Peace of Mind, Profit on Purpose.
Virtual bookkeeping and financial management services designed to bring you clarity, reduce financial stress, and free up your time so you can focus on growing your business with confidence.
Simple, Supportive Financial Management for Your Business
Managing your business finances doesn’t have to be overwhelming. Our virtual bookkeeping and financial management services are designed to take the stress off your shoulders, keep your numbers organized, and give you the clarity and confidence to make smart financial decisions — without the headache.
Choose Your Bookkeeping Plan
-
Basic
Best for: freelancers, startups, and small businesses. We ensure that your financials are organized and compliant, freeing you to focus on growing your business.
Includes:
Recording and categorizing all daily transactions
Reconciling bank and credit card statements monthly
Monthly financial re-cap report including basic profit/loss, account values, and money in/out
Client Support: E-mail
Cloud Based Document and Records Management
Our Basic Plan is designed to keep your financial records accurate and up to date, providing a solid foundation for your business decisions.
Price: $300/month
Book a Discovery Call Today to Get Started!
-
Standard
Best for: Small and/or growing businesses. Let us focus on the numbers so you can focus on growing and running your business.
Includes:
Everything in the Basic Plan Plus:
Monthly financial statement preparation (Profit & Loss, Balance Sheet, Cash Flow Statement)
Accounts Payable & Receivable reporting
Quarterly financial review meeting
Client support: E-mail/text
Our Essentials Plan is designed to keep your financial records accurate, organized, and up-to-date. You’ll have a clear financial snapshot to help you make informed business decisions while ensuring compliance and minimizing errors.
Price: $600/month
Book a Discovery Call Today to Get Started!
-
Premium
Best for: nonprofit organizations, larger and/or established businesses, or any business needing more comprehensive financial oversight and strategic financial planning.
Includes:
Everything in the Standard Plan Plus:
Up to 2 hour discovery call
Full Service Accounts Payable & Receivable Management - bill & invoice creation, payment tracking, and reporting
Monthly financial review meeting
Cash Flow Forecasting & Strategic Planning
Customized financial reports based on individual business needs
Client support: E-mail/text/phone
Our Premium Plan offers comprehensive financial management for larger businesses or those in need of advanced financial analysis, compliance, and personalized consulting.
Price: $1200/month
Book a Discovery Call Today to Get Started!
Or Take a More DIY Approach…
QuickBooks Setup & Training Packages
-
Basic
Perfect for freelancers, solopreneurs, or new businesses needing a solid QuickBooks foundation without the extra bells and whistles.
Includes:
Company File Setup
Create and configure your QuickBooks Online (QBO) account
Enter company details (name, address, EIN, fiscal year, etc.)
Chart of Accounts
Set up a standard chart of accounts tailored to your industry
Includes income, expense, asset, liability, and equity categories
Bank & Credit Card Connection
Link up to 2 bank/credit card accounts for automatic transaction syncing
Customer & Vendor List Setup
Import or manually input up to 25 contacts (customers/suppliers)
Sales Tax Setup
Configure sales tax if applicable (basic rules, single jurisdiction)
Product/Service Items
Set up to 10 service or product items with appropriate income accounts
User Access Setup
Set up access for 1–2 users with appropriate roles and permissions
Training & Support
1-hour 1-on-1 training session (virtual)
❌ Not Included:
Historical transaction cleanup or catch-up
Accounts Payable & Receivable workflows
Custom reports or class/location tracking
Payroll or time tracking setup
Advanced integrations (e.g., POS, eCommerce, CRM)
Price: $250
Book a Discovery Call Today to Get Started!
-
Standard
Perfect for small to mid-sized businesses needing more than just a basic setup — including full integration, foundational workflows, and hands-on training.
Includes:
Everything in Basic Package Plus:
Bank & Credit Card Integration
Connect up to 4 accounts (bank or credit card)
Test automatic transaction import and rules
Customer & Vendor List Setup
Import or manually enter up to 100 contacts
Clean formatting for consistency
Sales Tax Configuration
Multi-jurisdictional tax setup
Assistance with automations for recurring tax entries
Product/Service List Setup
Add up to 30 items (products or services)
Link to income accounts for accurate reporting
User Access Setup
Set up access for up to 5 users
Roles/permissions based on responsibilities (bookkeeper, sales, etc.)
Beginning Balances Entry
Enter starting balances for up to 3 accounts (checking, credit card, A/R, A/P, etc.)
Accounts Payable/Receivable Setup
Basic workflow setup for:
Invoicing clients
Entering vendor bills
Setting payment terms
Training & Support
Overview of dashboard, invoicing, reports, and reconciliations
Training materials (PDF quick guide + cheat sheet)
7-day post-setup support via email/text
❌ Not Included:
Historical transaction cleanup or catch-up
Custom reports or class/location tracking
Payroll or time tracking setup
Advanced integrations (e.g., POS, eCommerce, CRM)
Price: $500
Book a Discovery Call Today to Get Started!
-
Premium
Perfect for growing or established businesses, this full-service QuickBooks implementation includes advanced workflows, deep customization, app integrations, and hands-on training with post-setup support.
Includes:
Everything in Standard Package Plus:
Chart of Accounts
Includes class or location tracking (if needed)
Bank & Credit Card Integration
Connect unlimited accounts (bank, credit cards, PayPal, etc.)
Customer & Vendor List Setup
Import, clean, and organize unlimited contacts
Sales Tax Configuration
Full setup of multi-jurisdictional tax rules
Integration with third-party tax platforms if needed (e.g., Avalara)
Product/Service List Setup
Add and organize unlimited items
Inventory setup, if applicable
User Access Setup
Set up and train entire team with custom user roles & permissions
Admin access, bookkeeper roles, sales-only roles, etc.
Beginning Balances Entry
Enter beginning balances for all applicable accounts
Tie in prior year or legacy system data for continuity
Full A/P and A/R Workflow Setup
End-to-end setup for invoicing, billing, and payment tracking
Recurring invoice/bill automation
Payment terms, reminders, and late fee configuration
Integration with payment processors (e.g., Stripe, Square)
Custom Reports & Dashboards
Set up of customized financial reports (e.g., P&L by class, cash flow by location)
Build dashboard views tailored to owner or department needs
QuickBooks App Integrations
Integration with up to 3 third-party apps (e.g., Shopify, Gusto, Expensify, HubSpot)
Configuration + light workflow setup
Training & Support
Up to 2 hours of virtual training (can be split into multiple sessions)
Covers: navigation, invoicing, reports, reconciliations, workflow best practices
Follow-up Q&A session within 30 days
Training materials (PDF guides, workflow checklists, optional session recording)
30-day unlimited support via email, text, and scheduled phone/video calls
❌ Not Included:
Payroll or time tracking setup
Price: $1000
Book a Discovery Call Today to Get Started!