeping system. 

Businesses We Serve

We offer a variety of services for business owners who need enough guidance for DIY accounting and for those who want the assurance of professional preparation.
Amanda Montgomery, Hummingbird Gardens
Jevata Herman, Canvas the Salon