our services
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Monthly Bookkeeping
Our signature done for you service that keeps your finances organized all year long and helps you gain confidence in your numbers. Seeing our numbers clearly and consistently allows us to make strategic decisions for our business that lead to growth.
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Services included:
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Detailed transaction categorization
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Bank reconciliations
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Financial reports & recap
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Review calls as needed
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Email support
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CPA Coordination
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Starting at $350 per month
QuickBooks Setup & Training
For the business owner that wants to manage their own bookkeeping in QuickBooks. We will help you setup and optimize your account, then show you how to complete the work.
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Services included:
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Account setup or optimization
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Custom Reports
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Training Sessions
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Semi-custom video library
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60 days of email support
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Starting at $697
Bookkeeping Cleanup
This is for you if you haven't done any of your bookkeeping for the year, or maybe started working on it and didn't finish. We can come in and get you all caught up. Once your file is up to date you will receive year to date financial reports and an optional 1:1 meeting to review your numbers together.
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Pricing varies, quote will be received after a review of your account
"Shauna is an amazing bookkeeper! I was nervous about hiring someone to help me because I was worried about the mess I made trying to manage it myself, but she made me feel truly comfortable, and having everything organized each month has been a huge help."
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Kiley R.
Professional Organizer
Ready to get started?
SUBMIT APPLICATION
Fill out the application on our contact page and we will reach out to you with a link to schedule a call
DISCOVERY CALL
We will meet through Zoom or chat over the phone to discuss your business needs and see if we would be a good fit for your business
PROPOSAL & ONBOARDING
If you decide to become a client, you will be sent a proposal to sign. As soon as the proposal is signed, onboarding can begin!