Services

Four services, and the boring parts done on time.

Take one or take all four. Every engagement starts with a look at your current file and a fixed monthly number, so nothing about the bill is a surprise either.

01 / 04

Monthly Bookkeeping

Every transaction categorized, every account reconciled, and a clean set of books in your inbox by the tenth.

What is included

Bank, credit card and loan accounts reconciled monthly
Income and expenses categorized to a chart of accounts you can read
Profit and loss, balance sheet and cash summary sent every month
A short written note flagging anything that looks unusual
Year-end package your tax preparer can work from directly

Who it suits

Owners who want to stop doing the books at 11 PM on a Sunday.

Quote monthly bookkeeping

02 / 04

Payroll

People paid on the same day every period, with the filings and deposits handled behind the scenes.

What is included

Weekly, biweekly or semimonthly runs on a fixed schedule
Direct deposit and printable pay stubs
Payroll tax deposits and quarterly returns filed on time
New hire onboarding paperwork and year-end wage statements
Contractor payments tracked for year-end reporting

Who it suits

Businesses with one to twenty five employees, hourly or salaried.

Quote payroll

03 / 04

Quarterly Taxes

Estimated payments calculated from real numbers, not last year's guess, with a reminder before every deadline.

What is included

Estimated payment worksheet prepared each quarter
Sales tax returns prepared and filed where you owe them
A reminder email two weeks out and again two days out
Payment vouchers and portal links, ready to send
A running note of what you have paid so far this year

Who it suits

Sole proprietors, partnerships and S corporation owners who pay in quarterly.

Quote quarterly taxes

04 / 04

Cleanup Projects

Months or years of untouched books brought current, balanced and ready for a filing deadline.

What is included

Full review of what is missing, with a fixed quote before we start
Historical transactions categorized and reconciled
Duplicate, mismatched and orphaned entries cleared out
Opening balances corrected so this year starts clean
A written summary of what changed and why

Who it suits

Anyone behind on their books, mid audit, or switching from a shoebox of receipts.

Quote cleanup projects

Good to know

Questions we answer on every first call.

Anything else, call (555) 555-0123 and ask. A real person picks up.

Which accounting software do you work in?: Whatever you already use, as long as we can get read-and-write access. If you are starting from spreadsheets we will set up a file for you during onboarding and move your opening balances across.
Do you file my income tax return?: No. We prepare the books, the quarterly estimates and a year-end package, then hand it to your tax preparer. If you do not have one we can suggest a few local firms.
How do you charge?: A flat monthly fee based on transaction volume and how many accounts we reconcile. No hourly billing, no charge for a phone call. Cleanup work is quoted separately, up front, after a free review.
What do you need from me each month?: Receipts for anything over your documentation threshold and an answer when we ask about an odd transaction. That is usually ten minutes.
Is my information safe?: We use read-only bank connections wherever the bank offers them, keep documents in an access-controlled portal and never email account numbers. There is more detail on the about page.

Not sure which of these you actually need?

Send one month of statements. We will tell you what we would do and what you can keep doing yourself.

Get a quote (555) 555-0123