Systems and communication are adapted to the needs and preferences of our customers.

• Communication on your terms.

• Built-in executive function support.

• Customized accounting workflows.

• Flexibility and control.

• Emotional and psychological safety.

• Education as you go options.

• Transaction posting

• Month-end reconciliations and data validation

We start with the basics - get the business activity into the accounting software and make sure it is accurate and complete.

• We can wrangle the tech stack

• Sales integrations

• Invoicing support

• Payables support

• Reporting customization

• QuickBooks support and coaching

• Custom data systems

• Expense management

• Payroll support

• Sales and meals tax management and reporting

• Insurance audits

• Digital filing and data retention system design and management

• and more…

• How much will this cost? We offer highly customized services, and fees may vary based on service offering customizations. Fees begin at $600 per month for bookkeeping services. See case studies page (coming soon) for examples of different service configurations and prices. We define a scope of work with the client and set a clear price before we start. That way you know what to expect each month.

• Do I have to know how to use QuickBooks or Xero? NO! We are here to do the heavy lifting. We offer full-service and do-it-with-me packages, so if you never want to open QuickBooks we can make that happen.

• Will I work with the same staff member consistently? Yes. We strive to pair staff and clients for long-term relationships. We see the value in consistency.