We help small business owners like you organize & understand your finances, increase your profits, and spend more time growing your business!

How do our monthly services work?

Your dedicated Bookkeeper completes your monthly tasks, while the CEO performs a Quality Review each month to ensure a high level of accuracy. Two sets of eyes means that nothing is missed!

Both the CEO & your dedicated Bookkeeper will add important notes & highlights to your financial reports each month. This includes tips for streamlining and profitability!

What's included in every Done-for-you plan?

Full Monthly Bookkeeping

We download and categorize all your business banking transactions each month, we then reconcile your business accounts to ensure no duplicate or missed transactions

Import Data from Third Party Payment Processors

If you use a third party processor (like Stripe, Square, etc) we will make sure to bring that data into QuickBooks Online and also record any merchant fees

Record Owner Distributions & Contributions

At times, you may need to make some personal purchases from your business account, we will make sure to record these correctly in your Books. As well as correctly recording any money you put into your business.

Record Business Assets

We make sure to correctly record large purchases like equipment &/or furniture so that they reflect as business assets in your Balance Sheet

Record Liabilities & Payments

We make sure to correctly record any business loans or credit cards. We will also ensure to correctly apply any payments made to these accounts so that the balance is correctly reflected in your Balance Sheet

Monthly Financial Reports

We will deliver your monthly financial reports straight to your inbox along with highlights specifically for your business so that you can closely monitor your business growth. We will add important notes like upcoming Quarterly Estimated Tax due dates and reminders to collect W9's from your contractors to keep you in compliance.

What are our done-for-you plan options?

Starter

Ideal for start-ups, solopreneurs & side hustles
$250 Per Month
  • Unlimited Transactions
  • Unlimited Bank Accounts
  • Unlimited Email Support

Advanced

Ideal for Small Businesses
$350 Per Month
  • Unlimited Transactions
  • Unlimited Bank Accounts
  • Unlimited Email Support
  • QuickBooks Online Subscription Included
  • Monthly Business Meeting via Zoom
These packages are examples of the common solutions we offer for our clients. However, we schedule a Zoom Meeting with every new client to go over your business needs and will customize a service package specifically for your business needs. Due to the custom nature of our services, the price range can go below or beyond the packages listed.
 

Aren't ready to completely outsource your Bookkeeping but could use the help of a Professional?

Our DIY Bookkeeping Support plan is ideal for those looking for help. You do your own bookkeeping with guidance from a professional!

DIY QuickBooks Online Support

$150 Per Month
  • Guidance on how to Categorize Transactions
  • Guidance on how to Reconcile your Accounts
  • Guidance on how to Read Financial Reports
  • Unlimited Email Support

Just imagine...

Being completely certain that your business is flourishing, you’re confident that you’re on the right path to scaling your business, and you’re spending every day doing the things you love. We have the answer!

Our dedicated bookkeeping services can make that dream a reality!

We provide you with clear financial statements that help you understand where your business revenue is coming from, AND where it is going.

This allows you to know what to do more of and what to do less of. This not only saves you money, but saves you time, which is something you can never buy more of! 

Every decision you make in business has a financial consequence. Keeping your books in order and knowing where your business stands financially allows you to make smart business decisions, be confident that you’re profitable and enables you to do what you do best: run your business!

Frequently Asked Questions

Running a small business is no small feat, and when you add the stress of running payroll, categorizing expenses and preparing for tax time, the anxiety can be insurmountable. Simply put, dedicated bookkeeping services will keep your business finances in tip-top shape and reduce your stress. Quality bookkeeping can also help you improve your profits, and save you time so that you focus on what truly moves you: your services or products!

Our founder, Esme, is experienced in building, growing and organization small businesses. She has helped business owners like you to set successful foundations and choose profitable business models. Because of her experience in small business, Esme has a more in-depth business viewpoint than other bookkeepers, and will use her professional knowledge to offer you the best route for starting and growing your business.

A bookkeeper’s primary job is to assist with business organization, budgets, provide financial profit and loss statements, process payroll, manage accounts receivable, manage accounts payable, categorize transactions, and prepare you for tax filing. You can consider your bookkeeper as a family doctor, who you see for routine checkups and well care. 

Alternatively, a CPA’s primarily focuses on tax advising, annual tax filing, and investments. Your CPA serves as your representative to the IRS. While these two professionals can tie closely to each other, they are separate entities. You can consider your CPA as a specialist surgeon, who you see for urgent and specific matters.

Once we’ve had our first free consultation call to decide on the best service plan for your small business, you’ll need to provide the following documents:

  • Articles Of Incorporation/Organization
  • IRS Employer Identification Number
  • Bank Statements
  • Credit Card Statements
  • Check Stubs Or Check Copies
  • Loan/Lease Agreements
  • Asset Agreements with Dates + Costs
  • Financial Statements