Our Services

Financial Cleanup

Starting at $1,500 per year reconciled

(Discounted with ongoing Bookkeeping Services)

A bookkeeping cleanup reviews, corrects, and organizes financial records to ensure accuracy and compliance. This is often needed when a business's books are messy, outdated, or have errors that could impact financial reporting, tax filings, and decision-making.

  • Assess the Current Books – Identify errors, missing transactions, and discrepancies.

  • Reconcile Bank & Credit Card Accounts – Ensure all transactions match bank statements.

  • Review & Correct Transactions – Categorize income and expenses correctly.

  • Fix Accounts Payable & Receivable – Ensure outstanding invoices and payments are accurate.

  • Adjust Journal Entries – Correct any misposted transactions.

  • Verify Payroll & Tax Records – Ensure compliance with tax regulations.

  • Generate Accurate Financial Reports – Provide clean Profit & Loss, Balance Sheet, and Cash Flow reports.

Monthly Bookkeeping Services

Ledger for New Businesses

$150.00 / Month

Bank Feeds & Reconciliation 

Transaction Categorization

Chart of Accounts Management

General Ledger Access 

Quarterly Financial Reports

Audit Log

Payroll and Other Services Available 

* Includes your QuickBooks Subscription

Essentials for Small Businesses

$480.00 / Month

Bank Feeds & Reconciliation 

Transaction Categorization

Chart of Accounts Management

General Ledger Access 

Invoicing & Payments Bill & Expense Management

Time Tracking

Sales Tax Tracking

Financial Reports

Audit Log

Multi-User Access (Up to 3 Users)

Mobile Access

Payroll and Other Services Available 

* Includes your QuickBooks Subscription

Customized Solutions

Starts at $950.00 / Month

All of the services of Essentials with these additional services:

Inventory Tracking

Accounts Receivable Management

Project Profitability Tracking

Class & Location Tracking

Budgeting & Forecasting

1099 Contractor Management

Customized Reports

Get deeper insights into business performance.

Payroll and Other Services Available 

* Includes your QuickBooks Subscription

Get CreditReady

Getting “CreditReady” is our loan advisory service for small businesses. We help small companies navigate the loan process, ensuring they secure the right financing with the best possible terms. We act as a financial guide, assisting businesses to understand loan options, prepare strong applications, and negotiate favorable terms.

Our service includes:

Assess Financial Health & Loan Readiness

Analyzes cash flow, debt-to-income ratio, and financial statements
Identifies areas for improvement before applying

Find the Best Loan Options

Evaluates loan types (SBA, term loans, lines of credit, equipment financing, etc.)
Matches businesses with the best lenders based on qualifications.
Helps avoid predatory loans with high interest rates and hidden fees

Assist in Loan Application & Documentation

Gathers required financial documents (bank statements, tax returns, balance sheets)
Reviews and suggests corrections to financial documents
Helps prepare a business plan & projections if required
Ensures application is complete and error-free to avoid delays

Improve Loan Approval Chances

Provides strategies to boost credit scores
Advises on how much to borrow to avoid excessive debt

Negotiate Better Loan Terms

Works with lenders to secure lower interest rates
Negotiates repayment terms that fit cash flow
Reduces unnecessary fees & penalties

Create a Loan Repayment Strategy

Helps businesses plan how to repay the loan without financial strain
Ensures loan aligns with growth goals & cash flow projections