Services

Bookkeeping
Our bookkeeping services encompass detailed tracking of financial transactions, ensuring clarity and up-to-date records to help your business thrive.

Review
We provide comprehensive financial reviews to identify trends, discrepancies, and areas for improvement, ensuring your accounts remain accurate and compliant.

Cost Control
Our specialized services in construction trades focus on accounting and project cost control, ensuring projects stay within budget and on track.
Testimonials

Essentials
$350/Month
Made for solopreneurs and very small businesses
Scope guidelines:
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Up to 2 bank/credit card accounts
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Up to 100 transactions/month
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1 entity, 1 owner
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Revenue up to $250k/year
What’s included:
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Monthly bank & credit card reconciliations
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Categorization of income & expenses
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Basic chart of accounts set-up
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Monthly P&L and Balance Sheet
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Simple cash flow summary
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Email support (2–3 business day response)
Established
$1,200/Month
Full visibility and hands-on support for established companies
Scope guidelines:
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Up to 6 bank/credit card/loan/merchant accounts
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Up to 700 transactions/month
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Revenue up to $3M/year
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Multi-location or multi-class tracking in QBO/Xero
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Payroll up to 15 employees in up to 2 states (again, can be add-on or partially included)
What’s included:
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Everything in Growth, plus:
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Bi-weekly or weekly reconciliations
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Accrual bookkeeping (deferrals, prepaids, key journal entries)
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Job / class / location reporting (for contractors / multi-site businesses)
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Customized management reporting pack (P&L by class/location, cash flow, AR/AP)
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Monthly 45-minute review call with action items
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Support with sales tax tracking & reports for FL/CA (filing can be an add-on)
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Priority email support (same or next business day)
Growth
$600/Month
For growing businesses that need tighter numbers
Scope guidelines:
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Up to 4 bank/credit card accounts
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Up to 300 transactions/month
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Revenue up to $1M/year
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Optional payroll up to 5 employees in 1 state (as add-on or included at this tier, your choice)
What’s included:
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Everything in Essentials, plus:
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Weekly transaction imports & categorization
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Accrual adjustments (if needed, e.g. key prepaids, deferrals)
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Monthly AR/AP aging summaries (from your system/spreadsheets)
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Customized dashboard of 3–5 KPIs (you define: revenue, gross margin, net profit, etc.)
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Quarterly review call (30 minutes)
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Email support (1–2 business day response)
Multi-Entity (Custom)
$CALL
Custom back office for complex or multi-entity structures
Scope guidelines:
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Revenue over $3M/year, or
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Multi-entity groups, or
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1,000+ transactions/month, or
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Multi-state payroll / sales tax
What’s included (mix & match):
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Everything in Established, plus:
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Cash flow forecasting and budget vs. actuals
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Advisory calls (e.g. 1–2 hours per month)
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Help with funding/banking packages (reports, schedules)
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Support for holding companies / multiple LLCs
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Coordination with your CPA for tax planning


