Bookkeeping Services

Accurate & Reliable Bookkeeping to Keep Your Business on Track

Managing your business finances can be overwhelming. Our professional bookkeeping services ensure your financial records are accurate, up-to-date, and compliant with industry standards.

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Why Choose Our Bookkeeping Services

Experienced bookkeepers

Skilled professionals dedicated to delivering precise bookkeeping.

Accurate financial records

Reliable and meticulous record-keeping for your business.

Time-saving solutions

Efficient processes that free up your time for what matters most.

Customized to your business needs

Tailored bookkeeping services that fit your unique business requirements.

Subscription and a la carte options

Flexible plans, including subscription and pay-as-you-go services.

Secure client portal

Access your documents and communicate securely through our user-friendly portal.

Billed Annually

Starting at $245/Month

Our Accounting & Bookkeeping plan include

Set-up company books and payroll

Bookkeeping and payroll training

Monthly categorization of business transactions

Reconciliation of business bank and credit card accounts

Expert review of financial reports

Financial reports package delivered monthly

Close books at end of year and prepare for taxes

14-day free trial of our services.

Pricing & Packages

Your financial freedom Starts here

Enjoy $0 setup fee & choose a plan that suits your business

Monthly
Annually (Save Up-to 20%)

Basic

For Growing Businesses, Soloprenuers & Freelancers

$299 /month

What’s included

Try it free for 14 days

Most Popular

Pro

For Small Businesses

$549 /month

What’s included

Try it free for 14 days

Enterprise

For Corporations and Non-Profits

$999 /month

What’s included

Try it free for 14 days

Custom

Best for Corporate Enterprises & Franchises

$ Call for the price

What’s included

Try it free for 14 days

Features

Basic $299

For Growing Businesses, Soloprenuers & Freelancers

Pro $549

For Small Businesses

Enterprise $999

For Corporations and Non-Profits

Custom

Best for Corporate Enterprises & Franchises

Qualifying Revenue

$0 - $250K

$251K - $500K

$501K - $1M

$1M+

Bookkeeping Services

Individual Tax Preparation and Filing for owners and employees

Payroll Processing

1 person

2 - 5 people

6 - 10 people

11+ people

Financial Statement Preparation

Beneficial Ownership Information (BOI) Report Preparation

Tax Strategy

Startup Advisory Services

Annual

Quarterly

Monthly

Financial Planning and Analysis

Corporate Tax Consulting

State Sales & Use Tax

Tax Resolution Services

Government Contracting Assistance

Business Certifications

Virtual CFO Services

Inventory Management

Real Estate and Property Accounting

Not sure which plan you need? 

Basic

For Growing Businesses, Soloprenuers & Freelancers

$199/month

What’s included

Try it free for 14 days

Pro

For Small Businesses

$299/month

What’s included

Try it free for 14 days

Enterprise

For Corporations and Non-Profits

$399/month

What’s included

Try it free for 14 days

Features

Enjoy $0 Set Up Fee

Basic $199

For Growing Businesses, Soloprenuers & Freelancers

Pro $299

For Small Businesses

Enterprise $399

For Corporations and Non-Profits

Expenses

Up to $40,000

Up to $60,000

Up to $80,000

Secure Portal with Document Storage

Automatic transaction import

Quarterly Reports

P&L, balance sheet, and cash flow statements

Payroll and balance sheet reconciliation

Connections to financial institutions including: banks, credit cards, and payment processors

Chart of accounts

Billable expenses

Business App Integrations

Full, on-demand access to Quickbooks or Xero accounting software

Custom reporting

Month End Close with Bank/Credit Card Reconciliation

Multiple currency support

Financial Statements Analysis

Financial statement creation and delivery

Supporting schedules

Accounts Payable Analysis

Monthly phone reviews

Unlimited Support and training

Expedited books delivery

Special transactions including: bills, invoices, checks and reimbursements

Unlimited Q&A to our Firm for any type of tax consultation and planning.

Monthly reconciliation delivered to your inbox

Inventory tracking

Multiple entity support

Support for classes, departments, or locations

Priority support

Guidance from a dedicated success manager

Annual income tax filing for businesses (partnerships, S corps, C corps)

$100,000 or more of Monthly expenses please give us a call for customized pricing.
Clients choose the program of choice or Quickbooks will automatically be chosen as the default solution.

Basic

For Growing Businesses, Soloprenuers & Freelancers

$99/month

What’s included

Try it free for 14 days

Pro

For Small Businesses

$199/month

What’s included

Try it free for 14 days

Enterprise

For Corporations and Non-Profits

$299/month

What’s included

Try it free for 14 days

Features

Enjoy $0 Set Up Fee

Basic $99

For Growing Businesses, Soloprenuers & Freelancers

Pro $199

For Small Businesses

Enterprise $299

For Corporations and Non-Profits

Accounts connected

Up to 2

Up to 4

Up to 6

Quarterly Bank Reconciliations.

Quarterly Credit Card Reconciliations.

QuarterlyQuarterly Financial Reports and Customized Reports for analysis. Reports

Balance Sheet

Profit & Loss

Review Bank Statement

Balance Bank Accounts

General Ledger Entries

Cash Flow

Irregularities Discovery

Monthly Bank Reconciliations.

Monthly Credit Card Reconciliations.

Monthly Financial Reports and Customized Reports for analysis.

Chart of Accounts Reconciliations

Financial Statements Analysis

Bill and Bill Payment Assistance.

