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Keep your books in order each month. We help you track business activity so you have a clearer view of your money.
What you pay today
You pay a one-time $200 deposit now. It counts toward the service fees we agree on. This checkout does not start a paid subscription. We confirm how the deposit is used before work begins.
The full service fee is estimated at $300–$750 or more per month. We confirm the work, full price, balance due, and timing before we start.
What the work looks like
1. Set up the work. We agree on the accounts, records, monthly fee, and timing. We give you a safe way to share statements and other files.
2. Review each month. We review your business entries and check how money earned and spent is grouped. We ask about items that need a clear label.
3. Match your accounts. We match the agreed bank and card accounts to your books. We flag missing entries or numbers that do not match.
4. Receive your reports. You receive the basic financial reports in your agreed scope, plus a list of open items. You can see what needs your input.
What is not included?
This service covers the monthly work in our agreement. Catch-up work for past months, tax return prep, and filing 1099 forms are quoted on their own unless included.
How long does it take?
Timing depends on your records, the work needed, and our schedule. We confirm the time frame before work begins.
Keep your books in order each month. We help you track business activity so you have a clearer view of your money.
What you pay today
You pay a one-time $200 deposit now. It counts toward the service fees we agree on. This checkout does not start a paid subscription. We confirm how the deposit is used before work begins.
The full service fee is estimated at $300–$750 or more per month. We confirm the work, full price, balance due, and timing before we start.
What the work looks like
1. Set up the work. We agree on the accounts, records, monthly fee, and timing. We give you a safe way to share statements and other files.
2. Review each month. We review your business entries and check how money earned and spent is grouped. We ask about items that need a clear label.
3. Match your accounts. We match the agreed bank and card accounts to your books. We flag missing entries or numbers that do not match.
4. Receive your reports. You receive the basic financial reports in your agreed scope, plus a list of open items. You can see what needs your input.
What is not included?
This service covers the monthly work in our agreement. Catch-up work for past months, tax return prep, and filing 1099 forms are quoted on their own unless included.
How long does it take?
Timing depends on your records, the work needed, and our schedule. We confirm the time frame before work begins.