know your numbers, grow your business.

accounting, bookkeeping & payroll

gain clarity, stay compliant, and make smarter business decisions. We help you track every dollar — income, expenses, payroll, and profit — so you can grow with confidence, apply for loans, and stay ready for tax season.

Real Financial Insight

Understand your actual numbers, profit margins, and cash flow to make confident decisions.

Better Loan Access

Present clean, accurate reports when applying for funding or credit.

Tax-Ready Records

Stay organized and compliant all year long — no more scrambling at tax time.

Strategic Adjustments

Spot unprofitable areas, reduce waste, and improve your business health.

let's make your business unstoppable.

Know your real numbers. Fix what’s broken. Scale what works. From accurate books to actionable insights, we turn your finances into a powerful tool — not just something for tax season. Make your numbers matter. Your data is the GPS of your business, so running a business without bookkeeping is like driving blindfolded.

affordable pricing.

Start Point

For businesses just getting started — track your first coordinates and stay legally aligned.

✔ Onboarding call
✔ QuickBooks setup
✔ Monthly transaction categorization
✔ P&L and Balance Sheet reports
✔ Bank and credit card reconciliations
✔ Tax-ready books for year-end filing
✔ 30-minute monthly review 

2
$ 150

Smart Route

For growing businesses that need ongoing guidance to stay on course and avoid costly detours.

✓ Includes Start Point 
✓ Payroll setup & monthly processing (up to 5 employees)
✓ Quarterly performance summaries
✓ Sales tax filing (if needed)
✓ 1:1 business advisory session (60 min quarterly)

grow
$ 650

Auto Pilot

For established businesses ready to automate, delegate, and scale — we handle the systems so you can focus on growth.

✓ Includes Smart Route
✓ Budget & forecasting setup
✓ Invoicing & accounts receivable
✓ Vendor tracking & accounts payable
✓ Custom dashboards & financial insights

built to scale
$ 1250

how it works

Our process is built for clarity and impact — so you’re not just doing bookkeeping, you’re gaining the insight to lead with confidence. Let us handle the numbers, so you can stay focused on growth.

Step 1: Discovery Call

We begin with a 15–30 minute discovery call to understand your business goals, financial structure, and specific needs.

step 2: automated membership payment setup

We assist you in setting up automated recurring payments for your service package, ensuring seamless and timely billing.

step 3: system setup & access

We set up your accounting system, including QuickBooks configuration with discounted membership pricing, and establish secure access to necessary financial accounts.​

step 4: monthly bookkeeping & payroll

We handle monthly categorization of income and expenses, reconcile bank and credit card statements, process payroll, and prepare financial reports.​

step 5: monthly review session

Each month, we conduct a 30-minute review session to discuss your financial reports, address questions, and provide strategic insights.​

step 6: ongoing support

We provide continuous support to ensure your financial systems remain accurate and up-to-date, assisting with any additional needs as they arise.

F.A.Q.

Got questions? We've got answers.

Yes — even small businesses need to know if they’re truly profitable, stay compliant, and plan for growth.

Absolutely. We offer cleanup services if you’re behind or never started.

Yes, starting in the Smart Route Plan (up to 5 employees). Larger teams can be quoted separately.

Yes. Lenders want accurate financials — we help you present them clearly and professionally. Loan applications can be quoted separately. 

Yes! If none of the listed packages fully match your needs, we’re happy to create a custom plan that works for your business and your budget. Just contact us — we’re flexible and transparent.

This service keeps your books tax-ready. We also offer tax filing services as an add-on.

Yes, you can switch plans as your needs change. Just give us at least 30 days’ notice.

Yes! We offer our clients an exclusive 30% discount on QuickBooks Online subscription when you sign up through us.

Yes, we require a 12-month commitment to our accounting membership plan. This allows us to maintain consistency and deliver the best results for your business.

ready to take control of your business finances?

Stop guessing. Start tracking. Let’s get your numbers working for you.

Contact us today. Let’s turn your financial chaos into clarity — one number at a time.

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