Get Back on Track — Fast
We bring your books current quickly and accurately so you can operate with clarity and confidence. Ideal for businesses with months (or years) of data to clean up before making decisions or filing taxes.

($600 - $2,000+)

Based on volume of transactions and number of months/years to reconcile.

Digitize Receipts, Invoices & Paper Trails
We’ll help you reduce clutter and streamline recordkeeping by moving your business to a secure digital system. Gain back time and storage while staying audit ready.

($750-$1,000)

Billed hourly; most clients book 1–2 hours.

A Focused Advisory Session for Business Owners
One 60-minute meeting to help you answer complex financial questions, improve internal processes, or plan for growth. No retainer required.

($150/hr)

Billed hourly; most clients book 1–2 hours.

Be Ready for Tax Season — Without the Last-Minute Scramble
We organize, reconcile, and prepare your financials so you're fully tax ready. Clean reports, complete documentation, and zero guesswork. Make it easy for your CPA to file on time. No missed forms. No extra billable hours. Just smooth, professional handoff.

($750 - $1,500)

Includes reconciliations, cleanup, and report prep for your CPA.

Professional Setup, Built for Your Workflow
We configure your QuickBooks environment from the ground up — including chart of accounts, bank feed sync, automation rules, and reporting tools tailored to your business model.

($400 - $1,000)

Depends on complexity, number of accounts, and integrations needed.

Tailored Excel Tools for Finance, Budgeting & Tracking
We design custom spreadsheets for internal use — from budget templates to financial dashboards — no templates, no guesswork, just exactly what you need.

($500-$1,200)

Custom Excel tools for budgeting, payroll, dashboards, and more