What we offer
Bookkeeping & financial reporting built for real life
Everything you need to keep your books clean and your business growing — all in one flat monthly rate. We help you move from financial stress to a steady monthly rhythm, whether you are focused on growth, debt reduction, or simply seeing trustworthy numbers.
From California to New York and everywhere between, we deliver the same process: disciplined reconciliation, clear communication, and reports you can share with a CPA or lender. Questions? Start with our FAQ or free calculators.
Full monthly bookkeeping
Core service
1099 tracking & filing
Compliance
Monthly reports & KPIs
Insights
QuickBooks setup
Onboarding
Catch-up bookkeeping
Cleanup
QBO subscription included
Exclusive perk
Full monthly bookkeeping
We handle 100% of your bookkeeping — downloading, categorizing, and reconciling every transaction each month. You'll receive clean, accurate financials by the 15th without lifting a finger.
Transaction categorizationBank reconciliationMonthly deliveryQBO-powered
1099 tracking & filing
Through monthly bookkeeping we identify qualifying payments, contact vendors directly, collect W-9s, and file all 1099s by the January deadline — zero hassle on your end.
Vendor outreachW-9 collectionJanuary filing$600 threshold tracking
Monthly reports & KPIs
Your financial reports land in your secure client portal every month with KPI highlights, trend analysis, and Fathom-powered dashboards. Know your numbers at a glance.
Client portalFathom integrationKPI dashboardsTrend analysis
QuickBooks setup
No QBO yet? No problem. We build your chart of accounts from scratch, import historical transactions, and configure everything specific to your business — then hand you the keys.
Custom chart of accountsData importFull configurationTraining included
Catch-up bookkeeping
Behind on your books? We specialize in untangling messy records, fixing miscategorizations, reconciling discrepancies, and getting you fully current — no matter how far back you need to go.
Historical cleanupReconciliationError correctionAny time period
QBO subscription included
As Intuit Advanced Pro Advisors, we receive discounted QBO rates. We pay for your new QuickBooks Online account and roll the cost into your flat monthly fee — one less bill to worry about.
Included in flat rateProAdvisor discountNo setup feesSeamless billing
How is this different from credit counseling?
We are bookkeepers—we organize transactions, reconcile accounts, and deliver reporting you can trust. Licensed nonprofit credit counseling agencies specialize in consumer debt management plans; we can work alongside your advisors, but we do not negotiate with creditors.
Who is a good fit?
Small businesses, real estate investors, and owners who want financial education backed by accurate data—not guesswork from outdated spreadsheets.
Get help with monthly books or catch-up work
Schedule a consultation to review your QuickBooks file, reporting needs, and timeline.
