Bookkeeping and payroll support for the way your business works.
Keep your books current, catch up on overdue records, get help with a specific bookkeeping project, or discuss payroll support for your team. We agree on the work your business needs before getting started.
QuickBooks Cleanup
Review transaction categories, reconcile accounts, remove duplicate transactions, and organize your QuickBooks records. Scope and timing are agreed after reviewing the condition of the books.
Discuss this serviceCatch-Up Bookkeeping
Import and categorize transactions from missing periods and reconcile accounts so overdue bookkeeping can be brought up to date. The number of months and available records determine the scope.
Discuss this serviceBank Reconciliation
Match recorded transactions to bank statements, investigate discrepancies, and prepare reconciliation reports so you have a clearer understanding of the account balances.
Discuss this serviceMonthly Bookkeeping
Maintain organized income and expense records, reconcile the accounts covered by your package, and prepare the financial reports included in your plan. Reporting and support vary by package.
Discuss this serviceQuickBooks Setup
Set up your chart of accounts, bank connections, and basic transaction categories around your business. Software access and the setup scope are confirmed before work begins.
Discuss this serviceData Migration
Support agreed migrations such as Excel to QuickBooks by importing transactions, setting up accounts, and verifying balances. Source data and destination compatibility are confirmed before the migration scope is agreed.
Discuss this serviceFinancial Reporting
Prepare profit and loss statements, balance sheets, and basic analysis based on your bookkeeping records. The reporting period, frequency, and any work needed to prepare the underlying books are agreed in advance.
Discuss this servicePayroll Services
Get practical support with your payroll workflow so there is one less administrative task competing for your attention. We work with you to organize payroll information, support your agreed payroll process, and keep payroll records aligned with your bookkeeping. The specific services, payroll system, and responsibilities are agreed before work begins.
Discuss PayrollPayroll scope note: Payroll services are scoped separately and can be discussed alongside any bookkeeping package.
Bookkeeping packages built around your business.
Choose a starting point based on your transaction volume, reporting needs, and the support your business needs. We'll help you find the right fit during a discovery call.
Starter
For solopreneurs, freelancers, consultants, and small service businesses with straightforward books.
- Up to 75 transactions per month.
- Reconciliation of 1 bank account.
- Reconciliation of 1 credit card account.
- Monthly Profit & Loss report.
- Email support.
Growth
For growing businessesFor growing small businesses that need broader monthly reporting.
- Up to 200 transactions per month.
- Up to 3 financial accounts in total.
- Monthly bank and credit card reconciliation within that account allowance.
- Profit & Loss and Balance Sheet.
- Basic financial insights.
- Email and chat support.
Premium
Custom-scoped support for higher-volume or more complex books.
- Advanced reconciliations.
- Monthly financial reports.
- Cash flow summary.
- Financial review call.
- Priority support.
- Integration support, such as Stripe or Shopify, where included in the agreed scope.
- Transaction and account coverage confirmed in the proposal.
Each package is a starting point for the support your business needs. Services, account coverage, and responsibilities are confirmed before work begins. Cleanup, catch-up, setup, migration, and payroll services are scoped separately and are not automatically included in a monthly bookkeeping package.
Not sure which package fits? Let's talk about your business.
Need help with one specific project?
Ask about QuickBooks cleanup, catch-up bookkeeping, reconciliation, setup, data migration, or financial reporting. We'll review the work and discuss the right next step.
Discuss Your ProjectNeed payroll support too?
Tell us about your team and current payroll process. We'll discuss how payroll services can work alongside your bookkeeping support.
Discuss PayrollFrequently asked questions
Ready to find the right support for your books?
Tell us where things stand and the help you need. We'll discuss the next step together.