We believe in efficiency & systems and use QuickBooks (for bookkeeping) and HubDoc (for collecting paperwork). This setup or migration from another system is included in our onboarding, as is the subscription fee as long as you work with us. If we part ways, we'll transfer ownership of both software systems to you.

The Bookkeeping Cycle includes maintenance of bank feeds, matching & recording transactions, asking you for receipts and invoices to support your expenses (hello, audit-proof books!), and making sure your data is reliable. This also includes bank and credit card reconciliations at the end of each month to verify all transactions were captured and properly recorded. We offer Accounts Payable (paying your bills/invoices as an Ala Carte Service.) We do not offer Accounts Receivable (asking your customers for payments) at this time.

Our Value & Standard packages do have a total number of transactions each month. We will, however, revisit our pricing every 6 months to make sure the value we provide is in line with your needs as you grow.

Our Premium package includes unlimited transactions per month and also unlimited bank accounts. We do have a relationship with a bank if you need multiple accounts to follow the Profit First model.

Customer service is high on our list of values. We feel it is important for you to reach out if you have a question or need to bounce ideas. Communication is included in our packages, but if we have to do ad hoc (extra) analysis or research to give you solid advice, that will be billed separately.

Each month you will receive a Financial Review video from us. We will give you an overview of your Profit & Loss Statement, Statement of Cash Flows, Balance Sheet and Accounts Receivable/Accounts Payable Aging reports (if used. Additionally you will receive a monthly email with a copy of your reports.

Like a mechanic runs a diagnostic of your car, your books need a diagnostic review to identify areas that need work, so that your account is accurate and audit-proof. An account diagnostic review can detect issues such as: inaccurate or double postings, coding errors, chart of accounts problems, poor cash flow management and more. It can identify ways to run more efficiently and effectively. After the diagnostic is complete,, we will provide you with a summary of troubled areas and options/recommendations for you to move forward. A Diagnostic Review is required prior to other services options. It’s important to review your account before the check engine light comes on and to know what areas if any need further work.

Is your bookkeeping a mess or hasn’t been started it yet? No worries, we can work with you to clean-up your books to get them current and reconciled. (We will need your assistance with providing us documents and statements and account access. Items such as duplicate payments, miscategorized transactions, inaccurate customer and/or vendor balances a few of the items we will work on. Clean-up services needed will be discussed after our Account Diagnostic.

Have you fallen just a bit behind on your bookkeeping? We have it handled! We can provide catch-up services to get your account current. Catch-up vs Clean-up services needed will be discussed after our Account Diagnostic.

Did you know it is your responsibility to send 1099’s to vendors and subcontractors that you’ve paid more than $600 to each year? We can help you determine who is required to receive the 1099’s and process them for you (all payments need to be in QuickBooks Online.)

If you are growing your team, we can help you identify your options for benefits to help improve recruitment and motivation. We'll also make sure you have an HR Resource when you need it. We partner with Gusto for People Advisory/HR & Payroll Services and are Gusto People Advisory Certified.

Are you looking for assistance with budgeting and/or bookkeeping for your personal finances? We are experienced with budgeting and can help you set up a personal budget and track your personal expenses too. Why not spend your free time doing things you love with people you care about and let us handle your monthly budget set-up, transaction entry and reconciliation.