Services
Helping small businesses turn numbers into financial direction
QuickBooks Diagnostic Review
Know the state of your books—before making changes.
Generic bookkeeping services ignore your specific business needs. Is your QuickBooks Online actually set up correctly, or are hidden errors warping your financial reports? Get a clear, risk-free look at your data with our QuickBooks Diagnostic Assessment—identify blind spots and growth opportunities with zero commitment to cleanup or ongoing bookkeeping services.
- What you get:
- A written assessment of your QuickBooks Online file
- Observations on potential errors and misclassifications
- Step-by-step roadmap to address findings
- Suggested next steps and optional scope/cost for cleanup
- What it isn't:
- Cleanup service or bookkeeping fix
- Tax, audit, or legal advice
- Guarantee of financial or business outcomes
Start your Diagnostic Review today and get insight you can trust.
Always Include:
- - Accurate reconciliations every month
- - Tax-ready books year-round
- - Clear, simple financial reports mapped to your services
- - Secure digital documentation
- - Year-end CPA package
No long-term Contracts. Cancel Anytime.
We earn your trust through consistency, accuracy, and clarity—not long-term contracts.
No hassle cancellation with 30 day notice.
Bookkeeping Services
whether you want to stay hands-on or hand it off completely, we have you covered.
Catch Up / Clean Up
Behind on your books? I fix and organize everything so you can file taxes and make confident business decisions.
Features
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Rebuild months or years of records
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Use advanced tools to import statements
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Every account reviewed and corrected
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Tax-ready handoff for your CPA
Monthly Bookkeeping
Stay on top of your finances with a reliable monthly process that keeps your books accurate and tax-ready.
Features
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Bank & credit cards reconciled monthly
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Smart rules for automated categorization
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Financial statements within 15 business days
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Email support for quick money questions
Add-On Services
Optional service upgrades, consulting, and support that aligns to your small business as it grows.
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Personalized QuickBooks setup
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Priority Delivery of Financials
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Business Review Virtual Call
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Quarterly Books Review
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CPA Coordination Package
Monthly Bookkeeping Pricing
Clear Pricing. No annual contracts. First month of Regular Bookkeeping Satisfaction Guaranteed.
Scale Plan
$949+
Per Month
Features
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Unlimited accounts & payment processors
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Monthly virtual advisory call (45 minutes)
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Once-a-year budget/plan, with brief check-ins on calls.
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Greater Availability during key times (launch periods, year-end)
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Priority response times (within 1 business day)
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CPA Coordination Package
Most Popular Plan
Best for: full-time coaches making $750k who want financial visibility to fuel smart decisions
Growth Plan
$699+
Per Month
Features
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Up to 4 accounts reconciled
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Payment processor integrations (Stripe, Paypal, Kajabi, etc.)
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Monthly financial KPI snapshot
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Quarterly virtual advisory call (45 minutes)
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Faster email response times (within 2-3 business days)
Essentials Plan
$499+
Per Month
Features
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Monthly bank & credit card reconciliations (up to 2 accounts)
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Clean, tax-ready monthly books
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Monthly Revenue/Expense Assessment
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Standard email support for questions
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Annual High-Level Review Call
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Year-end tax package for CPA