Our plans.

Our monthly plans are built with your budget and needs in mind. Depending on the scope of work, we also offer a la carte options to keep your current plan simple and cost-effective.

All our plans are subject to 45-day reviews – should monthly hours be exceeded, a plan upgrade may apply

Bronze Plan

For solopreneurs, freelancers and start-ups who need simple yet accurate financials.

  • Record transactions and reconcile 1 bank & credit card accounts
  • Monthly Financials
  • Email Support during business hours
  • Collaboration with tax professional

Silver Plan

For when you need to pass on some hats. In addition to the Bronze Plan, we can also handle your payables, receivables, third-party applications and POS systems.

  • Record transactions and reconcile 1+ bank & credit card accounts
  • A/P & A/R entries only
  • Third-party application
  • Record and reconcile loan notes & payables
  • Chart of Accounts building/modification
  • Monthly Financials
  • Support during business hours
  • Collaboration with tax professional

Gold Plan

For mid-sized businesses who also need to outsource all things payroll to a dedicated team and are ready to dive deeper into profitability. In addition to the Silver Plan, we provide PO/inventory control, job costing/project tracking as well as payroll processing, quarterly filings and software imports.

  • All of Advance Services
  • POS entries and reconciliation
  • Job Costing
  • Purchase Order/Inventory Management
  • Monthly Client Support for document/file review and updates

Platinum Plan

For when you need a clearer picture of your business’ financial future. In addition to the Gold Plan, we file your sales tax returns and walk in lock-step with your goals by creating, monitoring and forecasting cash flow and budgets.

  • All of Premium Services
  • Journal entries
  • Monthly review of books

  • Third-party A/R app for estimating/job costing/billing with QB integration

A la carte.

If the service you need is not included in your current plan, no worries! We offer them a la carte so you can have confidence that all your business needs are met.

Different types of insurance, sales tax, P&L audits and tax audit support

Payroll processing, GL imports and quarterly filings

Sales tax filings

Budget and cash flow preparation and tracking

Quickbooks, Xero and POS training

Year-end forms (W-2 and 1099)

Payables and receivables

Clean-up projects

Agency requirements and new entity setup

IRA Setup

Need a personalized solution?

Every business is unique — and so are its financial needs. Whether you’re facing a complex bookkeeping challenge, need help catching up, or want a custom plan that fits your workflow, we’re here to help. Our team specializes in crafting solutions that align with your goals, your industry, and your pace.

Let’s talk about what works for you. Reach out today and discover how we can tailor our services to fit your business perfectly.

Industries

Broad expertise across specialty and niche industries.

From hospitality and retail to construction and professional services, we understand the unique financial needs of different industries. Our adaptable approach ensures that every client—no matter their field—receives bookkeeping solutions tailored to their operations, challenges, and growth goals.

Niche industry practices

Get a personal consultation.

We will take care of your accounting.