Solutions for your service-based business

From monthly bookkeeping to books clean-up, we have a solution for your business.

A woman working while having coffee
Invest in your business—save 50% today

50% off your first three months

Get started now with 50% off your first three months of monthly bookkeeping. For a limited time

a person writing and one hand on a laptop with a calculator in view

50% off first three months
Monthly Bookkeeping.

Our Books service provides ongoing management of your financial transactions, ensuring your books are always accurate and up-to-date. Your business will receive:

  • Categorization of transactions compliant with standard accounting principles.
  • Reconciliation of all bank accounts and credit cards.
  • Monthly and yearly book closures.
  • Monthly financial reports.
  • Optional weekly 15 minute one-on-one call.

With our Books service, you’ll have a clearer picture of your business’s financial health, making it easier to handle taxes and track progress toward your goals.

Books Catch-up.

Our Books Catch-up service helps you bring your financial records up to date, ensuring that no detail is overlooked. You'll receive:

  • Secure electronic storage of all your receipts.
  • Accurate categorization to align with your financial records.
  • Automated extraction and entry of receipt data.
  • Preparation and filing of payroll tax forms.
  • Maintenance of a complete record for tax compliance and audit preparedness.

Whether you're behind on a few months or need a full years catch-up, our Books Catch-up service gets your financials back on track. We’ll review, organize, and bring everything up to date.

Two employees holding trays of bread in a bakery
A man looking at printed graphic paper

Books Clean-up.

For upcoming audits, tax season, or changes or growth in your business, our Books Clean-up service is designed to organize and correct your financial records, ensuring they are accurate and up-to-date. You'll receive:

  • Books Clean-up Assessment (additional one-time charge).
  • Thorough review and correction of past transactions.
  • Reconciliation of all bank and credit card accounts.
  • Identification and correction of discrepancies.
  • Updated and accurate financial statements.
  • Documentation of changes made.

Check out our checklist to see if you might need a cleanup for your business books: 7 Reasons Why Your Business Might Need a Books Clean-Up Service.

Clean-up Pricing

Every business is unique when it comes to cleaning up books, which is why we begin with a call to understand your specific needs. After our consultation call, we’ll assess your current records and provide you with a custom quote for the work required.

New! Bookkeeping for Micro Businesses.

Bookkeeping for Micro Businesses offers affordable bookkeeping for small businesses with 50 transactions or less each month for a low-cost flat fee for the entire year. Your business will receive:

  • Categorization of transactions compliant with standard accounting principles.
  • Reconciliation of all bank accounts and credit cards.
  • A year-end financial statement.
  • A tax-ready report to simplify your filing.
  • A one-on-one call upon completion to review your financials and answer any questions.
  • We also offer a quarterly service with this plan.

With our Bookkeeping for Micro Businesses service, you’ll have accurate records for the year, making tax filing a breeze and giving you clear insights into your financial health—all at an affordable, flat yearly rate.

A man pointing something out on a tablet

Accounts Receivable.

Our Accounts Receivable service helps you manage your incoming payments efficiently, ensuring you get paid on time. You'll receive:

  • Secure electronic storage of all your receipts.
  • Accurate categorization to align with your financial records.
  • Automated extraction and entry of receipt data.
  • Preparation and filing of payroll tax forms
  • Maintenance of a complete record for tax compliance and audit preparedness.

Efficient receipt management saves time, reduces stress, and enhances financial accuracy, allowing you to focus on growing your business while ensuring compliance and preparedness for audits and tax season.

two men looking at a report with hardhats on.
A man sitting in the coffee shop working on his laptop.

Accounts Payable.

With our Accounts Payable service, you'll avoid late fees and maintain good relationships with your vendors, keeping your operations running smoothly.

  • Tracking and management of all incoming bills
  • Scheduling and processing of payments
  • Regular updates on account balances
  • Monthly accounts payable reports
  • Vendor management and communication

With our Accounts Payable service, you'll avoid late fees and maintain good relationships with your vendors, keeping your operations running smoothly.

Payroll.

Our Payroll service ensures your employees are paid accurately and on time, with all necessary deductions handled. You'll receive:

  • Secure electronic storage of all your receipts.
  • Accurate categorization to align with your financial records.
  • Automated extraction and entry of receipt data.
  • Preparation and filing of payroll tax forms
  • Maintenance of a complete record for tax compliance and audit preparedness.

Efficient receipt management saves time, reduces stress, and enhances financial accuracy, allowing you to focus on growing your business while ensuring compliance and preparedness for audits and tax season.

Leader leading his employees at a meeting table.
A man checking his tablet while holding a package

1099 Management.

Our 1099 service ensures all your independent contractors receive accurate 1099 forms on time. You'll receive:

  • Preparation and filing of 1099 forms.
  • Compliance with IRS regulations.
  • Distribution of forms to contractors.
  • Year-end summary reports.

Accurate and timely 1099 preparation ensures compliance with tax regulations and keeps your contractors happy, avoiding potential penalties.

Receipt Management.

We digitize, categorize, and store your receipts, ensuring accurate record-keeping and simplifying financial tracking. You'll receive:

  • Secure electronic storage of all your receipts.
  • Accurate categorization to align with your financial records.
  • Automated extraction and entry of receipt data.
  • Maintenance of a complete record for tax compliance and audit preparedness.

Efficient receipt management saves time, reduces stress, and enhances financial accuracy, allowing you to focus on growing your business while ensuring compliance and preparedness for audits and tax season.

A woman with a calculator in one hand and a receipt in the other and a table full of receipts

Latest Blog & News

No items found.

If you have questions, we have answers

Whether you have questions or are ready to start, we’re here to guide you at your pace.