Exclusive Services

Monthly Bookkeeping

Ongoing bookkeeping services designed to keep your finances accurate and organized.

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Includes:

• Transaction categorization

• Bank and credit card reconciliations

• Monthly financial statements (P&L and Balance Sheet)

• Ongoing support and questions

Bill Pay Services

Secure, organized bill payment support.

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Includes:

• Vendor bill processing

• Payment scheduling

• Expense tracking

• Organized payment records

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Client approval required prior to payment.

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​Invoicing & Accounts Receivable Support

Improve cash flow and reduce follow-up stress.

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Includes:

• Invoice creation and delivery

• Accounts receivable tracking

• Aging reports

• Payment reminders (non-collection)

Software Cleanup & Optimization

Fix messy systems and streamline processes.

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Includes:

• Accounting software review

• Cleanup and corrections

• Workflow and integration support

Catch-Up & Clean-Up Bookkeeping

For businesses behind or needing corrections.

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Includes:

• Past-due bookkeeping

• Error correction

• Reconciliations brought current

• Books prepared for CPA or tax professional

Financial Consulting

Practical guidance to help you understand and use your numbers.

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Includes:

• Monthly or quarterly financial reviews

• Cash flow and expense analysis

• Budgeting support

• Business decision guidance

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Budgeting & Cash Flow Planning

Plan ahead with confidence.

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Includes:

• Budget creation

• Cash flow forecasting

• Expense planning and review

Audit-Ready & Due Diligence Support

Professional financial organization for key moments.

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Includes:

• Organized financial documentation

• Report preparation for lenders, audits, or buyers

Payroll Support

Reliable payroll coordination without confusion.

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Includes:

• Payroll setup and processing

• Employee and contractor support

• Ongoing payroll coordination

• Year-end payroll preparation (W-2s and 1099s coordination)

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Client Advisory & Ongoing Support

Ongoing access and guidance beyond standard bookkeeping.

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Includes:

• Priority communication

• Ongoing financial questions

• Support between review meetings

• Day-to-day financial guidance

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Available as an add-on​​

​New Business Setup

Start strong with clean systems.

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Includes:

• QuickBooks setup

• Chart of accounts creation

• Workflow guidance and best practices

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Notary Services

Professional notary services available by appointment.

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Includes:

• Business and financial documents

• Affidavits and acknowledgments

• General notary services

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Identification required. No legal advice provided.