Bookkeeping Services

Best for new and small businesses who need simplified bookkeeping at a budget-friendly rate. 

Includes:

• Monthly income and expense categorization
• Monthly account reconciliation 
• Monthly Profit & Loss and Balance Sheet by the 15th
• One on One email support
• Communication and collaboration with your CPA

*Note, this service is for cash basis sole proprietors/LLC’s with under 75 monthly transactions and 1-2 accounts. 

Best for steady businesses ready for reliable monthly support, detailed reports, and more hands-on care. 

Includes:

• Everything in “Featherlight” plus...
• Chart of Accounts revamp
• Quarterly check-in call
• 1099 vendor tracking 
• Annual books review
• Recording of year-end adjustments from your tax preparer

*Note, this service is for sole proprietors/LLC’s with under 125 monthly transactions and 3-4 accounts. 1099 filing can be added. 

Best for businesses who want to delegate with confidence, streamline their finances, and receive full-service bookkeeping. 

Includes:

• Everything in “Featherlight & “In Formation” plus...
• Loan tracking
• Customized reports
• Monthly check-in call
• Quarterly financial packet to assist with estimates
• Job and class tracking
• AR/ AP Tracking

*Note, this service is for sole proprietors/LLC’s with under 300 monthly transactions and 5-10 accounts. AR/ AP bill pay & invoicing can be added. 

A great option for seasonal income, or when you’re just getting going, and for side-hustles too. 

 Includes:

• Quarterly income and expense categorization
• Quarterly account reconciliation 
• Quarterly Profit & Loss and Balance Sheet
• One on One email support
• Communication and collaboration with your CPA

*Note, this service is for cash basis sole proprietors/LLC’s with under 25 monthly transactions and 1-2 accounts. 

These options can be added to any package or on their own as needed for a truly customized fit. 

Choose from:

• Chart of Accounts Setup
• A/P Entering, tracking, and scheduling bills
• Bill Pay management
• A/R Creating invoices, tracking payments, and sending reminders
• Payroll - Recording payroll entries from your processor
• 1099 Vendor tracking, and annual filing
• Custom financial reports
• Receipt management
• One on one reviews
• App integration support
• Sales tax tracking, and filing

         ...and more

Feel like something’s not quite right? Or somehow got a little behind in your books? We can help! 

Cleanups Include:

• Diagnostic review of your books with expert feedback
• Pinpointing items that need corrected or refreshed
• Recommended next steps

Catch-Ups Include: 

• Categorizing historical transactions 
• Reconciling accounts
• Generating backdated financial reports
• Getting you back in businesses and up to date

Cleanup: Diagnostic review only. Catch-Ups: Over 100 transactions will be additional.