Stack of white notebooks with elastic bands, labeled 'Bookkeeping 2021' on the top notebook, on a plain light background.

Precision Bookkeeping Tailored to Your Organization

Our analysis demonstrates a commitment to delivering meticulously structured bookkeeping solutions that optimize financial clarity and support informed decision-making across all operational tiers.

By implementing industry-leading software and rigorously tested workflows, the team facilitates comprehensive oversight that enables organizations to maintain compliance, mitigate risk, and allocate resources with confidence.

Services

Filters

Basic Service Per Month / Ideal for Freelancers & Sole Proprietors just starting out

  • Up to 75 Transactions / Month

  • Up to 2 accounts / Bank & Credit Card Reconciliation

  • Monthly Income & Expense Categorization

  • Monthly Financial Reports / P&L, Balance Sheet

  • Client Support / Email only (Response within 48 hrs)

$250.00
Professional Per Month ***Most Popular/ Ideal for Growing Small Businesses

  • Up to 200 Transactions / Month

  • Up to 5 accounts / Bank & Credit Card Reconciliation

  • Monthly Income & Expense Categorization

  • Monthly Financial Reports / P&L, Balance Sheet, Cash Flow

  • Tracking / Accounts Payable & Receivable

  • Strategy and or Check-in Call / Quarterly (30 min)

  • Client Support / Email & Phone (response within 24 hrs)

$500.00
Premium Per Month / Ideal for Established businesses needing full-service support

  • Unlimited Transactions / Month

  • Unlimited Accounts / Bank & Credit Card Reconciliation

  • Full-service / Monthly Income & Expense Categorization

  • Monthly Financial Reports / P&L, Balance Sheet, Cash Flow & Custom Reports

  • Full Management / Accounts Payable & Receivable

  • Payroll Processing Support / Up to 10 employees

  • Strategy and or Check-in Call / Monthly (60 min)

  • Client Support / Priority Support (Response within 4hrs)

$900.00

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Big Ideas, Real Impact.

Thoughtfully crafted to elevate what matters most through additional services:

  • Service Price Catch-Up Bookkeeping $75 / per hour

  • Historical Cleanup $150 / per month of books

  • 1099 Preparation $25 / per contractor

  • Sales Tax Filing $75 / per filing

  • QuickBooks Setup & Training $300 (one-time)

  • Custom Financial Report $100 / per report

  • Fund Administration, shadow accounting for Private Equity $2,500 / per month

Work With Us

Request a Custom Consultation

Submit the form below to facilitate a comprehensive review of your bookkeeping requirements and to determine the optimal solutions for your organization.