Bookkeeping Services

🌱 Essential Bookkeeping

Reliable, accurate bookkeeping to keep your business organized and stress-free.

• Monthly transaction categorization

• Bank & credit card reconciliations

• Financial statements (Profit & Loss, Balance Sheet)

• Monthly summary

🚀 Growth & Insight Bookkeeping

Bookkeeping plus deeper insight so you can understand and grow your business.

• Everything in Essential

• Accounts payable & receivable tracking

• Cash flow tracking

• Monthly financial review + insights

• Priority support

🔒 Compliance & Full-Service Bookkeeping

High-level bookkeeping support for businesses that require accuracy, organization, and full visibility.

• Everything in Growth

• Cleanup / catch-up bookkeeping

• Audit-ready financials

• Compliance-focused reporting

• Ongoing support and guidance

🌿 Cannabis Compliance Add-On

Additional bookkeeping support tailored to cannabis businesses with higher compliance needs.

• 280E-aware bookkeeping structure

• Cost of Goods Sold (COGS) tracking

• Compliance-ready financial organization

💳 Payroll Services

Full-Service Payroll

Accurate, reliable payroll services so your team gets paid correctly and on time—without the stress.

• Payroll processing (weekly, biweekly, or monthly)

• Payroll tax calculations

• Federal and state payroll tax filings

• Year-end forms (W-2s, 1099s)

• Payroll reporting

✅ Certified Payroll (If Required)

Specialized payroll reporting for businesses working on regulated or government-funded projects.

• Certified payroll processing and reporting

• Compliance with federal and state requirements

Accurate documentation and recordkeeping

🔧 Onboarding & Setup

• A one-time onboarding fee applies to all new clients.

• This covers the initial review of your books, setup of your accounting system, and ensuring everything is accurate, organized, and ready for ongoing service.

• Pricing is based on the current condition of your books and the level of setup or cleanup required.

💻 Software

• Clients are responsible for the cost of their QuickBooks Online subscription.

• I will assist with selecting the appropriate plan and handle setup as part of your onboarding process.

🤝 Working With Tax Professionals

• While I do not prepare or file federal or state income tax returns, I work closely with trusted tax professionals and CPAs to ensure your business is fully supported.

• I provide accurate, organized, and audit-ready financials so your tax professional has everything needed to file your returns correctly and efficiently.

• If you do not currently have a CPA or tax professional, I am happy to connect you with trusted professionals.

• I also coordinate directly with your tax preparer as needed to answer questions, provide documentation, and support the overall process.

💰 Pricing

Custom pricing based on business size and needs.

📞 Call to Action

Not sure what level of service you need?

Let’s talk. I’ll take a look at your current setup and recommend what makes the most sense for your business.