Services
Everything in the ledger, handled.
Flat monthly pricing, no hourly surprises. Pick the services you need today — add more as you grow.
Monthly bookkeeping
Every transaction categorized, every account reconciled, and a clean profit & loss delivered by the 15th of each month. You always know where you stand.
- Bank & credit card reconciliation
- Transaction categorization
- Monthly P&L and balance sheet
- Receipt capture and storage
From $450/mo
Financial statements
Clean P&L, balance sheet, and cash flow statement — ready for lenders, investors, and your own clarity. Reviewed and signed by a CPA.
- P&L, balance sheet, cash flow
- Quarterly close and review
- Year-end statements
- CPA-reviewed packages
Quarterly / annual
Cash-flow clarity
Plain-English reports and forecasts that show you exactly where the money is and where it's going, so you can decide with confidence.
- 12-month cash-flow forecast
- Runway and burn tracking
- Scenario planning
- Monthly review call
Included
Tax readiness
Organized records and accurate numbers, filed on time. We hand your CPA (or ours) a clean, ready-to-file package at year end.
- Year-end tax package
- Sales tax tracking
- Estimated tax reminders
- CPA coordination
$50/mo
How it works
Onboarding in three calm steps.
01
Free consultation
A 1-hour call to understand your business, your books, and what you actually need.
02
QuickBooks setup
We connect your accounts, clean up the history, and start reconciling — usually within a week.
03
Monthly clarity
By the 15th each month you get a clean P&L, reconciled accounts, and a plain-English summary.
Let's get your books in order.
Book a free 1-hour consultation. No jargon, no pressure — just a clear read on where you stand.