Bookkeeping, done right

CPA oversight at every step ensures your books are accurate, clear, and ready for smart decisions.

We keep your books calm so your mind can stay clear.

Our process

  • We kick things off with a virtual call to evaluate your business, discuss your financial goals, and match you with the right bookkeeping plan.

  • We set up QuickBooks Online and implement a structured bookkeeping system to ensure every transaction is accurately recorded and categorized from day one.

  • We handle your bookkeeping, reconcile accounts, and deliver CPA-reviewed financial reports. You get reliable numbers and financial clarity without the guesswork.

Our packages

Essential

$500/mo

For solopreneurs & small businesses getting started.

  • Cloud integration (QBO)

  • Daily transaction recording

  • Monthly bank reconciliation

  • Basic financial reports

  • Email support

Growth

$800/mo

For growing businesses that need more oversight.

  • Everything in Essential

  • AR/AP management

  • Custom reports & dashboards

  • Tax planning assistance

  • Priority support

Premium

$1,200/mo

For established businesses that want deep financial insight.

  • Everything in Growth

  • Budgeting & forecasting

  • Cash flow optimization

  • Quarterly strategy sessions

  • Customized email summaries

Request a free consultation