Your clients. Your craft.
Your books, handled.
Get organized, understand your numbers, and spend more time doing what you do best.
Opens your email app. We’ll confirm a time together.
Simple monthly support.
For independent professionals and small service businesses. Choose a starting point—we’ll confirm the right fit before work begins.
Essentials
For a smaller monthly workload.
- Up to 50 transactions per month
- Up to 2 bank or credit-card accounts
- Categorization & monthly reconciliations
- Monthly profit-and-loss report
- Monthly email summary
- Routine bookkeeping questions by email
Plus
For more activity and a regular check-in.
- Up to 150 transactions per month
- Up to 3 bank or credit-card accounts
- Everything included in Essentials
- Monthly 20-minute financial review
Behind on your books?
Catch-up and cleanup services help bring your records current. Receive a written scope and quote before work starts.
Need help with taxes?
Tax preparation and prior-year return reviews are available. We’ll review your situation and quote tax services separately.
An easy first step.
Monthly plans cover one service business with complete records. QuickBooks subscription is billed separately. Payroll, inventory, sales-tax filings, historical cleanup and tax preparation are not included in monthly plans. Final scope and pricing are confirmed before engagement. Please do not send passwords, verification codes or sensitive tax documents by text or email.