Our Trusted Services and Special Offers

Basic Package – Bookkeeping Essentials 

Best for: Freelancers, sole proprietors, small businesses. 

• Recording income & expenses

• Monthly bank/credit card reconciliation

• Financial statements (P&L and Balance Sheet) 

• Detailed monthly management reports + KPIs

• Unlimited email + phone support 


Standard Package – Bookkeeping + Payroll 

Best for: Small businesses with employees/contractors. 

• Everything in Basic Package 

• Payroll processing (up to X employees, biweekly/weekly) 

• Payroll tax filing and quarterly compliance reports 

• 1099 Preparation

• A/P or A/R Processing

Premium Package – Full-Service Accounting 

Best for: Growing businesses need hands-off support. 

• Everything in Standard Package 

• Unlimited payroll processing (employees & contractors) 

• Inventory and Project Management 

• Sales tax filing 

• Year-end accountant/tax prep support


Add-On Services

QuickBooks Online setup & training 

Historical bookkeeping cleanup 

New business formation

1099 preparation

Payroll setup (Gusto, QBO, ADP) 

WC Audit support