Our Services

Below is a list of services included in the Essentials and Core Plans. These cover the key services most businesses need.

For a tailored solution, the Concierge Plan offers fully customizable support.

FIND THE RIGHT FIT FOR YOUR BUSINESS!

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Income and Expense Tracking

Track every dollar that comes in and goes out of your business, organizing your transactions into accurate, tax-ready categories. This gives you a clear view of your cash flow, helps you understand where your money is going, and makes tax season a breeze.

  • Prevents overspending by clearly showing where money leaks occur

  • Identifies deductible expenses you might otherwise miss

  • Helps set realistic budgets based on actual spending trends

  • Reduces costly errors from DIY tracking or inconsistent categorization

  • Makes it easier to qualify for financing or apply for grants with clean records

Why it matters for your bottom line:

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Account Reconciliation

Regularly match your bookkeeping records to your bank and credit card statements to ensure every transaction is accounted for and nothing slips through the cracks. This catches errors early and ensures your books are always accurate.

  • Detects double charges, fraudulent activity, or bank errors before they snowball

  • Saves time and money during tax prep by keeping everything in sync

  • Improves your financial credibility with lenders and potential partners

  • Avoids penalties from reporting incorrect numbers to the IRS

  • Reduces stress by giving you confidence that your books are always correct

Why it matters for your bottom line:

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Financial Statements

Generate monthly Profit & Loss Statements, Balance Sheets, and Cash Flow Reports so you can see how your business is truly performing. These reports provide insights that go far beyond your bank balance.

  • Helps you make informed decisions based on real-time financial data

  • Pinpoints which products or services are most (and least) profitable

  • Supports tax planning strategies to reduce your annual liability

  • Identifies trends that allow you to course-correct early

  • Gives you a financial roadmap to grow with confidence

Why it matters for your bottom line:

PLANS

Whether you’re looking for the bare minimum or you’d liked the slate wiped clean, we’ve got your back.

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  • Account Reconciliation

    (Up to two accounts)

  • Income and Expense Tracking

    (Up to 100 transactions)

  • Monthly Profit/Loss reports

  • Email support

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  • Account Reconciliation

    (Up to four accounts)

  • Income and Expense Tracking

    (Up to 300 transactions)

  • Monthly Profit/Loss and Balance Sheet reports

  • Email + limited phone support

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  • Account Reconciliation

    (Unlimited accounts)

  • Income and Expense Tracking

    (Unlimited number of transactions)

  • Custom Financial Reports

  • Priority email + phone support

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  • QuickBooks Online Setup

  • Reconciliation of backlogged books

  • Cleanup Services

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