Services
Who We Serve
Small Businesses
Reliable bookkeeping support that keeps your finances organized as you grow.
Churches & Ministries
Financial stewardship supported by accurate reporting and organized records.
Nonprofits
Clear financial tracking that supports accountability and mission-focused work.
Bookkeeping Services Designed for Clarity and Confidence
We provide dependable bookkeeping and financial support tailored to small businesses, churches, and nonprofits seeking organized, accurate financial systems.
01
Managed Bookkeeping
Detailed record-keeping and ledger management provided with complete accuracy to keep your business financial health in check at all times.
Includes:
• Transaction categorization
• Bank & credit card reconciliations
• Monthly financial reports
• Ongoing account monitoring
02
Financial Reporting & Support
Clear financial reporting and ongoing support designed to help you understand your numbers, maintain organization, and make confident business decisions.
Includes:
• Monthly financial statements
• Profit & Loss reporting
• Balance sheet reporting
• Ongoing communication & support
03
Catch-Up & Cleanup Bookkeeping
Bringing past records up to date and correcting discrepancies so your books are accurate and ready moving forward.
PACKAGES
ESSENTIAL
Keep my books organized.
Starts at $350/month
Our Essential package is built for businesses with straightforward finances who need reliable, accurate bookkeeping without the extras. It's the perfect starting point for solopreneurs, small businesses, and organizations with simple transaction volume.
What's included:
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Monthly transaction categorization and recording for up to 100 transactions
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Reconciliation for one bank account and one credit card
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Monthly Profit & Loss statement
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Monthly Balance Sheet
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Accounts Receivable support for up to 10 transactions per month, including routine invoicing and payment tracking
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Accounts Payable support for up to 5 transactions per month, including routine bill entry and payment recording
Help me stay on top of my finances.
Starts at $650/month
The Growth package is designed for businesses that are scaling and need more robust financial oversight. In addition to everything in Essential, Growth clients receive expanded transaction and account coverage, more detailed reporting, and a recurring check-in to review financial performance.
What's included:
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Expanded monthly transaction categorization and recording for up to 250 transactions
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Reconciliation across up to 3 bank and credit card accounts
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Monthly Profit & Loss statement
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Monthly Balance Sheet
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Expanded Accounts Receivable support for up to 25 transactions per month, including invoicing and payment tracking
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Expanded Accounts Payable support for up to 15 transactions per month, including bill entry and payment recording
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More detailed financial reporting
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A quarterly financial review to discuss trends and performance
GROWTH
FULL CHARGE
Take the bookkeeping off my plate.
Starts at $950/month
Our most comprehensive offering, Full-Charge bookkeeping is built for businesses, churches, nonprofits, and organizations that want to hand off the entirety of their financial recordkeeping. This package includes everything in Growth, plus month-end close procedures, general ledger maintenance, and hands-on budget tracking.
What's included:
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Comprehensive monthly transaction categorization and recording for up to 400 transactions
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Reconciliation across up to 5 bank, credit card, and loan accounts
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Full month-end close
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General ledger maintenance
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Journal entries and adjusting entries
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Robust Accounts Receivable support for up to 50 transactions per month, including invoicing and payment tracking
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Robust Accounts Payable support for up to 25 transactions per month, including bill entry and payment recording
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Budget tracking against actuals
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Monthly financial review meeting
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Customized financial reporting tailored to your business
Add-On Services
As your business grows, so do your bookkeeping needs.
The following services are available in addition to your monthly package,
so you only pay for what you actually need.
Transaction & Account Volume:
For businesses that exceed their package's included transaction count or maintain additional financial accounts, we offer flexible add-on capacity so your bookkeeping scales right alongside your business.
Expanded Accounts Receivable & Accounts Payable:
Need more invoicing, payment tracking, bill entry, or vendor payment support than your package includes? We offer additional AR/AP capacity, as well as fully standalone AR and AP services for businesses that want this handled independently of a bookkeeping package.
Payroll Management:
We provide full-service payroll support, including employee pay processing, payroll journal entries, and payroll reporting. Payroll pricing and setup are tailored to your business's pay frequency and number of employees, ensuring accurate, on-time payroll every cycle. One-time payroll setup is available for businesses onboarding payroll for the first time or transitioning from another provider.
W-2 Preparation:
Year-end W-2 preparation is included for our payroll clients. For businesses that manage payroll independently but need year-end forms prepared, we offer standalone W-2 preparation as well.
1099 Preparation:
We handle year-end 1099 preparation and filing for your independent contractors, based on complete and accurate contractor information provided during the year.
QuickBooks Online Setup:
New to QuickBooks Online or switching from another platform? We'll get your chart of accounts, bank connections, and financial structure set up correctly from day one.
QuickBooks Cleanup:
If your books have fallen behind or need correcting, we offer cleanup services to get your financials accurate and current.
Catch-Up Bookkeeping:
Behind on your bookkeeping? We offer catch-up services to bring your records fully up to date, so you have accurate financials no matter how far behind you've fallen.
Budget Preparation:
We'll work with you to build a realistic, actionable budget tailored to your business goals, giving you a clear financial roadmap for the year ahead.
Custom Financial Reporting:
For businesses that need more than standard financial statements, we offer customized reporting built around the specific metrics and insights that matter most to you.
Monthly Financial Review:
Beyond your standard reporting, we offer a recurring meeting to walk through your financials together, answer questions, and help you make informed decisions about your business.