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Small Business support

Balanced Books. Focused Services.

Accountant

Bookkeeping

We understand that no two businesses are the same—and your bookkeeping support shouldn’t be either. That’s why we offer flexible service packages tailored to your workflow, budget, and level of support needed. Whether you’re looking for ongoing help or just need a reliable partner to keep things on track, we’ve got you covered.
 

We offer:

  • Weekly Bookkeeping 

  • Bi-Monthly or Monthly Bookkeeping 

  • Quarterly Bookkeeping 
     

Each package includes accurate transaction recording, account reconciliation, financial reporting, and dependable communication. We’ll help you understand your numbers, stay tax-ready year-round, and free up your time so you can focus on running your business.
 

Let’s create a plan that works for you—because your time is valuable and your books deserve attention.


Schedule your FREE 30-minute consultation today.

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Additional Services Available

Need a Little Extra Help?

Add-On Services Available

In addition to ongoing bookkeeping, we offer add-on packages to support your business during key times of the year. Whether it’s preparing for tax season or wrapping up the year with confidence, we’re here to make the process smooth and stress-free.
 

Our add-on services include:

  • 1099 Preparation – Ensure your contractors receive accurate forms and stay compliant with IRS requirements.

  • Year-End Wrap-Up – We'll clean up your books, tie up loose ends, and prepare accurate reports so you're ready for your CPA or tax professional.
     

These services are available to both existing clients and new businesses needing one-time support. Let’s take the pressure off year-end tasks—so you can finish strong and start the new year with clarity.

Filling Out Tax Form
Home Desk

Quickbooks Setup & Support

QuickBooks Setup & Support
 

Getting started with QuickBooks Online? We offer expert setup and personalized support to help you start strong and stay organized. From selecting the right QBO plan to customizing your chart of accounts, connecting bank feeds, and setting up workflows—you’ll get a system that fits your business from day one.
 

Already using QuickBooks but feeling stuck? We also provide hands-on training, troubleshooting, and ongoing support to help you make the most of your software and stay in control of your finances.
 

Whether you're new to QBO or ready to optimize your setup, we’re here to help you feel confident and capable in your bookkeeping system.

Bank & Credit Card Reconciliation

Bank & Credit Card Reconciliation Only
 

Need help keeping your accounts in sync? If you’re managing your own books but falling behind on monthly reconciliations, we can step in. Our reconciliation-only service ensures your bank and credit card statements match your books—so your reports stay accurate, and nothing slips through the cracks.
 

This is a great option for business owners who handle day-to-day bookkeeping but want peace of mind that everything is balanced and up to date.
 

Let us handle the double-checking so you can move forward with confidence.

Stack of dossiers
Analyzing Data

Budgeting & Cash Flow Support

Budgeting & Cash Flow Support
 

Need help planning ahead? We offer budgeting and cash flow support to help you make informed decisions, stay on track with your goals, and avoid surprises. Gain clarity on where your money’s going—and where it should be.

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