Perfect for business owners who want clean books, consistent support, and peace of mind—all at an accessible price.
What’s Included
- QuickBooks Cleanup & Setup — We’ll tidy up your books and ensure they’re ready for smooth financial management.
- Dedicated Accounting Specialist — You’ll work with the same knowledgeable expert each month.
- Monthly Bookkeeping Services — Includes bank and credit card reconciliations and categorization.
- Standard Reports — Profit & Loss, balance sheet, and transaction summary delivered monthly.
- Email Support & Live Q&A Access — Ask questions any time or join our group Q&A sessions.
- Quarterly Financial Workshops — Learn about budgeting, KPIs, deductions, estimated taxes, and more.
- Tax Prep Add-On Available — Hand off your records for year-end-ready taxes (additional fee).
Pricing
We tailor pricing to your structure:
| Entity Type | One-Time Setup | Monthly Fee* |
|---|---|---|
| Sole Proprietor / LLC | $299 | $299 + QuickBooks subscription |
| S Corporation | $299 | $349 + QuickBooks subscription |
*QuickBooks cost is passed through. Pricing is transparent with no surprise charges.
How It Works
- Book Your Kickoff Session — We’ll assess your needs and gather access to your accounts.
- QuickBooks Setup & Cleanup — Seamlessly clean up your data and onboard your accounts.
- On-Going Monthly Bookkeeping — Receive up-to-date financials and tax-ready books.
- Quarterly Education & Reporting — Empower your decisions with workshops and report insights.
Who This Is For
- Small-business owners and solo entrepreneurs who aren’t bookkeepers.
- Anyone tired of DIY accounting and ready for organized, accurate financials.
- Strategic learners: you want reliable numbers and to understand them better over time.
Why Choose Us
- Expert-Led Support — Work with QuickBooks-certified professionals via email and group Q&A.
- Educational Advantage — Beyond bookkeeping, we equip you with financial skills.
- Tax-Ready by Design — Your books won’t just look neat—they’ll be ready for filing.
- Transparent Pricing, Trusted Service — No surprises. Just clarity and consistency.
Ready for cleaner books, better reports, and smarter financial management?