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Effortless Bookkeeping Support for Your Business
Personalized Financial Support Anytime
Monthly Bookkeeping
Keep your financial records accurate, organized, and ready for tax season without managing every transaction yourself.
Services may include:
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Categorizing business income and expenses
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Reconciling bank and credit card accounts
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Reviewing transactions for missing or duplicate entries
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Maintaining organized financial records
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Monthly profit and loss and balance sheet reports
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Identifying unusual transactions or discrepancies
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Preparing books for your tax professional
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Monthly bookkeeping review and communication
Best for: Small businesses, service providers, owner-operators, freight companies, and growing businesses that need dependable monthly financial organization.
Bookkeeping Essentials
For small businesses with straightforward activity and a limited number of accounts.
Includes:
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Up to two bank or credit card accounts
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Monthly transaction categorization
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Monthly reconciliations
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Profit and loss report
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Balance sheet
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Basic month-end review
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Email support
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Tax-ready year-end records
A practical limit would be approximately 100 monthly transactions.
Bookkeeping Plus
For established businesses with more accounts, transactions, and monthly financial activity.
Includes everything in Essentials, plus:
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Up to five financial accounts
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Approximately 250 monthly transactions
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Customer invoice support
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Bill and expense tracking
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Accounts receivable review
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Customized monthly reports
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Monthly financial review meeting
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Priority email support
Most popular for established small businesses.
Business Financial Support
For growing businesses that need bookkeeping plus closer financial and administrative oversight.
Includes everything in Bookkeeping Plus, plus:
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Higher transaction volume
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Additional bank and credit card accounts
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Accounts receivable monitoring
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Customer payment and discrepancy research
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Monthly performance summary
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Monthly meeting
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Customized reporting and trackers
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Coordination with the client’s tax professional
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Priority support
A practical limit would be approximately 100 monthly transactions.
Bookkeeping Cleanup and Catch-Up
Behind on your bookkeeping? We organize prior months or years of financial activity so your records are accurate and usable again.
Services may include:
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Reviewing existing bookkeeping records
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Categorizing uncategorized transactions
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Reconciling bank and credit card accounts
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Correcting duplicate or inaccurate entries
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Reviewing opening balances
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Organizing missing financial information
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Preparing updated financial reports
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Getting records ready for tax preparation
Best for: Businesses that have fallen behind, mixed personal and business expenses, incomplete QuickBooks records, or financial records maintained only through bank statements and spreadsheets.
Accounts Receivable Support
Stay on top of customer invoices, unpaid balances, deductions, and payment discrepancies with organized accounts receivable support.
Services may include:
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Creating and sending customer invoices
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Recording and applying customer payments
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Monitoring open and past-due invoices
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Preparing and maintaining aging reports
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Following up on overdue balances
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Researching short payments and payment discrepancies
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Reviewing customer deductions, shortages, and credits
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Maintaining collection notes and follow-up records
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Reconciling customer accounts
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Providing regular Accounts Receivable updates
Best for: Businesses that invoice customers and need help improving payment tracking, resolving discrepancies, and maintaining accurate receivable records.
Accounts Payable Support
Keep vendor bills, due dates, expenses, and payment records organized so your business can avoid missed payments and maintain accurate financial records.
Services may include:
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Entering and organizing vendor bills
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Tracking payment due dates
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Maintaining Accounts Payable reports
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Matching bills with receipts, purchase orders, or supporting documents
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Reviewing bills for duplicates or missing information
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Preparing payment schedules
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Recording vendor payments
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Reconciling vendor statements
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Researching vendor account discrepancies
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Maintaining vendor records and documentation
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Coordinating payment information for owner approval
Best for: Small businesses that receive regular vendor bills and need a consistent process for tracking expenses, approvals, and payments.
Payment authorization and final payment approval remain with the business owner unless otherwise agreed.
QuickBooks Setup and Support
Get QuickBooks organized correctly and learn how to use it with greater confidence.
Services may include:
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New QuickBooks Online company setup
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Chart of accounts organization
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Bank and credit card connections
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Customer and vendor setup
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Products and services setup
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Invoice and payment workflow setup
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Bank-rule creation
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Basic reporting setup
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Review of existing QuickBooks records
Best for: New businesses, business owners moving away from spreadsheets, or companies with a QuickBooks account that needs better organization.
Freight and Logistics Administrative Support
Specialized administrative and financial support for freight businesses, carriers, owner-operators, and transportation service providers.
Services may include:
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Organizing freight income and expenses
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Reviewing settlement statements
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Maintaining customer and carrier records
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Invoice preparation and tracking
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Accounts Receivable follow-up
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Fuel, maintenance, toll, and operating-expense organization
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Document and receipt organization
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Load and payment tracking
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Administrative coordination and record maintenance
Best for: Owner-operators, small carriers, freight companies, and transportation businesses that need organized records and reliable back-office support.
Pricing depends on the number of trucks, accounts, transactions, invoices, and administrative responsibilities.
SPECIALIZED FREIGHT PACKAGES
Freight Business Plus
Includes:
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Everything in Owner-Operator Essentials
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Multiple financial accounts
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Invoice tracking
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Accounts receivable monitoring
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Customer payment follow-up
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Load and payment tracker maintenance
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Customized freight expense reporting
Business Organization and Operations Support
Build simpler systems for managing business records, recurring tasks, documents, and daily administrative work.
Services may include:
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Creating administrative workflows
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Organizing digital files and business records
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Developing checklists and standard operating procedures
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Organizing recurring business responsibilities
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Improving invoicing and payment processes
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Setting up customer and vendor records
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Coordinating administrative projects
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General executive and business support
Best for: Small business owners who are handling too many administrative responsibilities and need better systems, structure, and follow-through.
Additional Support
Every business has different operational needs. Support plans are customized based on workload, services requested, and the level of ongoing assistance required.
Pricing $55/hour