Top-Tier Bookkeeping for Expanding Businesses
Focus on building your success while we handle your finances with scalable, flexible bookkeeping solutions that grow with your business.
Trusted Financial Partner for Growth
PROFESSIONAL SUPPORT FOR FLAWLESS BOOKKEEPING
Ensure accurate, well-organized financial records tailored to your business needs
Our experts work closely with you to gain a deep understanding of your operations, providing the insights you need to make informed decisions and drive success.
TRUSTED PARTNER FOR LONG-TERM GROWTH
Scale your business with confidence through flexible, tailored financial services
We’re here for the long haul, adapting to your needs as you grow—from a small startup to a thriving enterprise.
FUTURE-READY FINANCIAL SOLUTIONS
Build a strong financial foundation that grows with your business
With our expert support, you’ll stay compliant, ensure accuracy, and meet investor expectations—creating a stress-free path to long-term success.
EFFICIENCY-BOOSTING TOOLS
Efficient Tools for Seamless Communication
Eliminate time-consuming email exchanges with streamlined, organized interactions through our platform. Get quick responses from your bookkeeper and access key financial insights with ease.
COMPLETE ASSURANCE
How it Works
Grow your business with confidence through reliable financial support designed to adapt as you expand. We provide clear reporting, expert guidance, and flexible services that help you scale smoothly and sustainably.
Tailored Onboarding
Seamless Communication
Accurate Financial Reporting
Your Comprehensive Accounting Partner
We provide accurate and reliable bookkeeping services to help businesses maintain clear financial records. Our team ensures that all transactions are properly recorded, reconciled, and categorized, giving you real-time insights into your company's financial health.
Navigating tax regulations can be complex, but our expert tax services ensure compliance and efficiency. We work with businesses to minimize tax liabilities, maximize deductions, and avoid costly penalties.
Starting a business requires selecting the right legal structure and complying with state regulations. Our incorporation services streamline the process and ensure your business is set up correctly.
Our Bookkeeping Plans & Pricing
Essentials
$200 /month
(billed annually)
Limited Promotion: A year of QuickBooks Online 
“Simple Start” Plan for free with a one-year commitment! Save $420.00! Enjoy easy income and expense tracking and invoicing—all in one place!
- Perfect for start-ups and small businesses looking to be tax-ready and compliant without extra services!
- Limited to 80 bank or credit card transactions per month
- Limited to 3 Bank or credit card accounts
What’s included:
- Dedicated Bookkeeper
- Bank and credit card transactions are recorded and updated on a weekly basis Bank and credit card statements are reconciled on a monthly basis.
- Monthly P&L and balance sheet based on bank and credit card transactions
- Quarterly Estimated tax payments review
- Yearly Corporate Compliance review
- Year-end tax package for your tax preparer
- Email support from our expert accounting team
Core
$599 /month
(billed annually)
Limited Promotion: A year of QuickBooks Online “Essentials” Plan for free with a one-year commitment! Save $780.00!
- For businesses that rely on financial insights to drive operational decisions. Get financial reports that meet the expectations of partners, lenders, and investors.
- Limited to 200 bank or credit card transactions per month
- Limited to 6 Bank or credit card accounts
What’s included:
- Everything in Essentials plus:
- Dedicated accountant
- Bank and credit card transactions are recorded and updated on twice a week.
- Unusual and suspicious bank or credit card activity reported as bank and credit card activity is recorded.
- Cash or Accrual based Quarterly financial statements (P&L, Balance Sheet and Cash flow) reconciled and enriched with data from all financial tools
- Faster monthly close with reports delivered by the 12th business day of the next month.
- Sales tax returns are prepared and paid for one location
- Review of Payroll quarterly tax returns
- Quarterly Estimated tax payments
- Year-end tax package for your tax preparer
- Dedicated accounting team available via chat, email, and scheduled calls
Custom
Tailored to Your Business Needs
For businesses seeking a complete back-office solution. Get customized financial support with only the services you need.
Custom plans can include:
- Dedicated accountant
- Recording income, expenses and all financial activities into accounting software
- Accounts Payable – Purchases Orders, Receiving, Vendor invoice review, payment processing and vendor statement reconciliation
- Accounts Receivable – Sales Orders, Shipping, Invoicing, receiving payments, collections and accounts receivable reconciliations
- Monthly bank and credit card statements reconciliation
- Running payroll software service, review of payroll tax payments, and ensuring compliance for employees and contractors
- Income tax filings and tax planning
- Quarterly or Yearly GAAP Financial Statements with financial notes ready for CPA compilation, review or audit
- Sales tax management & stock administration
- R&D tax credit assistance
- CFO advisory, financial planning & fundraising support
Frequently Asked Questions
What accounting and bookkeeping services do you offer?
We provide complete bookkeeping and accounting services, including transaction recording, categorization, bank and credit card reconciliations, monthly financial statements, and ongoing financial reporting to keep your books accurate and compliant.
