Essential solutions, zero long-term commitment. Perfect for businesses that need a fix, not a subscription. โ with 100% tax-deductible monthly support.
One-Time Bookkeeping & Financial Projects
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๐ Catch-Up Bookkeeping
Get Back on Track โ Fast
We bring months (or years) of bookkeeping current with speed and accuracy. Ideal before big decisions or tax season. Gain clarity, reduce risk.๐ฒ $600โ$2,000+
Based on volume of transactions and time period covered. -
๐๏ธ Digital Systems Migration
Go Paperless, Stay Audit-Ready
We digitize your invoices, receipts, and financial records into a clean, cloud-based system. Save space, stay compliant, and simplify everything.๐ฒ $750โ$1,000
Billed hourly. Most clients book 1โ2 hours. -
๐ Financial Strategy Session
High-Impact Business Advisory โ Without the Retainer
A focused 60-minute meeting to improve financial processes, cash flow, or strategic direction. Great for business owners who want clarity and action fast.๐ฒ $150/hr
Billed hourly. Most clients book 1โ2 hours. -
๐งพ Year-End Tax Prep (Bookkeeping)
Make Filing Season Smooth, Not Stressful
Weโll reconcile your books, prep clean reports, and package everything your CPA needs to file efficiently. No scrambling, no surprise fees.๐ฒ $750โ$1,500
Includes reconciliations, clean-up, and CPA-ready reports. -
๐งฎ QuickBooks Setup & Optimization
QuickBooks Built for How You Work
Weโll configure or tune up your QuickBooks Online system โ from your chart of accounts to automation tools and custom reports. No generic setup. All tailored to you.๐ฒ $400โ$1,000
Depends on number of accounts, integrations, and business complexity. -
๐ Custom Financial Dashboards
Visual Tools to Track What Matters
We build custom Excel dashboards and templates to help you track budgets, cash flow, payroll, KPIs, and more. Built from scratch for your business โ not copied from templates.๐ฒ $500โ$1,200
Scope based on number of dashboards, features, and data points.
Project Based Bookkeeping Services
Need help with a one-time or custom bookkeeping project? From payroll corrections to full-year reconciliations, we offer flexible, hourly support tailored to your needs. No monthly package required โ just reliable, expert service when you need it most.