Our Services

Bookkeeping

Ledger management
Bank reconciliation
Month-end close
Financial statements

A top-down photographic shot of a clean, modern workspace in a North American / US office. A hand holding a high-end pen rests next to a sleek calculator and a neatly organized financial ledger. Soft morning light enters through a window, highlighting the texture of white paper and charcoal gray desk accessories.

Precise financial tracking for your daily operations. We ensure every transaction is recorded accurately to empower your business growth.

Bookkeeping Service Packages

Clear, accurate, and reliable bookkeeping solutions for growing businesses and nonprofits. Choose the package that fits your organization’s needs and growth stage.

Essential Bookkeeping

Starting at $250 per month

Perfect for startups and small businesses needing clean books and simple monthly reporting.

Services included:

Bank/Credit Card reconciliations
Expense Categorization
Basic Reporting
- Monthly Balance Sheet
- Bank & Credit Card Reconciliations Report
- Basic Cash Activity Snapshot

Standard Bookkeeping

Starting at $500 per month

Ideal for growing organizations that need more visibility, light KPIs, and operational support.

Services included:

Every service that is included in the Essential Bookkeeping
AP/AR aging reports
Monthly KPI mini-dashboard (Top 3 KPIs)
Monthly close checklist
Receipt & document management
Monthly review call (15 minutes)
Email support (24-48 hr response)

Best for: Startups, solopreneurs, consultants, early‑stage nonprofits.

Premium Bookkeeping & Advisory

Best for: Businesses with staff, nonprofits with grants, e‑commerce with moderate volume.

Starting at $900 per month

For established organizations needing full financial clarity, forecasting, and strategic insights.

Services included:

Every service that is included in the Standard Bookkeeping
Cash flow forecasting (30-90 days)
Budget vs. Actuals
Trend & variance analysis
AP/AP management
Payroll coordination
Monthly advisory meeting (30-60 minutes)
Priority support (same-day)

Best for: Growing companies, nonprofits with board reporting, high‑volume e‑commerce, and businesses needing CFO‑level guidance.

Tax Planning & Resolution

Tax Preparation
IRS notices
Payment plans
Audit support

A close-up photograph of a professional's hands pointing at a tax document on a charcoal gray desk. A navy blue folder and a gold pen are visible in the composition. The lighting is bright and professional, characteristic of a high-end North American / US accounting firm.

Comprehensive planning and preparation for individuals and SMEs. We handle complex tax resolutions and IRS compliance with expert precision to minimize your liability.