ACCOUNTING DONE FOR YOU
ACCOUNTING DONE FOR YOU
Accurate, consistent bookkeeping — handled by your CPA team so you can focus on running your business, not reconciling your accounts.
Accounting Done For You
Your books are not just a compliance requirement — they're the foundation everything else is built on. Tax planning, investor conversations, lender applications, and business decisions all depend on numbers you can actually trust. Our bookkeeping services are built around that reality.
Every package is delivered by a CPA-led team using QuickBooks Online, with scope, response times, and advisory access calibrated to where your business is right now — and structured to grow with you as your needs change.
All prices are starting at. Your final monthly rate is confirmed at onboarding based on account count, transaction volume, and the specific scope your business requires.
What Weak or Absent Bookkeeping Actually Costs You
Decisions Made Blind
When your books are behind or unreliable, you're running your business on estimates and gut feelings instead of actual numbers. You can't know your real margins, your cash position, or whether growth is profitable — you're guessing.
Loan Applications That Fall Apart
Lenders and investors look at your financials first. Books that are disorganized, inconsistent, or months behind don't tell a story of a business worth backing — they signal risk. Clean, current books close deals; messy ones kill them.
Audit Exposure You Can't Defend
Indefensible expense categorizations, missing documentation, and inconsistent coding don't just cause IRS problems — they create liability you may not even know exists until it's already a problem.
Tax Season as a Recovery Project
When books haven't been maintained, tax preparation becomes a reconstruction exercise. That means higher fees, delayed filings, missed deductions, and the constant stress of knowing your accountant is working from incomplete information.
Choose Your Package
Clarity
Tier 1
$297 /mo starting at
Best for early-stage service businesses and home-based entrepreneurs with one primary operating account and straightforward financials.
What's included
- Reconciliation of your primary business checking account
- Transaction categorization and coding
- Chart of accounts setup and ongoing QBO maintenance
- Annual P&L and balance sheet for tax preparation
- Year-end AR/AP review with stale items flagged
- Annual depreciation journal entries
Delivery by the 20th · Email access · 5-business-day response
Confidence
Tier 2
$497 /mo starting at
Best for growing service businesses and real estate investors who need monthly visibility into their numbers and direct CPA access.
- Everything in Clarity, plus
- Monthly P&L statement in standard QBO format
- Quarterly AR/AP review with aging summaries and recommendations
- 2 advisor sessions per year (30 minutes each)
- Email + phone access with 2-business-day response
Delivery by the 15th · Email + phone · 2-business-day response
Peace of Mind
Tier 3
$797 /mo starting at
Best for established service businesses and real estate investors who want their books driving decisions and are positioned for proactive tax planning.
- Everything in Confidence, plus
- Reconciliation of up to 2 accounts (primary + one additional)
- Monthly P&L, balance sheet, and cash flow summary
- Monthly AR/AP review with aging reports
- Monthly payroll reconciliation included
- Year-end Financial Review narrative with KPI/ratio analysis
- 4 quarterly advisor sessions per year
- Third-party accounting representation for lenders and investors
- Tax Savings Assessment invitation at month 6
Delivery by the 10th · Priority access · 1-business-day response
Lower-activity business? Ask about our quarterly option when you schedule your bookkeeping consultation.
What Every Package Includes
CPA-Led Oversight
Every engagement is reviewed and managed by a Certified Public Accountant — not handed off to a junior bookkeeper without professional oversight.
Tax-Ready Books
Your books stay organized and reconciled throughout the year so tax preparation is smooth, accurate, and not a last-minute scramble every spring.
Chart of Accounts Setup
Your QBO file is configured correctly from day one — built for your business type, not a generic template that forces you to decode your own reports.
Consistent Monthly Cadence
Deliverables arrive on a fixed schedule every month — not whenever we get around to it. Delivery deadlines vary by tier and are committed to at onboarding.
How It Works
Consultation
We meet to understand your business, review your current books or starting point, and confirm which package is the right fit. Setup fee is collected before work begins.
Setup
Your QBO file is built or cleaned up. Chart of accounts is configured for your entity and industry. Accounts are connected and the first reconciliation is completed.
Monthly Work
Each month we categorize transactions, reconcile accounts, and deliver your reports on schedule. You respond to any clarification requests within the agreed window.
Year-Round Support
Your books are always current, your tax return is never a project to recover from, and your CPA is available — within your package's response terms — when questions come up.
Ready to Get Your Books Off Your Plate?
Schedule a bookkeeping consultation. We'll review your situation, confirm which package is the right fit, and give you a clear picture of what getting started looks like.
