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Our Professional Bookkeeping Services

Our professional bookkeeping services are designed to help businesses stay organized, accurate, and financially confident. Whether you're launching a new business, catching up on overdue records, or looking for reliable ongoing support, our bookkeeping services help keep your financial records organized, accurate, and tax-ready. We provide personalized support in English and Spanish to help your business operate with greater clarity and confidence.

Monthly Bookkeeping

Ongoing transaction categorization, bank and credit card reconciliations, organized financial records, and monthly bookkeeping support.

QuickBooks Setup & Support

Assistance setting up and organizing QuickBooks, including the chart of accounts, transaction workflows, reconciliations, and financial reports.

Bookkeeping Services

Payroll Services

End-to-end payroll management, including payroll processing, employee setup, tax withholdings, direct deposit, payroll reporting, and ongoing support—helping your business stay compliant and your employees paid accurately and on time.

Cleanup & Catch-Up Bookkeeping

Review and organization of overdue or inaccurate records, historical transaction categorization, account reconciliations, and correction of bookkeeping discrepancies.

Monthly Reports

Organized Profit & Loss statements, Balance Sheets, Accounts Payable and Accounts Receivable information, with monthly guidance to help clients understand their financial position.

Full Service

Starting at $1,000/mo

Everything in Financial Clarity, plus:

  • Full-service Accounts Payable and Accounts Receivable management

  • Bill and invoice creation and organization

  • Payment tracking and outstanding balance monitoring

  • Ongoing monthly bookkeeping support

  • Optional payroll starting at $150/mo

Foundation

Starting at $250/mo

  • Monthly transaction categorization

  • Bank & credit card reconciliations

  • Monthly Profit & Loss reporting

  • Organized, tax-ready bookkeeping records

Bookkeeping Plans

Financial Clarity

Starting at $450/mo

Everything in Foundation, plus:

  • Monthly Profit & Loss and Balance Sheet review

  • Accounts Payable and Accounts Receivable reporting

  • One monthly business consultation based on your business needs 

  • Payroll add-on available

All plans are customized to your business needs. Pricing may vary based on transaction volume, business complexity, payroll requirements, and additional services. Contact us for a personalized quote.

Full Service

Starting at $1,000/mo

Everything in Financial Clarity, plus:

  • Full-service Accounts Payable and Accounts Receivable managment

  • Bill and invoice creation and organization

  • Payment tracking and outstanding balance monitoring 

  • Ongoing monthly bookkeeping support

  • Optional payroll starting at $150/mo

Professional Bookkeeping Services
That Grow With Your Business

We don't believe in one-size-fits-all bookkeeping. We'll help you find the right level of service today—and adjust it as your business grows. Because your bookkeeping should adapt to your business—not the other way around.

Need a Custom Solution?

Every business has unique bookkeeping needs. Whether you need monthly bookkeeping, payroll, QuickBooks support, or a combination of services, we'll build a solution that fits your business goals and budget.

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