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Accurate Books

Clear Decisions

Take control of your books with QuickBooks Online and keep your finances clear and up to date.

Our Bookkeeping Services

Every business is different, and so are your bookkeeping needs. Use this table to see what’s included in each package and choose the one that feels right for

where you are right now.

Basic Package
Essential Support

Starting At

200

$

For startups, solopreneurs, and small businesses needing compliance and simple records.

Get Started

  • Bank & credit card transaction recording (up to X accounts/month)

  • Monthly account reconciliation

  • Categorization of income & expenses

  • Standard financial reports (P&L, Balance Sheet, Cash Flow)

  • Email support

Intermediate Package
Growth Support

Starting At

400

$

For growing businesses that need deeper insights and smoother processes.

Get Started

  • Everything in Basic, plus:

  • Accounts payable & receivable management (invoices & bills)

  • Payroll processing (up to X employees)

  • Sales tax tracking & filing support

  • Budget vs. actuals reporting

  • Quarterly review call/meeting

  • Priority email + phone support

Advanced Package
Full- Service

Starting At

750

$

For established businesses needing strategy, forecasting, and hands-on guidance.

Get Started

  • Everything in Intermediate, plus:

  • Cash flow forecasting & management

  • Job costing, class, and location tracking

  • Custom financial dashboards & KPI reports

  • Advanced tax planning & preparation support

  • Audit & compliance support

  • Dedicated monthly strategy meeting

  • Unlimited email + phone support

Why QuickBooks Online?

QuickBooks Online keeps small businesses and eCommerce sellers organized with automatic feeds, integrations, and clear reports—all in one platform.

Easy Access and Automation

  • Access Anywhere – Work on your books anytime, from any device.

 

  • Automated Transactions – Bank feeds and recurring entries save you time and reduce errors.

​​

Business Insights

  • Clear Reports – See your cash flow, profits, and expenses at a glance.

​​

  • Sales & Tax Tracking – Keep up with sales across platforms and stay compliant.

​​

Scalable & Integrated

  • Platform Integration – Syncs with Shopify, Amazon, Etsy, PayPal, and more.

​​

  • Grows With You – Upgrade plans as your business expands without switching systems.

Our Process

Step 1

Discovery & Assessment

We start by learning about your business, your goals, and your current bookkeeping setup. This helps us identify the right QuickBooks Online plan and understand any cleanup or organization your books need.

 

You get a customized solution that fits your business, so you’re not paying for features you don’t need.

Step 2

Setup & Cleanup

Next, we set up QuickBooks Online (or clean up your existing books) by connecting your bank accounts, credit cards, and sales platforms like Shopify or Amazon. We organize transactions, categorize expenses, and ensure everything is accurate.
 

Your books are reliable, organized, and ready for reporting and taxes.

Step 3

On Going Support

Once your books are set up, we provide monthly reconciliations, clear financial reports, and expert guidance. You’ll always know your cash flow, profits, and where your money is going. We’re here to answer questions and help you make informed business decisions.


Peace of mind knowing your finances are accurate and up to date, with a team you can trust.

Why Work With Us?

​Choosing the right QuickBooks plan is just the start—getting it set up correctly makes all the difference. We specialize in helping small businesses and eCommerce sellers get the most out of QBO, from initial setup to ongoing monthly support.

Pink Oyster Mushrooms

Solutions for Every Stage

Start Fresh

Bring us your receipts, invoices, and any scattered business records, and we’ll organize everything into a clean, fully functional QuickBooks Online file. Your books will be accurate, up to date, and easy to manage going forward—so you can focus on running your business.

What’s included:

  • QuickBooks Online subscription setup

  • New company file creation

  • Custom chart of accounts tailored to your business

  • Customer and vendor list setup

  • Custom invoice and job proposal/estimate templates

  • Accounts organized for future tax purposes

  • State sales and income tax schedules setup

  • Scheduled payments for recurring obligations

What’s included:

  • Monthly bank and credit card reconciliations

  • Categorization of income and expenses

  • Sales and tax tracking

  • Monthly profit & loss and balance sheet reports

  • Expense management and vendor tracking

  • Payroll recording (if applicable)

  • Ongoing review to keep books accurate and tax-ready

Monthly Bookkeeping

Stay on top of your finances with ongoing monthly support in QuickBooks Online. We’ll reconcile your accounts, track income and expenses, and provide easy-to-read reports so you always know where your business stands.

Get Caught Up

Behind on your books? We’ll bring your QuickBooks Online file up to date, fix errors, and organize past transactions so your records are accurate and reliable. Whether you’re months or years behind, we’ll get you caught up and back on track.

What’s included:

  • Review of past financial records

  • Correction of errors and duplicate entries

  • Categorization of uncoded transactions

  • Reconciling missed months or years

  • Sales tax and payroll adjustments (if applicable)

  • Updated reports for tax filing and business planning

  • Organized books ready for ongoing maintenance

Take Control of Your Finances

Request a Free Quote

Take the first step toward simple, accurate, and worry-free accounting—so you can focus on growing your business with confidence.

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