Stress less over your business’ financial health.
We’ll handle bookkeeping so you don’t have to.
Bookkeeping shouldn’t be a burden. You work too hard to continually stress over money and lose valuable time that could be better spent on growing your business. If accounting chores or lack of financial insights are holding you back, we can help. We provide timely, accurate accounting so you can stress less and spend more time doing what you do best.
Peace Starts Here
Here’s how it works.
1
Schedule a discovery call.
In a 60-minute call, we’ll get to know your needs, challenges and goals. Even after this initial conversation, you’ll leave equipped with action steps that will help you to begin overcoming obstacles and working towards your goals.
2
Get a plan.
Receive a custom plan to get started. We’ll determine the best way we can serve you and empower your business to overcome its obstacles.
3
Enjoy more time to build the business you love.
Our clients consistently report that after just four weeks, they can see a tangible difference in their business. We design our programs to get and keep your books flawless.
Regain control and find your financial peace of mind.
What we can do for you:
Stay up-to-date:
We maintain your books in near-real time. Unlike other bookkeeping services that simply record what happened last month, our process helps you better anticipate challenges and seize opportunities.
Say goodbye to Quickbooks headaches:
As certified Quickbooks experts, we know the nuances to help you implement the right solution and workflows for your business.
Delegate your tasklist:
You know all of those things that make you want to pull your hair out? We love them.
For example, Accounts payable, Accounts receivables, Reconciliations, Annual 1099s, Financial reporting.
Stress-free taxes
While we don’t prepare your taxes, we work all year to keep you in compliance and maintain tax-ready financial statements. We organize messy paper trails, receipts and more. When it’s tax time, the hard work is already done. We’ll make sure you have everything you need.
Get support
Our tiered monthly services are designed to scale up or down with your changing needs. Together, we’ll develop a plan with key performance indicators to help you track your progress and meet your goals.
Three levels of bookkeeping
We designed each level of bookkeeping to bring results to your business in as few as four weeks. Schedule a Discovery Session and our team will help you decide which level is right for you and your business.
“BELIEVE” Package
In our “BELIEVE” Package, you get a dedicated bookkeeper assigned to work with you for your business.
Bank transaction posting and reconciliation
Weekly account updates and communications
Monthly financial reporting
Payroll Processing add-on
Profit First allocations, if applicable
Unlimited email and phone support
Complementary Profit First Instant Assessment
Annual 1099 preparation and filing
Year-end financial review meeting
“INSPIRE” Package
In our “INSPIRE” Package, you get a dedicated bookkeeper assigned to work with you for your business.
Everything listed in our “BELIEVE” Package
Accounts Payable management
Accounts Receivable support
Accurate accounting for prepayments and accruals
Sales Tax filings and payments
Expense monitoring & advice
Quarterly financial review meetings
“GROW” Package
Take your business to the next level with advanced support and management for immediate and long range goals.
Everything listed in our “INSPIRE” Package
Day to Day Cash Flow Management
Budgeting and/or Forecasting
What-If Scenario planning
Monthly financial review meetings