Our services

  • Monthly Bookkeeping

    It includes ongoing financial tracking, reconciliation, and reporting to keep your business numbers accurate and up to date.

  • Financial Statements & Reports

    We 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. It gives you clear visibility into cash flow and performance so you can make confident decisions every month.

  • 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

    Clean books. Clear reports.
    Ready for CPA, taxes, and decisions.

  • 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.

📊 Accounting Services – Pricing & Sample Report

💼 Pricing for Bookkeeping: $750/month

• Up to 250 transactions
• 2–3 business accounts
• Monthly reconciliation
• Financial snapshot

💼 Pricing for Accounting: $1,500/month

Best for: Repair shops, home service businesses, consultants with employees, real estate investors with 4–10 properties, growing LLCs.

💼 Pricing for Premium Accounting: $2,800/month

Best for: Real estate investors with 10+ properties, multi-location service businesses, consulting firms with subcontractors, repair shops with multiple bays or service lines.

📘 Sample Monthly Report Snapshot


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

📌 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.

What's NOT Included (and Why)

Honest list — so there are no surprises:

  • Audits, reviews, or compilations with assurance — these require a CPA license. We refer clients to licensed CPAs in our network.

  • IRS audit representation, collections, or appeals — these require an Enrolled Agent or CPA. We refer to trusted EAs.

  • Legal advice or entity formation — we work with attorneys; we don't draft operating agreements or articles.

  • Financial planning, investment advice, or insurance — out of scope.

  • CFO-level strategic consulting beyond accounting — quoted separately if needed.

Free 30-min Consultation - find out if your books are costing you money