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Bookkeeping Services

Reliable, standalone bookkeeping for service-based businesses not quite ready for a full advisory package.
We keep your books clean and up-to-date with monthly reconciliations, expense tracking, and financial reporting. Add-ons like payroll, rental portfolio management, or family office support are available as needed. Standalone services start at $350/month.

Let's Break Down the Process

A simple, reliable way to get your books clean, accurate, and up-to-date.

Discovery Call

We start with a quick 30-minute call to understand your current bookkeeping setup, discuss your needs, and make sure we’re a good fit to work together.

Info Gathering and Onboarding

We collect your documents securely, do any necessary cleanup to get your books in order, and handle all the basics to set everything up smoothly.

Ongoing Books Maintenance

Your books stay current every month with timely reconciliations and reporting. This gives you accurate financials to run your business better and plan taxes proactively.

Who This Is For

Solopreneurs and New Businesses

Just starting out or running a one-person operation? Our standalone bookkeeping keeps your finances organized and compliant without overwhelming costs or commitments. Perfect for getting clean books from day one.

Growing Service Based Businesses

Scaling your firm and needing reliable monthly books, payroll, or catch-up work? We handle the details so you can focus on clients and growth, with flexible add-ons like rental portfolio tracking when you need them.

Established Mid-Sized Businesses

Running a multi-six or seven-figure business and want accurate, timely financials for better decisions? Our bookkeeping gives you the foundation for proactive tax planning and efficient operations, tailored to your size.

Real Estate Investors and Portfolio Owners

Managing rentals or family holdings alongside your main business? We offer specialized bookkeeping support for portfolios, keeping everything clear and tax-ready without the full CFO commitment.

Custom Pricing for your Bookkeeping Needs

Every business has different bookkeeping requirements, so we create a plan that fits exactly what you need.

Monthly services start at $350, with flexible add-ons like payroll or rental portfolio support.

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