Our Services

Bookkeeping

  • Accurate, up-to-date bookkeeping tailored to your business needs including monthly bookkeeping, quarterly reviews, and annual bookkeeping services.

  • Bookkeeping clean-up and catch-up services for business that need their books up to date.

  • Organized financial records with income tracking, expense tracking, and account reconciliations.

  • Clear financial reports so you always understand your business performance.

  • A strong financial foundation for tax season and smarter business decisions.

Business Set-up

  • Step-by-step guidance to set up your new business correctly.

  • Assistance choosing the right business structure: LLC, DBA, sole proprietorship, S-Corp, C-Corp, Non-profit, etc.

  • Filing of LLC formation and EIN registration with IRS.

  • Help registering for required licenses, permits, and tax IDs to stay compliant.

  • Guidance on opening your business bank account.

  • Clear explanations at every stage so you feel confident as a business owner.

Tax Preparation Support

  • Organize your financial records and documents to get ready for tax filing.

  • Prepare accurate Profit and Loss reports for your tax return.

  • Review income and expenses to help identify potential deductions.

  • Ensure your financial records are clean, complete, and tax-ready.

  • Coordinate with your tax preparer or CPA to support a smooth filing process.

Leave your bookkeeping worries to us, so you can focus on growing your business.

Our Packages

Basic

$ 300 / month

Perfect for freelancers or small side hustles who need simple support.

  • Monthly bookkeeping (up to 50 transactions)

  • Basic financial reports (Profit & Loss, Balance Sheet)

  • Year-end summary for tax prep

  • Email support for quick questions

  • Guidance to stay organized year-round

Ideal if you’re just starting and need reliable record-keeping without the extras.

Growth

$ 500 / month

most popular

Great for growing businesses that want more detailed support.

  • Monthly bookkeeping (up to 150 transactions)

  • Complete financial reports with insights

  • Company setup assistance (licenses, tax ID, structure guidance)

  • Tax preparation: we prepare everything you need before filing

  • Priority email & phone support

Best for side hustlers and small business owners ready to scale with confidence.

Pro

$ 800 / month

Top features

A full-service package for entrepreneurs who want to achieve pro-level growth.

  • Advanced bookkeeping (up to 300 transactions)

  • Custom financial statements & cash flow tracking

  • Full company setup, compliance, and registrations

  • Complete tax preparation: ready for filing

  • Quarterly strategy calls + year-round support

We also offer Annual Bookkeeping Services

Year-End Bookkeeping Package

$ 600

Perfect for small business owners who need help reviewing their books and preparing their financial records once a year.

  • Books review and cleanup to ensure your financial records are organized and accurate.

  • Bank account reconciliation to verify that your transactions match your bank statements.

  • Preparation and filing of 1099-NEC forms for up to 3 contractors.

  • Seller’s permit filing to keep your business compliant.

  • Preparation of a Profit & Loss report summarizing your yearly business activity.

Ready to get your books organized and tax-ready?

Other Services

We also offer additional services to support small business owners who need guidance, training, or help with specific financial tasks.

  • Bookkeeping consulting to answer questions and provide guidance on managing your business finances.

  • QuickBooks training and support to help you confidently manage your bookkeeping system.

  • 1099-NEC preparation and filing for independent contractors.

  • Seller’s permit registration and filing to help your business stay compliant.

  • Financial organization and bookkeeping support for businesses that need help getting started.

Need help starting your LLC?

You can start today

Our service includes:

✔️ Articles of Organization

✔️ Statement of Information

✔️ EIN registration with the IRS

✔️Operating Agreement

✔️ Guidance to open a business bank account

LLC Formation Service is $400 + state filing fees

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We simplify bookkeeping for small businesses and entrepreneurs, handling the details so you can stay organized and ready for taxes. You gain clarity, save time, and build a strong foundation for success.

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