Our Services

Here 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. Schedule your free consultation today to find the right fit for your business.

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Income and Expense Tracking

Description:
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.

Why it matters for your bottom line:

  • 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

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Account Reconciliation

Description:
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.

Why it matters for your bottom line:

  • 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

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Financial Statements

Description:
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.

Why it matters for your bottom line:

  • 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

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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