Services

Best For: 

Established business that want accurate books, reliable growth and who want to be positioned for growth.

What this is:
Ongoing bookkeeping with strategic review, designed to keep your finances clean and decision-ready.

Includes:

• Monthly reconciliations 
• Transaction categorization 
• Financial statements (P&L, Balance sheet)
• High-level review for inconsistencies 
• Payroll ( if needed)
• General overusing and management of books 

 Best For:

Business owners who need focused, short-term financial support to correct issues, set up systems properly, or make informed decisions — without committing to ongoing bookkeeping or administrative services. 

What this is:

Project-based advisory engagements designed to address specific financial needs with clarity and structure. These services provide expert guidance, correction, and setup within a clearly defined scope and timeline. 

All advisory work is offered as defined-scope projects with a clear beginning and end.

Clean up & Catch Up Projects:

Best For: 

Business owners whose books are behind, inconsistent, or unreliable and need them corrected and brought current in a professional, organized way. 

What this is:

A focused cleanup engagement to correct historical financial data, reconcile accounts, and ensure your books are accurate and tax-ready. 

 What's included:

• Review of historical financial data 
• Identification of gaps, misclassifications, or reconciliation issues 
• Cleanup and correction of prior periods 
• Reconciliation of accounts as needed 
• Books brought current and organized 

What's Not Included:

Ongoing bookkeeping (unless agreed to in separate contract)

Bill pay or administrative services 

Business Set Up and Financial Foundations

Best for: 

New or newly formed businesses that want to start with clean financial systems, proper structure, and best practices — without confusion or costly mistakes. 

What is this:

A structured advisory engagement focused on setting up your financial systems correctly from day one. This engagement provides guidance, configuration support, and clarity — not ongoing administration. 

What's Included:

Review of business structure and financial setup

Set up on Quickbooks and Chart of Account based off business processes 

Best-practice workflows for income and expenses 

Set up Payroll (if required)

Set up of state only sales taxes ( if required)

Written SOP for business processes 

What's Not Included:

• Ongoing bookkeeping services 
• Bill pay or administrative work 
• Ongoing support beyond the engagement