What We Do for You
Less time buried in spreadsheets. More time doing what you love. Here's how we make that happen.
Bookkeeping
You'll always know where your money is going. We keep your books clean and up to date every month, so you never have to wonder whether you can afford that next hire or investment.
- Accounts balanced every month
- Every expense sorted and tracked
- Clear reports you can actually read
- Know your cash position at a glance
Controller Services
Outsourced controller support for businesses that need financial oversight without a full-time hire.
- Month-end close management
- Internal controls & processes
- Financial reporting & compliance
- Budget vs. actual analysis
Payroll Management
We manage your payroll through trusted platforms like Gusto and ADP, so your team gets paid accurately and on time, every cycle.
- Payroll processing every cycle
- Payroll tax filings & deposits handled through your payroll platform
- W-2 and 1099 preparation
- Payroll activity reconciled in QuickBooks monthly
Advisory
Big-picture guidance so you can make confident decisions. We turn your numbers into a clear story and help you write the next chapter.
- Know where your business is headed
- Dashboards that make sense
- A growth plan built around your goals
- Understand what drives your profit
Diagnostic Review
Not sure where your books stand? We get temporary access to your QuickBooks, review your financials, and deliver a written report identifying every issue — overstated assets, stale receivables, retained earnings mismatches, and more.
- Temporary access to your QuickBooks file
- Written diagnostic report of all findings
- Actionable recommendations to fix issues
- No commitment required — just clarity
Add-ons
Optional services that pair with any plan. Pricing is custom to each business — we'll quote during your free consult.
1099 Tracking & Filing
Custom pricingWe track every subcontractor payment throughout the year and file accurate 1099s at year-end. No scrambling in January, no missed vendors, no compliance headaches.
- Year-round subcontractor payment tracking
- Vendor W-9 collection and management
- Accurate 1099-NEC and 1099-MISC filing
- IRS deadline compliance
Audit Support
Custom pricingIf you receive a notice or are selected for an audit, we help you prepare. We organize your records, pull the documentation needed, and work alongside your CPA or tax professional to respond accurately and efficiently. Pricing is custom to your situation.
- IRS or state audit response preparation
- Financial record organization and documentation
- Coordination with your CPA or tax professional
- Custom pricing based on scope
Bill Pay Services
Custom pricingWe set up your bills, route them through an approval workflow, and process payments once you approve. You stay in control of every dollar going out — we handle the work behind it. Pricing is custom based on monthly bill volume.
- Bills entered and organized in your system
- Owner approval workflow for every payment
- Vendor management and payment scheduling
- Custom pricing based on monthly volume
Job Costing
Custom pricingKnow exactly which jobs, projects, or contracts are making you money. We set up and maintain job costing in QuickBooks so you can see true profitability by project, phase, or cost code. Pricing is custom based on your business complexity.
- Job costing setup in QuickBooks
- Per-project and per-phase P&L tracking
- Labor, material, and overhead cost allocation
- Custom pricing based on complexity
Plans That Grow With You
Honest pricing, real support, and no surprises. Pick the plan that fits where you are.
Illuminate
Designed for solo operators and early-stage businesses with straightforward finances.
- Monthly transaction categorization
- Bank & credit card reconciliations
- Custom client portal
- Monthly close typically completed by the 20th
- Year-end tax-ready financial package
- Email support
- Dedicated CPA on your account
Navigate
Most PopularDesigned for growing businesses that want clarity, context, and ongoing financial insight - not just clean books.
- Everything in Illuminate
- Monthly transaction categorization
- Multi-entity bookkeeping
- Monthly close typically completed by the 15th
- Monthly Financial Insight Video (5-10 minute prerecorded walkthrough)
- Financial KPI Snapshot - Includes 3-5 key KPIs
- Priority email support
- Annual financial strategy call
Elevate
Designed for established, growth-focused businesses that require forward-looking financial visibility, structured reporting, and strategic guidance.
- Everything in Navigate
- Monthly transaction categorization
- Monthly close typically completed by the 10th
- Custom branded monthly management report
- Rolling 8-12 week cash flow forecast updated monthly
- Monthly budget vs actual report
- Financial KPI snapshot - Includes 5-7 key KPIs including cash runway
- Multi-entity bookkeeping
- Quarterly strategy sessions
- Priority support access for leadership
Starting prices shown. Final pricing is based on the complexity of your finances — not billable hours.
Estimate Your Investment
Use our calculator to get a ballpark estimate based on your business.
Your Business
Select Services
Monthly reconciliation, categorization, and financial statements.
Month-end close oversight, cash flow management, vendor and payroll coordination, and internal controls for businesses that need a financial operator without the full-time hire.
Strategic financial guidance, forecasting, and decision support for growing businesses.
Free QuickBooks review with a written report of findings.
Common Questions
What's included in the monthly price?
Everything listed in your plan, bookkeeping and any included extras like payroll or advisory calls. There are no hidden add-ons or surprise fees.
Are there any long-term contracts?
No long-term commitments required. Our engagements are month-to-month, and you can adjust or cancel anytime with 30 days' notice.
What if my business grows and I need to upgrade?
That's what we're here for. Moving between plans is seamless, we'll adjust your services to match your needs, and you'll always know the cost upfront.
How fast can you get started?
Most clients are fully onboarded within a week. We'll handle the transition from your current setup, the timeline really comes down to how quickly you can get us what we need.
What is a Diagnostic Review?
We get temporary access to your QuickBooks file, review your financials, and deliver a written report identifying everything that needs attention: overstated assets, stale receivables, retained earnings issues, and more. It's free, and there's no commitment required.
Not sure where to start?
That's what the first call is for. Tell us about your business and we'll point you in the right direction, no pressure, no commitment.