Every month, we meticulously categorize all your business-related income and expense transactions. From this data, we compile a comprehensive monthly financial statement that includes both a Balance Sheet and a Profit and Loss report. These reports serve two critical purposes: first, they provide insights into your business’s past performance, enabling informed decisions for the future; second, they are essential for tax planning and securing mid-year loans. Plus, enjoy unlimited email and text support—we’re here to assist you!

While our standard monthly package covers essential income and expense tracking, we offer additional services as add-ons. These include accrual basis accounting, detailed financial reports with class tracking or job profitability insights, invoicing, bill payment, payroll management, sales tax filing, and tax planning and preparation. Additionally, you can opt for monthly strategy sessions at an extra cost.

Simple! Reach out to us! For precise pricing, please don’t hesitate to contact us. During our initial consultation, we’ll assess your current requirements and provide expert guidance on the various areas where we can offer assistance. As your business evolves and certain tasks become more time-consuming, we’ll make necessary adjustments to your package. We’re committed to ensuring our services align seamlessly with your needs. Feel free to reach out for an exact quote!

For efficient completion of your monthly financials, our bookkeeping team ideally requires access to your business bank and credit card accounts. Fortunately, many banks offer accountant (read-only) access, which not only ensures affordability but also enhances our efficiency.

Our team exclusively utilizes QuickBooks Online to manage bookkeeping services at the listed prices. If you already have an active subscription, you’re all set—no need for an additional one. For those without a subscription, our onboarding videos will guide you through the setup process. As a special offer, new clients receive a 30% discount for the first 12 months—the best deal available for QuickBooks Online. We recommend starting with Essentials or Plus for optimal functionality.

Nope! There are no financial biding contract required. However, there are no partial month refunds. We have an agreement form that we are both required to sign. This is just to make sure we are both on the same page when it comes to your expectation for us and ours to you.

Of course! Clean, precise books aren’t just paperwork—they’re your compass for smart business decisions. With our meticulous services, you’ll gain clarity, minimize tax burdens, and sleep soundly knowing your financials are in expert hands. Let’s embark on this exciting journey together!