Simplify Your Books, Grow Your Business.

Our Services

Starter
$250.00

  • Connect and reconcile up to 2 bank/credit card accounts in QuickBooks Online​

  • Categorize all transactions using a simple chart of accounts​

  • Record owner draws and basic transfers​

  • Deliver monthly Profit & Loss and Balance Sheet by the 10th​

  • Email summary of issues like missing statements or unusual charges

Core
$400.00

  • Everything in Starter, plus up to 4 accounts (incl. PayPal/Stripe)​

  • Track A/P: enter/code vendor bills, mark as paid​

  • Track A/R: create/send invoices, apply payments, aging report​

  • Sales tax summaries for your tax pro (no filing)​

  • Post payroll journal entries from your payroll service​

  • Deliver P&L, Balance Sheet, A/R & A/P aging reports​

  • Monthly cash flow overview email

Pro
$550.00

  • Everything in Core, plus up to 6 accounts & higher transaction volume​

  • Deeper A/P: vendor lists, bill scheduling, weekly pay lists​

  • Deeper A/R: recurring invoices, overdue reminders​

  • Monthly clean-up for errors/old transactions​

  • Chart of accounts reviews & bank rules setup​

  • Deliver P&L, Balance Sheet, cash summary, aging reports, sales tax summary​

  • Quarterly trends review & year-end tax package

Simple, Stress‑Free, Bookkeeping for Small Businesses

The goal is simple: handle your bookkeeping quietly in the background so you can focus on running your business.

What you can expect:

  • Fixed monthly pricing, no surprises.

  • Clear, easy‑to‑read reports (no jargon).

  • Simple onboarding with checklists and secure document sharing.

Abstract geometric 3D shapes with light pastel coloring and soft shadows, featuring overlapping spheres and rings.

Why Work With Me?

Hi, I’m Josh, a QuickBooks Certified ProAdvisor and working accountant for a small business.

  • Clear, accurate books you can trust each month.

  • Fixed monthly pricing so you always know what to expect.

  • QuickBooks Certified ProAdvisor handling your reconciliations and reports.

  • Friendly, plain‑English explanations when you have questions.

Learn more