supporting business owners with precise financial insights and expert guidance
We help business owners gain clarity and confidence in their finances with 1:1 bookkeeping
We closely partner with Sisk, Greene & Associates CPAs to provide optional tax filing services on our monthly packages.
Our primary focus is on providing insight each month to help guide your financial decisions.
No matter how small you are, you need to know what is happening with your sales, costs and profits. By tracking your numbers, you’ll be able to make informed decisions that will increase your profit.
Prompt Communication: We pride ourselves on prompt communication, touching base at the very least monthly to keep your financial records current and accurate—no more waiting until quarter or year-end. All emails will be responded within 24-48 business hours.
Specialized Expertise: Bookkeepers focus on day-to-day financial recording and reporting, complementing a CPA's tax and analysis skills.
Cost-Effective Efficiency: Hiring a dedicated bookkeeper is often more cost-effective in the long run. By outsourcing routine financial tasks, you avoid higher CPA rates focused on tax preparation and strategic advice. This streamlines your finances and keeps operational costs controlled, allowing better resource allocation for business growth.
Strategic Insights: With ongoing bookkeeping, we provide timely financial insights for informed business decisions and improved cash flow management.
Compliance and Accuracy: Ensuring precise records and tax-ready documentation throughout the year supports seamless tax preparation and audits.
Choosing a dedicated bookkeeper like us means proactive financial management tailored to your business needs.
We can help clean up any messy transactions or inaccurate records from your past. We will discuss the details as necessary for your specific situation and get your books all cleaned up!
After the initial setup of your account, we will handle your bookkeeping on a monthly basis.
We will categorize costs + income transactions on a weekly basis. After we have gone through the transactions, we will contact you with any questions we may have. Once answered, you will receive a tidy and simple financial report delivered to you by the 15th of the month.
Our monthly packages start at $350/month and increase depending on your business size, complexity, and needs.
A one-time onboarding fee of $300 is applied to all monthly packages. If additional clean up/catch up needed within your accounts, there will be a one time cleanup fee.
You will be billed on a recurring subscription basis.