Services

Full-Service Bookkeeping

(For QuickBooks Online users)

Stay organized and compliant with expert bookkeeping solutions. We handle everything from transaction recording to financial reporting.

QuickBooks Training

Price $150

This guided service includes:

  • setting up the chart of accounts

  • walkthrough setting up customers, invoices, customized invoices, and setup reminders

  • walkthrough expense tracking-setting up vendors and bills
  • connecting bank accounts and credit cards
  • categorization and bank reconciliation
  • completing payroll and monthly close-out
  • running and customizing reports
  • troubleshooting when things go wrong

You have the option of 3-one hour sessions or 1-three hour session.
Terms, conditions, pricing, special feature, service and support options subject to change without notice.

Clean-up Service

Basic Package

  • Initial assessment
  • 3 months of reconciliations
  • Basic transaction categorization
  • Clean-up of undeposited funds

$500 – $1,500

Comprehensive Package

  • Includes everything in the Standard Package, plus
  • Full chart of accounts optimization
  • Inventory and payroll adjustments
  • App integration review
  • Staff training and documentation

$5,000+

Standard Package

  • Includes everything in the Basic Package, plus:
  • 6-12 months of reconciliations
  • A/R and A/P clean-up
  • Sales tax review

$2,000 – $5,000

Monthly Bookkeeping includes

  • categorizing transactions
  • account reconciliations
  • monthly close-out
  • financial reporting (trial balance, balance sheet, profit & loss)

Price $300 monthly retainer ($50/hour for 5 hours). Anything over 6 hours will be billed at the end of each month. Unused hours roll over to the next month and expire after 90 days.

Tax Services

Maximize your savings with personalized tax strategies.
We handle tax preparation and filing for federal, state, and local taxes, ensuring compliance and accuracy. From simple individual returns to complex business filings, we streamline the process and reduce stress.

Pricing

Individuals with Simple Returns (W-2 Income)

$250–$500 per return

Self-Employed/Small Business Owners

$500–$1,500 per return

Partnerships, S-Corps, and Multi-Member LLCs

$1,500–$3,500 per return

Corporations or Businesses with Multiple Entities

$3,500–$10,000+ per return

QuickBooks Payroll Processing

Simplify your payroll process with our tailored service packages designed for businesses of all sizes. Our packages include everything you need to ensure accurate payroll management, compliance, and employee satisfaction.

Get In Touch

Ready to simplify your finances? Let’s get started

Simplify your finances with expert guidance. Let us help you achieve clarity and peace of mind!

Faqs

Frequently Asked Questions

We provide bookkeeping, tax preparation, tax planning, and financial consulting tailored to small businesses.

Our services are ideal for small business owners and entrepreneurs looking for expert financial management and tax solutions.

We use advanced encryption and secure systems to protect your sensitive financial information.

We offer transparent, competitive pricing with no hidden fees. Custom plans are available based on your specific needs.

Yes, we tailor our services to meet your business’s unique requirements.

Simply contact us through our website, email, or phone, and we’ll guide you through the onboarding process.

We specialize in helping small businesses across various industries, including retail, construction, and professional services.

Yes, we’ll assist you in transitioning seamlessly from your current service provider.

We ensure your taxes are filed accurately and on time, helping you stay compliant with deadlines.

You can reach us via email, phone, or our online contact form for prompt assistance.

Testimonials

What Our Clients Are Saying

Frances was very helpful and very patient with all my questions. She stayed on the line with me until we found a solution to my problem. Great customer service!

Jessica Thompson

Small Business Owner

Frances is so easy to talk to and very professional. She is responsive and answers all my questions. I honestly couldn’t do our books without this service!

David Roberts

CEO, Construction Company

Frances saved me hours and made me feel more confident in using QuickBooks Online. She was able to follow my thought process and took me through to fixing my reconciliations.

Emily Johnson

Founder, Digital Marketing Agency