Before we begin ongoing bookkeeping, we make sure your QuickBooks is set up for success. That means your account is either set up by us or verified through our review process before monthly services begin. Expect a beginning investment of $1,100 - $2,500
We lead.
Best for those who want us to manage the normal accounting cycle.
We manage the scope.
$850 flat rate
RECORD
✓ Banking Classifications
✓ Sales Platform Integration
VERIFY
✓ Banking Reconciles
✓ Payroll Reconciles
✓ Ongoing Review & Oversight
CLOSE
✓ Monthly Soft Close
✓ Annual Quickbooks Review
✓ Year End Close
DELIVERABLES
✓ Consistent Bookkeeping
✓ Monthly Reports
A/R, A/P, Accrual, Project tracking and other complex bookkeeping may be scoped separately.
We collaborate.
Best for those who know which services they want us to handle.
You choose the scope.
starting at $290+
RECORD
✓ Banking Classifications
ADD ONS
â–¡ Sales Platform Integration
VERIFY
✓ Specific Banking Reconciles
✓ Specific Review & Oversight
ADD ONS
â–¡ Payroll Reconciles
CLOSE
Not available monthly
DELIVERABLE ADD ON
â–¡ Monthly Reports
You lead.
Best for those who maintain their own books and want us to review.
You choose the scope.
starting at $105+
RECORD
It's Do-It-Yourself! You classify all transactions
ADD ONS
â–¡ Sales Platform Integration
VERIFY
✓ Specific Banking Reconciles
ADD ONS
â–¡ Payroll Reconciles
â–¡ Specific Review & Oversight
CLOSE
Not available monthly
DELIVERABLE ADD ON
â–¡ Monthly Reports
Focused accounting time for getting specific QuickBooks work done. Use them for Recording transactions, or Verifying accuracy. Paired well with a Quickbooks Review to ensure we're moving the needle.
Can be booked at any time by anyone.
We help creative entrepreneurs set up QuickBooks Online with clarity and confidence—so you can finally feel in control of your money and your future.
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