
Choose the bookkeeping plan that best fits your business needs
Whether you're just starting out or leveling up, we’re in this with you.
Essential
Designed for sole proprietors and LLCs with straightforward needs, our Lite Plan offers no-frills, stress-free bookkeeping—perfect for small and new businesses that want clarity without complexity.
What's Included:
• Accurate income and expense categorization
• Monthly bank reconciliations
• Monthly Profit & Loss report delivered by the 10th
• Ongoing email support
Eligibility:
Available for businesses with under 100 transactions and up to 3 bank accounts.
Pricing:
Starting at $200/month, with enhanced options available up to $350/month depending on your needs.
Elevate
For established and scaling businesses, our Elevate Plan offers a premium, hands-on approach to modern bookkeeping. If you’re seeking clarity, confidence, and financial insights to make smarter decisions and scale with ease—this one's built for you.
What You Get:
• Monthly income and expense categorization
• Bank reconciliations to maintain financial accuracy
• Profit & Loss reports delivered by the 10th
• Accounts Payable & Receivable tracking
• Financial statement management
• Additional reports tailored to your needs
• Strategic calls when you need expert input
• Unlimited email support
Pricing:
Starting at $400/month, with premium options up to $500/month based on your reporting and support needs.
FAQ: Facts, Answers, Quality
-
Absolutely! We specialize in virtual bookkeeping services, offering secure and efficient support to clients across the U.S. Whether you're based in a bustling city or a quiet town, we’re just a click away. Our systems are entirely cloud-based, which means your financial data is accessible anytime, anywhere—with bank-level security protocols to protect your information.
We tailor our virtual services to meet the unique needs of small business owners, and communicate through video calls, emails, and online platforms to ensure everything runs smoothly. From reconciling accounts to generating reports and offering strategic insights, we handle your bookkeeping so you can focus on growing your business.
-
While we don’t directly file taxes, we play a vital supporting role in making tax season smooth and stress-free. We ensure your financial records are accurate, well-organized, and up to date throughout the year—so when it’s time for your CPA or tax preparer to step in, they have everything they need at their fingertips.
We’re also happy to collaborate with your tax professional to answer questions, clarify figures, and provide any backup they might request. Think of us as your behind-the-scenes partner keeping your books spotless, so your tax expert can work efficiently and you can avoid last-minute surprises.
-
Yes, absolutely, keeping your financial data safe is one of our highest priorities.
We use encrypted, cloud-based accounting software that meets industry security standards, so your information is always protected behind digital walls. File sharing is done through secure portals to prevent unauthorized access, and every step of our process—from login credentials to storage protocols—is designed with confidentiality in mind.
In addition to technical safeguards, we maintain strict privacy practices to ensure your data is handled with care. That means no shortcuts, no oversharing, and no compromises. Whether you're sending sensitive documents or simply asking a question, you can trust that we treat your data with the respect it deserves.
-
Yes! We offer specialized clean-up and catch-up bookkeeping services designed to help small businesses get back on track. Whether you're months behind or just feeling overwhelmed by disorganized financial records, we've got your back. Our approach is judgment-free, efficient, and tailored to your needs—so you can stop stressing and start making confident decisions. Let us simplify the process and restore clarity to your books, giving you the financial visibility you deserve
-
It’s simple! Just schedule a free consultation with us. We’ll take the time to understand your unique situation, assess your current bookkeeping needs, and recommend a personalized plan to help your business move forward with confidence. No pressure, no judgment—just expert support to get your books back on track.
-
Our clients include service-based businesses, solopreneurs, creatives, consultants, and growing teams who use platforms like Xero and QuickBooks Online. Whether you're just starting out or scaling up, we offer tailored solutions that fit your goals and help you make confident financial decisions.
-
We record and categorize your daily financial transactions, reconcile accounts, and provide accurate financial reports—giving you clear insight into your business performance and peace of mind. Our goal is to simplify your finances, so you can spend less time worrying about the numbers and more time growing your business. Think of us as your behind-the-scenes support, keeping your financial foundation strong and steady.
-
That depends—but in many cases, the answer is a strong yes. Even small businesses or side hustles benefit from accurate financial tracking and clarity. Here’s why:
Keeping your books in order takes time. A bookkeeper handles that for you so you can focus on the work that earns money.
We help you understand your finances with clear reports—whether you're monitoring cash flow, prepping for taxes, or planning your next move.
Even minor missteps in DIY bookkeeping can lead to expensive errors or missed deductions. A professional helps you stay compliant and accurate.
Good bookkeeping lays the groundwork for scaling. Whether you want to turn your side hustle into a full-time gig or expand operations, solid books give you the insights to grow wisely.