📘 Small Business Bookkeeping

Clear Books. Peace of Mind. Expert Help.

We offer monthly bookkeeping and budget management services tailored to small business owners and individuals who want to stay organized, understand their finances, and stay ready for tax time—without the overwhelm.

💼 What We Offer

Our services are powered by QuickBooks Online Accountant and include:

  • Bookkeeping Services
    • Real-time view of income and expenses
    • Bank and credit card reconciliations
    • Quarterly Profit & Loss and Balance Sheet reports
    • Categorization of income and expenses
    • Tax-ready books and year-end support
    • Add-on services: 1099 filing, sales tax tracking, and payroll coordination
  • Budget Management
    • Custom monthly or quarterly budget planning
    • Real-time comparisons of budget vs actuals
    • Alerts and reports to help manage cash flow
    • Support setting goals for spending, saving, or scaling
    • Optional: we can track business and personal budgets

👥 Who This Is For

  • Self-employed professionals and gig workers
  • New entrepreneurs unsure how to manage cash flow
  • Business owners who want peace of mind about finances
  • Clients blending personal and business finances (we help you separate and streamline)

💲 Pricing

Bookkeeping: Starting at $200/month
Based on transaction volume and number of accounts.
Includes access to QuickBooks Online Accountant under our advisor license.

Budget Management Add-On: $50/month
Includes personalized budget plan, tracking tools, and monthly check-in.

1099 Filing

  • $35 per 1099
  • $25 per 1099 for current bookkeeping clients

Catch-up Bookkeeping
Available for past-due books—we’ll get you current and compliant.

🛠 How It Works

  1. Book a free consultation
    We’ll review your business and recommend a service level.
  2. We set up or connect your QuickBooks account
    Included with your plan
  3. You securely link your business accounts
    We use bank-level encryption and help you get everything connected.
  4. We handle the books and track your budget
    You’ll get monthly reports, budget feedback, and peace of mind.

🚀 Ready to Get Started?

Let’s build a financial system that supports your goals.
Book a Free Call or Request a Quote today.