Where Organization Meets Financial Clarity

Best for solo business owners and very small businesses.  Monthly bank reconciliation (up to 2 accounts).  Expense categorization.  Monthly Profit & Loss statement.  Basic financial organization.  Email support.

Best for growing businesses needing ongoing support.  Up to 4 bank/credit card reconciliations.  Monthly bookkeeping maintenance.  Accounts payable & receivable tracking.  Monthly financial reports.  QuickBooks Online support.  Cleanup of uncategorized transactions.  Monthly review call.

For businesses needing more hands-on support and organization.  Multiple account reconciliations.  Monthly bookkeeping management.  Invoice tracking.  Cash flow organization.  Financial reporting package.  QuickBooks optimization.  Priority communication.  Collaboration with CPA/tax preparer.

Price based on months behind, transaction volume, and # of accounts

Per account

Includes chart of accounts setup, bank connection guidance, and basic workflow organization.