Essential

Perfect for new business owners

QuickBooks Accounting Software
Categorization of transactions
Bank and credit card reconciliations
Weekly/Monthly receipt recording
Monthly P&L and balance sheet reports

$395/Month

Advanced

Ideal for Growing Businesses

Everything in Essential plan
plus, Accounts receivable tracking
Bill entry and accounts payable scheduling
Cash flow report preparation
Year-End 1099 Filing
Year-End Personal & Business Tax prep.

$595/Month

Premium

For businesses that need a little more

Everything in Advanced plan plus,
Contractor payment scheduling
1099 payment tracking & review
Employee Payroll (1-5 employees)
Custom report formatting
based on business goals
Monthly advisory call with agenda

$995/Month

Bookkeeping Cleanup

If your books are behind, disorganized, or inaccurate, our Bookkeeping Cleanup service can get you back on track. We’ll review, organize, and correct your financial
records and ensure they are accurate.

This service includes:

Reviewing past transactions for accuracy and consistency
Reclassifying and recategorizing incorrectly entered items
Reconciling bank, credit card, and loan accounts
Identifying and correcting duplicate or missing entries
Cleaning up your chart of accounts
Prepare updated financial reports
(Profit & Loss and Balance Sheet)

Perfect for businesses that need to catch up, prepare for tax season, or hand off clean books to a new accountant.

Starting at $495

Home Daycare bookkeeping & Tax

We understand the unique tax opportunities and challenges of home childcare businesses.

-Bookkeeping-
Combination home & business expense recording for:
100% daycare expenses
Monthly tuition & grant payments
100% daycare food expenses
Assistant payments
Mileage recording
*More based on individual program needs

-Tax prep-
W-9/1099 for Assistants
W-10 forms for Tuition payments
Home & business tax prep & filing

Starting at $275/Month