Our services

  • Monthly Accounting

    It includes ongoing financial tracking, reconciliation, reporting, and analysis to keep your business numbers accurate and up to date. It gives you clear visibility into cash flow and performance so you can make confident decisions every month.

  • Financial Statements & Reports

    I provide a clear snapshot of your business performance through organized Balance Sheets, Profit & Loss Statements, and Cash Flow Reports. They help you understand where your money goes, measure profitability, and confidently plan next steps.

  • QuickBooks Setup & Management

    It ensures your accounting system is properly configured, organized, and optimized for your business operations. It includes setting up accounts, automating processes, and maintaining accurate records so your finances run smoothly every day.

  • Cash Flow & Budget Planning

    It all helps you control incoming and outgoing money by setting clear financial goals and creating a realistic spending plan. It ensures your business always has enough cash on hand, avoids shortages, and grows sustainably.

  • Audit Prep & CPA Support

    It all organizes your financial records, reconciliations, and documentation to ensure you are fully ready for an audit. We work directly with your CPA to streamline communication, reduce stress, and make the audit process smooth and efficient.

  • Tax preparation

    It includes organizing your financial documents and accurately completing all required federal and state tax forms for your business. It ensures compliance, minimizes errors, and helps you maximize eligible deductions while filing on time.

πŸ“Š Accounting Services – Pricing & Sample Report

πŸ’Ό Pricing for Accounting Services

Tier 1 : $350/month

β€’ Up to 100 transactions
β€’ 2 business accounts
β€’ Monthly reconciliation

Tier 2: $500/month

β€’ Up to 200 transactions
β€’ 2–3 business accounts
β€’ Monthly reconciliation
β€’ Financial snapshot

Tier 3: $750/month

β€’ Up to 300 transactions
β€’ Full bookkeeping support
β€’ Month-end reporting included

πŸ“˜ Sample Monthly Report Snapshot


The monthly financial report includes a clear overview of your business's financial health. Here's what’s typically included:
β€’ Summary of income and expenses
β€’ Profit & Loss Statement
β€’ Balance Sheet (if applicable)
β€’ Monthly reconciliation overview
β€’ Notes & observations for potential improvements

πŸ“Œ Example Summary:
Net Income: $8,240
Total Expenses: $12,360
Top 3 Expense Categories: Payroll, Supplies, Rent
Actionable Insight: Reduce overtime and consolidate software subscriptions.

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