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Working with Financial Documents
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Services that Make Sense

We run the numbers so you can run your business—with confidence, clarity, and a whole lot less stress.

Keeping Your Books

We know not all small businesses are the same. That’s why we offer three flexible bookkeeping packages built around QuickBooks Online. Whether you’re brand new to it all or just tired of winging it every tax season, there’s a happy place for you here.

Seed

Starting at $375/mo.

Perfect for the solo business owner who just wants to stop dreading tax time. We’ll keep your books tidy and your financial foundation solid—no spreadsheets required.

  • Monthly transaction categorization

  • Ready-for-your-CPA P&L and Schedule C

Sprout

Starting at $550/mo.

Our most popular plan!  Adds deeper insights and bank-matching precision.

Everything in Seed, plus:

  • Monthly reconciliation to match to your statements

  • Monthly financial reports

  • Answers to your questions & contact with your CPA

Bloom

Starting at $1200/mo.

For the business owner juggling a lot—we handle the numbers so you can focus on the magic only you can do.

Everything in Sprout, plus:

  • Full-service A/P & A/R (we create and track invoices & bills)

  • Personalized monthly strategy sessions

Quickbooks Online

We specialize exclusively in QuickBooks Online, because keeping things streamlined = keeping things happy. All of our bookkeeping services are built around QBO, so if that’s your platform, you’re in the right place! If you’re not set up yet, don’t stress—we can help you migrate from another system or create your QBO account from scratch.

Let’s make sense of your numbers. Quick chat, clear plan, less chaos.

DROP A LINE!

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