Bookkeeping Services

Keep your financials on track as your business grows with bookkeeping services tailored to your specific needs — accurate, organized, and always current.

Basic Services

  • Rate: $70 per hour
    • Cash Basis & Accrual Basis Bookkeeping
    • Bank & Credit Card Reconciliations

    • State & Local Excise Tax Filings

    • Monthly Financial Statement Review

    • Month-End & Year-End Closing

    • Income & Expense Categorization

    • Accounts tracking & financial organization

    • Year-end prep for CPA/tax professional

Add Ons - Monthly or As Needed

  • Accounts Payable – Bill pay to vendors

  • Accounts Receivable – Client invoicing & payment collections

  • Payroll Services (Gusto or QuickBooks preferred)

  • Payroll Reporting (Federal & State levels)

  • Annual Reporting to the Secretary of State

  • Business License Renewals

  • 1099 Preparation & contractor tracking

  • Sales tax tracking & compliance support

  • Budgeting & cash flow monitoring

  • Financial review meetings & custom reports

  • QuickBooks setup, cleanup, and optimization

  • Software integrations & workflow automation

Project Work - One Time or Short-Term Service

  • Catch-up & cleanup bookkeeping

  • City B&O tax filings

  • Business formation support

  • S-Corp formation from LLC

  • Payroll software setup

  • QuickBooks migrations (Desktop to Online, restructuring, etc.)

  • Historical reconciliations & corrections

  • Custom financial projects

  • Anything outside the scope of Basic Services & Add-Ons

Who are Our Clients?

We provide bookkeeping services for business owners in all industries but specialize in the following:

Law Firms

We track, analyze, and record financial transactions for your law practice, including client trust (IOLTA) accounts, operating accounts, income by client or matter, and business expenses. We ensure trust accounts are properly reconciled and compliant while preparing accurate financial statements that show your firm’s performance, cash flow, and profitability.

IT MSPs

We provide bookkeeping tailored specifically for IT and MSP businesses, with a strong focus on recurring revenue models such as subscription-based services, project work, and break-fix billing. We track service contracts, automate invoicing through tools like Autotask integrated with QuickBooks, and ensure all revenue streams are accurately recorded. Our team meticulously categorizes expenses — including software licenses, hardware, labor, and cloud services — while analyzing revenue by client and service line. By comparing costs against client billing, we measure margins and client profitability, monitor cash flow, and deliver clear financial reports that support smarter pricing, stronger margins, and long-term business growth.

Construction

One of the key foundations for the Construction industry in regards to bookkeeping is Job Costing. By job costing we are able to provide reports for each job by tracking income and expenses related. We also can help invoice customers in multiple ways such as, completed contract method ( billing at the end of the project with a retainer at the beginning), or Progress billing (billing customers as work is being completed, normally in percentage of completion).

Property Management

We provide detailed accounting for every property and tenant, including Triple Net (NNN) expense allocations, tenant reimbursements, rent tracking, and operating expense management. Our reporting breaks down income and expenses by property and tenant, helping you clearly see profitability, manage CAM reconciliations, and ensure accurate billing. We also handle trust account reconciliations (if applicable) and provide monthly financial statements for owners and stakeholders. We can also assist with leasing and landlord/tenant portal implementation/migrations. 

Chiropractors

We track, analyze, and record financial transactions from your chiropractic business. We prepare clear financial statements to show revenue trends, profitability, and overhead costs — helping you understand where your money is going and where growth opportunities exist. Our bookkeeping supports budgeting, tax preparation, and smarter business decisions throughout the year.

Frequently Asked Questions

Our bookkeeping services are billed at $70 per hour.  This includes and Add-on services and project-based work. With Project Based work, we always provide transparency before starting any work and during the project (ex. if it is taking longer than we estimated).

Yes! While hourly billing is our primary service model, many clients prefer customized monthly packages for consistent support and predictable pricing. These packages include a set block of hours each month and can combine core bookkeeping with any add-on services you need.

Please note: monthly hours do not roll over to the following month.

We primarily work with QuickBooks Online, along with payroll platforms like Gusto. If you use another system, we’re happy to review compatibility.

Typically:

  • Bank and credit card statements (or connected accounts)

  • Receipts for large or unusual expenses

  • Any invoices issued or received

  • Payroll reports (if applicable)

We’ll guide you through a simple monthly process.

Absolutely! We absolutely can assist in catch-up and clean-up bookkeeping, whether you’re a few months or several years behind. This would be project work and an estimate would be provided once we see the scope of work. 

We don’t prepare income tax returns, but we coordinate closely with CPAs and tax professionals, ensure your books are accurate, and assist with sales tax, payroll tax reports, and year-end prep.

Yes! We provide monthly financial reviews and simple explanations so you always know:

  • How profitable your business is

  • Where money is going

  • What you can improve

(No accounting jargon!)

Yes! We use a secure and encrypted platform and follow best practices for data protection and confidentiality.

Just contact us through the website or schedule a consultation. We’ll review your business needs and create a customized bookkeeping plan.

Scroll to Top