Services
Financial solutions tailored to your business.
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Getting ready for tax season or need help organizing your data?
Our tailored services make it simple!
Note: We do not prepare or file taxes.
At-a-Glance
01. Done-For-You Ledger: QuickBooks
We convert your manual records, like bank statements, spreadsheets, or handwritten logs, into a clean, tax-ready report using QuickBooks Ledger.
Starting at $279/month
(Pricing varies by volume and format. One-time setup fee may apply.)
Best For:
Those who prefer done-for-you bookkeeping services
Businesses that prefer to continue using manual systems
Tax season readiness
What’s Included:
Manual data entry & bank reconciliation
Monthly Profit & Loss + Balance Sheet reports
Ongoing email support
Year-end tax-ready reports
Monthly video summary of key financial insights
Optional Add-On:
Check-in Call (30 min): $59/session
02. DIY Finance Tracker: Spreadsheets
We convert your paper records, bank statements, or spreadsheets into a clean, structured spreadsheet with built-in Profit & Loss reporting—ready for tax season and ongoing use.
One-time setup starting at $259
(Pricing varies by volume and format. One-time setup fee may apply.)
Best For:
Those who prefer to continue doing their own bookkeeping
Businesses that prefer to continue using manual systems
Tax season readiness
What’s Included:
Manual data entry & cleanup of financial records
Built-in Profit & Loss reports (tax-ready)
Custom-built, organized spreadsheet for DIY use
Video summarizing your new spreadsheet, how to record income, expenses, and mileage
Optional Add-Ons:
DIY Monthly Support: You handle data entry; we review and support — from $99/month
Done-For-You Monthly Support: You send the records; we handle data entry, review, and support — from $179/month
Live Training Call (30 min): $59/session
Spreadsheet Preview:
Work With Us
01. Contact Form & Discovery Call
Fill out the Contact Form to share your business info and goals. If aligned, we’ll schedule a free 30-minute call to discuss details and next steps.
02. Proposal & Onboarding
After the call, you'll receive a custom proposal. Upon approval, we'll send an engagement letter, complete onboarding, and gather the required documents.
03. Delivery & Ongoing Support
For one-time projects, we deliver final deliverables, making sure you feel confident and comfortable before we off board.
For monthly services, we move into your first cycle, keeping things running smoothly with monthly check-ins and timely reports.
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