Bookkeeping & Beyond

Services that Keep Your Business Moving

Whether you're catching up or staying ahead, we offer flexible, judgment-free services tailored to your business. Explore our core offerings below.

Our services.

  • Monthly Bookkeeping

    Monthly Bookkeeping

    Hands-off, accurate monthly support for growing businesses.

    Includes:

    - Monthly reconciliation of transactions

    - Clear financial reports (P&L, Balance Sheet, etc.)

    - Ongoing communication and document handling

    - CPA collaboration when needed

    - Flat-rate pricing based on volume

  • Cleanup & Catch-Up Projects (3-month minimum)

    Cleanup & Catch-Up

    Let’s get those books in order — no judgment, just clarity.

    Includes:

    - Review of current bookkeeping

    - Reconciliation of prior months

    - Corrections for past errors

    - Monthly reports created for each cleaned-up period

    - Gets you CPA-ready or prepped for ongoing services

  • Custom Services & Add-Ons

    Custom Services & Add-Ons

    Extra support, tailored to your unique business.

    Options:

    - QuickBooks or Xero setup and training

    - Chart of Accounts redesign

    - Receipt & file organization

    - Financial dashboards & visuals

    - CPA-ready report packages

  • Let’s Chat About Your Numbers

    Not Sure Where to Start?

    Let’s talk through it. Book your $25 Discovery Call and we’ll help you decide what’s best.