Accounts Receivables Analysis

Accounts Payable Analysis

Detailed Expenses and Cost of Goods Sold analysis on a monthly basis.

Unlimited Support and training

Monthly Revision

Sales Tax Form Preparation

Unlimited Q&A to our Firm for any type of tax consultation and planning.

Adjust Prepayments

Basic

For Growing Businesses, Soloprenuers & Freelancers

$245 /month

What’s included

Try it free for 14 days

Most Popular

Pro

For Small Businesses

$495 /month

What’s included

Try it free for 14 days

Enterprise

For Corporations and Non-Profits

$945 /month

What’s included

Try it free for 14 days

Custom

Best for Corporate Enterprises & Franchises

$ Call for the price

What’s included

Try it free for 14 days

Features

Basic $245

For Growing Businesses, Soloprenuers & Freelancers

Pro $495

For Small Businesses

Enterprise $945

For Corporations and Non-Profits

Custom

Best for Corporate Enterprises & Franchises

Qualifying Revenue

$0 - $250K

$251K - $500K

$501K - $1M

$1M+

Bookkeeping Services

Individual Tax Preparation and Filing for owners and employees

Payroll Processing

1 person

2 - 5 people

6 - 10 people

11+ people

Financial Statement Preparation

Beneficial Ownership Information (BOI) Report Preparation

Tax Strategy

Startup Advisory Services

Annual

Quarterly

Monthly

Financial Planning and Analysis

Corporate Tax Consulting

State Sales & Use Tax

Tax Resolution Services

Government Contracting Assistance

Business Certifications

Virtual CFO Services

Inventory Management

Real Estate and Property Accounting

Not sure which plan you need? 

Basic

For Growing Businesses, Soloprenuers & Freelancers

$199/month

What’s included

Try it free for 14 days

Pro

For Small Businesses

$299/month

What’s included

Try it free for 14 days

Enterprise

For Corporations and Non-Profits

$399/month

What’s included

Try it free for 14 days

Features

Enjoy $0 Set Up Fee

Basic $199

For Growing Businesses, Soloprenuers & Freelancers

Pro $299

For Small Businesses

Enterprise $399

For Corporations and Non-Profits

Expenses

Up to $40,000

Up to $60,000

Up to $80,000

Secure Portal with Document Storage

Automatic transaction import

Quarterly Reports

P&L, balance sheet, and cash flow statements

Payroll and balance sheet reconciliation

Connections to financial institutions including: banks, credit cards, and payment processors

Chart of accounts

Billable expenses

Business App Integrations

Full, on-demand access to Quickbooks or Xero accounting software

Custom reporting

Month End Close with Bank/Credit Card Reconciliation

Multiple currency support

Financial Statements Analysis

Financial statement creation and delivery

Supporting schedules

Accounts Payable Analysis

Monthly phone reviews

Unlimited Support and training

Expedited books delivery

Special transactions including: bills, invoices, checks and reimbursements

Unlimited Q&A to our Firm for any type of tax consultation and planning.

Monthly reconciliation delivered to your inbox

Inventory tracking

Multiple entity support

Support for classes, departments, or locations

Priority support

Guidance from a dedicated success manager

Annual income tax filing for businesses (partnerships, S corps, C corps)

$100,000 or more of Monthly expenses please give us a call for customized pricing.
Clients choose the program of choice or Quickbooks will automatically be chosen as the default solution.

Basic

For Growing Businesses, Soloprenuers & Freelancers

$99/month

What’s included

Try it free for 14 days

Pro

For Small Businesses

$199/month

What’s included

Try it free for 14 days

Enterprise

For Corporations and Non-Profits

$299/month

What’s included

Try it free for 14 days

Features

Enjoy $0 Set Up Fee

Basic $99

For Growing Businesses, Soloprenuers & Freelancers

Pro $199

For Small Businesses

Enterprise $299

For Corporations and Non-Profits

Accounts connected

Up to 2

Up to 4

Up to 6

Quarterly Bank Reconciliations.

Quarterly Credit Card Reconciliations.

QuarterlyQuarterly Financial Reports and Customized Reports for analysis. Reports

Balance Sheet

Profit & Loss

Review Bank Statement

Balance Bank Accounts

General Ledger Entries

Cash Flow

Irregularities Discovery

Monthly Bank Reconciliations.

Monthly Credit Card Reconciliations.

Monthly Financial Reports and Customized Reports for analysis.

Chart of Accounts Reconciliations

Financial Statements Analysis

Bill and Bill Payment Assistance.

Accounts Receivables Analysis

Accounts Payable Analysis

Detailed Expenses and Cost of Goods Sold analysis on a monthly basis.

Unlimited Support and training

Monthly Revision

Sales Tax Form Preparation

Unlimited Q&A to our Firm for any type of tax consultation and planning.

Adjust Prepayments

Our Bookkeeping Process

Initial
Consultation

We discuss your bookkeeping needs and develop a customized plan.

Setup &
Organize

We organize and set up your financial records.

Ongoing Maintenance

Regular updates and reconciliations to keep your records current.

Monthly
Reporting

Monthly, quarterly, and annual financial reports for informed decision-making.

Trusted by 2,000+ clients just like you

Let our clients do the talking

You’re a click away from financial clarity book your call today.

During our 15 minute Financial Clarity Call, you’ll experience the clarity that comes with knowing your next step(s) when it comes to your financial goals.

Teamwork

Don’t miss a thing —get up to 10% off your first order!

Enter your email and you’ll get an exclusive discount on your first order and be one of the first to receive our monthly GOALS E-series launching in November 2024.

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