Level 1
Bookkeeping
Every dollar in and out, recorded and reconciled. The foundation everything else sits on.
Your Books, Done Right
Every bank and card transaction reviewed, categorized, and tied to your statements each month.
Money Coming In
Invoices and customer payments matched, so what you billed and what you collected always agree.
Tracking Who You Pay
Contractor and vendor records kept clean all year, so the forms they need are ready at filing time.
Mileage, Captured
Business miles tracked and categorized so the deduction holds up.
Receipts, Matched and Filed
Receipts attached to their transactions. We ask for missing support over $75 so nothing rides undocumented.
Level 2
Accounting
The close. Numbers checked, exceptions resolved, books finished on a date you can plan around.
Non-highlighted items are add-ons. You only carry the ones your business actually needs.
Month-End Close
Accounts reconciled, exceptions reviewed, adjustments posted. Your books are done, not just current.
Sales Tax, Tracked
If you collect sales tax, the liability stays right and ready to file.
Money Going Out
If you want vendor bills handled, we record and schedule them for your approval.
Getting You Paid
If customers run late, we run the aging and keep the follow-up moving.
Processor Deposits, Reconciled
If you sell through payment platforms, we tie every deposit back to its sales, fees, and refunds.
Level 3
Reporting
Visibility. Start with the profit and loss. Add depth one step at a time as you need it.
Live Dashboard
Your numbers current enough to check any day, not just at month end.
Your Monthly Money Briefing
A short written summary of what changed and what it means. Plain English, no jargon.
Level 4
Support
Access. How fast your books close, how fast you hear back, and how often we go over the numbers together.
When Your Books Are Done
A committed close date, in business days, that you can build your own decisions around.
How Fast You Hear Back
A response time you can count on when you have a question.
Going Over Your Numbers
Recorded video walkthroughs or live reviews, on the schedule you pick.
How You Reach Us
From the client portal up to direct access. You choose the channels.
STEP 1
Free intake call
We talk through your business and confirm fit. No pressure.
STEP 2
We connect your accounts
Banks, cards, and sales platforms feed the books through the client portal.
STEP 3
Weekly upkeep
Transactions reviewed and receipts matched as the month moves.
STEP 4
The close
Books finished and checked by your committed date.
STEP 5
Reports and briefing
Your reports land in the portal with a plain English summary.
What moves the price up
- More bank, card, and loan accounts to reconcile
- Higher monthly transaction volume
- Personal and business spending mixed in one account
- Multiple sales platforms and payment processors
- Sales tax in more than one state
- Books that need cleanup before monthly work starts
What keeps the price down
- Business-only accounts, cleanly separated
- Bank feeds connected to the client portal
- One sales platform that collects its own payments
- A steady group of vendors and contractors
- Receipts sent as you go, not in a pile
Three ways to work with us. Same books, different speed and depth.
The bookkeeping is identical in all three. What changes is how fast your books close, how deep the reporting goes, how often we review together, and how directly you can reach us.
Essentials
The books, done right
Clean monthly books, a standard close date, profit and loss reporting, and portal support. Everything correct, nothing extra.
Most clients pick this
Faster close, deeper reports
An earlier close date, fuller reporting with your balance sheet and aging, scheduled review walkthroughs, and email access.
Priority
First in line
The earliest close, the deepest reporting with your key numbers and monthly briefing, live reviews, and a direct line to us.
Reseller
Sells on eBay and Whatnot, about $80K a year
Around 200 transactions a month across two cards and a checking account. We keep the books, reconcile the payment platform deposits, track who they pay, and close by a committed date each month.
They pay $X/month.
Service business
S Corp owner, two contractors, invoices through one platform
We keep the books, match the handful of payments that arrive outside the platform, keep contractor records filing-ready, and deliver a monthly briefing in plain English.
They pay $X/month.
Things people want to know before they book
When are my books actually done each month?
By a committed close date we agree on up front, counted in business days. Faster close dates are available at higher support levels. Either way, you know the date and can plan around it.
What do you need from me each month?
Less than you'd think. Connected accounts do most of the feeding. We'll ask for receipts on anything over $75 that's missing support, and answers when a transaction needs your context. That's about it.
I sell through a payment platform. Do you handle those deposits?
Yes. Platform deposits arrive net of fees, which is why your bank balance and your sales never seem to agree. We tie every deposit back to its sales, fees, and refunds so the books match reality.
Do you do my taxes too?
We can. Bookkeeping and tax prep are separate services, but they're better together: clean books make the return faster and the planning sharper. If someone else files your return, we hand off clean books to them at the close of the year.
My books are months behind. Can we still start?
Yes. We scope a cleanup project first, agree on the price before any work starts, and then roll into monthly bookkeeping once the books are caught up.