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This package is the most popular service we offer.


This package is ideal for EVERY business. Whether just starting out or in business for years, this is for those who have books set up, organized, and are ready to step back and have someone else take over their day-to-day bookkeeping. See below for more info!

This package is ideal for NEW businesses who are ready to get their books set up in QBO.


Once set up is completed, we have the option to move on to our monthly bookkeeping package if you don’t want to DIY.

This package is for businesses who have fallen behind or need extra help getting their books caught up and organized.


Once clean up & catch up is completed, we’ll move on to our monthly bookkeeping package.

Let’s chat!


What is your business missing when it comes to your monthly bookkeeping and financial reporting?

Add-on services that we offer include: invoicing and bill payments, payroll assistance and customized reporting based on your needs.

Monthly Bookkeeping

Services Include:

Get customized services based on your needs and goals! 

  • Bank and credit card reconciliations

  • Categorize all transactions with receipts attachments

  • Financial reports package

  • Review calls to go over financials and make sure you understand how your business is doing 

  • Unlimited communication and support through email

  • Invoicing (Accounts Receivable)

  • Bill Payments (Accounts Payable)

  • Customized reporting

  • Budgeting or Forecasting

  • Sales Tax Filing 

  • Discounted QuickBooks Online subscription

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