We are now offering affordable bookkeeping tailored to small businesses.
If you want to feel confident in your business numbers, you've come to the right place!
new service
Ah yes... bookkeeping.
Categorize transactions. Reconcile. Repeat.
But... do you understand
what your numbers mean?
Thank you! Your request has been received.
“I get reports… but I don’t know what I’m looking at.”
“I’m not sure what to do next to move my business forward.”
“I don’t use my reports in day-to-day decision making.”
“I still can’t find quick answers to questions.”
(What does it cost to have an office? Which service is most profitable?)
"I don't know where my money is going."
You're not alone.
We hear this all the time:
bookkeeping packages
Includes:
Categorization of transactions and monthly reconciliations
Onboarding strategy session to assess business health + priorities
Customized Chart of Accounts built for clarity and decision-making
Monthly reports with clear, easy-to-read insights
Key highlights & red flags so nothing gets missed
Books prepared with a tax perspective (CPA-trained team)
Real-time tax tracking based on your personalized withholding setup
Starting at: $250/month
Includes:
Categorization of transactions and monthly reconiliations
Budget vs. Actual reporting aligned with your approved budget
Class tracking setup for grants, programs, and funding sources
Monthly report generation for board review
Includes everything in Sole Proprietor, plus:
Reasonable compensation payroll setup & support
Accountable plan tracking for personal expense reimbursements
Structured tracking of salary and distributions for compliance and tax reporting
Starting at: $350/month
Starting at: $300/month
Ideal for Schedule-C Businesses
Ideal for S-Corp Businesses
Ideal for Monthly Board Meetings
Our Qualifications:
Why work with us?
We structure them so they actually answer your questions.
Our Process
Monthly bookkeeping
You provide bank and credit card statements.
We categorize transactions and reconcile your books.
Monthly reporting & insights
You receive clean, organized reports from your accounting software, along with: clear summaries of notable changes, flagged concerns or inconsistencies, a running high-level tax estimate
Comprehensive Onboarding
We start with a strategy session to understand your business, priorities, and key metrics.
We customize your Chart of Accounts and reporting structure to match how you think about your business.
We also gather withholding information to support ongoing tax tracking.
Ongoing consistency
We repeat this process monthly and refine as needed, so your reports continue to evolve with your business.
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add on: Tax Preparation
Includes: annual W4 review, estimated payment calculations, tax credit optimization, etc.
Includes: annual business registration renewal, estimated payments with quarterly vouchers, depreciation optimization, etc.
Multi-Member Partnerships
S-Corps & LLC's
Corporations
Individuals
Sch C - Businesses
Sch E - Rental Properties
and more...
we discount bundled services!
Or fill out the form below and I'll be back in your Inbox within 1-2 business days.
Give us a call at: 651.797.4603
Ready?
Let's Do This!
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You will receive a response within 1-3 business days
