For business owners who need clean books, reliable reports, and relief from financial chaos.
Best for: Owners who want accurate monthly accounting, tax-ready records, and peace of mind that the basics are being handled correctly.
Accounting support built for where you are — and where you’re going.
Whether you need cleaner books, better reporting, tax-ready records, or more strategic financial guidance, our managed accounting packages are designed to help you feel more organized, informed, and confident.
Our Packages
Built for where you are, designed for where you’re going.
Foundation
Get organized.
Clarity
Turn Reports into Insight
For growing businesses that want more detailed reporting and a clearer view of performance.
Best for: Owners who need more than standard reports — such as accrual reporting, custom reporting, payroll/app reconciliations, project or class tracking, or deeper visibility into trends.
Visionary
Build what comes next.
For owners who want higher-level financial guidance, tax strategy, forecasting, and support making decisions that shape the future of the business.
Best for: Owners who want to use their numbers to improve profit, cash flow, tax planning, owner pay, growth, and long-term value.
Managed Accounting, Not Basic Bookkeeping
You may already have bookkeeping or accounting help. But if your reports are late, inconsistent, incomplete, or hard to trust, they are not doing enough for your business.
| Basic Bookkeeping | Our Managed Accounting |
|---|---|
| Transactions are entered | Transactions are reviewed and reconciled |
| Reports are generated | Reports are reviewed for accuracy |
| Issues may wait until year-end | Issues are caught throughout the year |
| Limited accounting oversight | Senior accountant and CPA oversight |
| Reactive support | Organized monthly process |
| Tax-time cleanup | Tax-ready records throughout the year |
What Every Package Includes
We believe great client service starts with a great team.
- Monthly accounting and reconciliations
We post and reconcile your bank, credit card, and loan activity so your books stay current. - Monthly financial statements
You receive organized reports that help you see where your business stands. - Financial accuracy reviews
We review your books for missing items, unusual balances, duplicate transactions, reconciliation issues, and other problems that could affect your reports. - Senior accountant and CPA oversight
Your accounting is not just processed. It is reviewed and managed with a higher level of expertise. - Chart of accounts management
We keep your reporting structure organized as your business changes. - 1099 and year-end readiness
We track 1099-related items and issue 1099s for you - Secure client portal and cloud tools
You have a secure place to share documents, view reports, and communicate with our team.
Add More Support as Your Business Grows
As your business becomes more complex, your accounting may need to do more than produce basic monthly reports. Depending on your package, we can add services such as:
-
More detailed reporting
Accrual reporting, project/customer/class reporting, custom reports, KPIs, dashboards, and financial analysis. -
Workflow and system support
Payroll reconciliations, app integrations, payment processor syncing, Dext receipt management, A/R and A/P review, and cleaner monthly processes. -
Tax and planning support
Tax projections, tax strategy, entity review, scheduled owner distribution guidance, and CPA check-ins. -
Forward-looking advisory
Budgeting, cash-flow forecasting, industry benchmarking, business planning, personal wealth balance sheet support, and profit improvement sessions.
Are We the Right Fit?
We do our best work with business owners who want a long-term accounting partner, not just basic data entry.
We may be a good fit if you:
-
Value accurate, reviewed financials
You want accounting that is handled carefully and reviewed for accuracy — not just transactions entered into QuickBooks. -
Want useful reporting
You want reports that help you understand where your business stands and what deserves attention. -
Are comfortable with cloud-based tools
We use QuickBooks Online, secure client portals, online document sharing, and other technology to keep work organized and efficient. -
Communicate consistently
Great accounting is a partnership. We need timely responses and documents from you so we can keep your books, reports, and tax work accurate. -
Respect a thoughtful communication rhythm
We generally respond within 1–3 business days. We do not offer instant, on-demand communication, but we do aim to be clear, helpful, and dependable. -
Value professional guidance
You are looking for a team that can help you understand your accounting, taxes, and reporting — not teach you to become your own accountant.
Wherever you are, we’ll meet you there.
No pressure. No pushy sales tactics. Just a conversation about where you are, what you need, and whether we are the right fit.
Would you like to find out more?