Know your numbers without spending your evenings buried in them.

We provide reliable bookkeeping and financial organization to help business owners maintain accurate records, understand their financial position, and make informed decisions about what comes next.

Bookkeeping

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A watercolor illustration of bookkeeping and financial services items, including a clipboard with a finance chart, a calculator, a notebook with an anchor emblem, a coffee mug with an anchor, a pen, a potted plant, a cup, and a compass.

What We Offer

We provide reliable, organized bookkeeping support designed to give you a clearer picture of your business finances. From keeping your books current to tracking expenses, reconciling accounts, and preparing meaningful financial reports, we help create financial systems you can trust and information you can actually use to make decisions.

  • Designed for small businesses with uncomplicated finances and a lower monthly transaction volume. We’ll keep your books organized, reconcile your accounts each month, and provide the essential financial reports you need to understand how your business is doing.

    Ideal for solo business owners, independent professionals, and small businesses with simple financial activity.

    Includes:

    • Monthly account reconciliation
    • Transaction categorization
    • Basic monthly financial statements
    • Organized, up to date bookkeeping records

  • Ongoing support for the typical small business.

    Designed for established small businesses with multiple bank accounts, credit cards, and a normal volume of monthly transactions.

    We’ll manage your ongoing bookkeeping, reconcile your accounts, and provide monthly financial reporting so you can spend less time managing the books and have a clearer picture of your business finances.

    Includes:

    • Multiple bank and credit card accounts
    • Monthly reconciliation
    • Transaction categorization
    • Monthly financial statements
    • Ongoing bookkeeping maintenance

  • More support for businesses with more moving pieces.

    Designed for businesses with higher transaction volume or more complex financial activity that requires additional attention throughout the month.

    This level is ideal for businesses operating in an accounts payable or accounts receivable environment, coordinating payroll, managing multiple financial accounts, or simply needing more frequent bookkeeping support.

    May include:

    • Higher monthly transaction volume
    • Multiple financial accounts and credit cards
    • Accounts payable and receivable support
    • Payroll coordination
    • More frequent account review and reconciliation
    • Monthly financial reporting
    • Ongoing financial organization and bookkeeping support

  • Because not every business fits neatly into a box.

    Some businesses need a combination of services that does not fit within our standard bookkeeping packages.

    We can build a customized scope of work based on your transaction volume, number of accounts, reporting needs, payroll structure, accounts payable or receivable needs, and the amount of ongoing support your business requires.

    Contact us to discuss your business and receive a customized bookkeeping proposal.

  • Behind on your books? We can help you get caught up.

    Whether you're a few months behind, preparing for tax season, or simply need your existing books cleaned up before moving into ongoing bookkeeping support, we offer project based cleanup and catch up services.

    $60 per hour

    We'll review the current condition of your books and provide an estimated scope of work before beginning whenever possible.

Our Process

Understand

We learn about your business, current bookkeeping setup, financial accounts, and what support you need.

Organize

We get your bookkeeping systems organized and establish a clear process for managing your financial information.

Maintain

We keep your books current through regular categorization, reconciliation, and financial reporting based on your service package.

Inform

You receive reliable financial information that helps you understand your business and make more informed decisions.

Let’s Work Together

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.