Service Packages
Financial support that scales with you
Core
prices starting at- Best for: Stable, straightforward businesses.
- Get the essential bookkeeping services necessary to stay organized, remain compliant, and make informed financial decisions. Perfect for businesses that just need reliable, tax-ready monthly financials.
Elevate
prices starting at- Best for: Growing businesses ready for operational relief.
- Confident, done‑for‑you bookkeeping paired with hands-on operational support. We take the day‑to‑day financial tasks off your plate so you can focus entirely on running and growing your business.
Enterprise
prices starting at- Best for: Established businesses ($2M+ revenue) ready to delegate.
- A fully managed, all-inclusive solution acting as your outsourced accounting department. We handle high-volume bookkeeping, A/R, A/P, payroll coordination, and strategic reporting for complex, scaling businesses.
Real humans. Real support. Really accurate payroll.
Payroll shouldn't be a headache. Whether you prefer hands-on control or want to take it off your plate entirely, we have fully managed options to fit your team and keep you compliant.
Guidance when you need it most.
Facing a tough financial decision? Planning a major growth phase? Or just want a second set of eyes on your numbers? Book a strategic, one-on-one advisory session with our CEO, Katie Hanna, or a senior advisor on our team.
Out with the old, in with the organized
Switching to QuickBooks Online or fallen behind on your books? We've seen it all. We will seamlessly migrate you from outdated software, or help you get caught up and confidently back on track. No judgment—just clean books and a fresh start.
Tailored Enhancements for Your Business
Add these specialized services to your package to build a completely custom financial back-office.
Paperless Receipt & Bill Management
Welcome to the paperless era! Snap a photo, forward an email, or upload a pile of scanned invoices. We’ll attach every receipt to its corresponding expense in QBO—no more digging through file cabinets.
Sales Tax Management
If you are required to remit sales tax, we take the compliance burden off your shoulders. We handle the returns so you have peace of mind that they are completed accurately and on time.
Advanced Tracking & Job Costing
Have multiple locations, properties, or distinct business segments? We track and allocate expenses to specific projects, allowing you to accurately measure profitability and identify cost drivers.
Tech & Workflow Consulting
We help you work smarter. We’ll help you find the right software tools, build efficient back-office workflows, and make sure your systems integrate seamlessly with your accounting.
The Details Matter Network (Referrals)
We know people. We have deep relationships with highly qualified CPAs, business specialists, and marketing agencies in our area, and we love connecting our clients with trusted partners.