Accounting Services for Small Businesses

We provide bookkeeping and accounting solutions that are tailored to small businesses, solopreneurs, and growing enterprises that want reliable, transparent, and expert financial support—without the overhead expense of an in-house team.

Monthly Bookkeeping

Our monthly bookkeeping services keep your finances up to date so you can focus on growing your business.

Starter Package – For Solopreneurs & Freelancers

  • Categorization of up to 50 transactions/month

  • Monthly bank & credit card reconciliations

  • Profit & Loss Statement

  • Balance Sheet

  • Email Support

  • QuickBooks Cloud-based accounting

Standard Package – For Growing Businesses

  • Categorization of up to 200 transactions/month

  • Monthly bank & credit card reconciliations

  • Monthly financial reports (P&L, Balance Sheet, Cash Flow, etc.)

  • Sales tax tracking

  • Expense tracking and classification

  • Dedicated Bookkeeper

  • Email & Phone Support

Premium Package – For Established Businesses

  • Unlimited transaction categorization

  • Bank, credit card, and loan reconciliations

  • Monthly financial reports

  • Accounts receivable & payable tracking

  • Budget vs. Actual reports

  • KPI tracking (customized to your business)

  • Priority Support

  • Monthly Financial Review Call

Quarterly Accounting

Ideal for businesses that don't need monthly support but still want a clear financial picture every quarter.

Quarterly Essentials

  • Quarterly transaction categorization

  • Bank & credit card reconciliations

  • Quarterly P&L and Balance Sheet

  • Expense categorization & tax-ready books

  • Basic support

Quarterly Plus

  • All Quarterly Essentials features

  • Cash flow statement

  • Quarterly tax estimate calculation assistance

  • Financial health snapshot

  • Quarterly review call

Additional Services

Sometimes you just need a little extra help to keep your books—and your peace of mind—in order.

We offer a range of add-on services designed to simplify your financial management and free up your time to focus on what matters most.

Add-On Services

  • Cleanup & Catch-up Bookkeeping

  • Budgeting & Forecasting

  • QuickBooks Setup & Training

  • Personal Property Tax Declarations

  • 1099 Filing

  • Sales Tax Filing

  • Payroll Processing

  • Invoicing & Bill Pay