Monthly Bookkeeping Services

  • Intro Bookkeeping

    - Track Income & Expenses

    - Import & Categorize Receipts

    - Generating Monthly Reports

    - Email Support for General Questions

  • Bronze Bookkeeping

    Includes Intro Bookkeeping +

    - Maximizing Tax Deductions

    - Managing Vendors

    - Managing 1099 Contractors

    - Creating a Company Budget (not management)

    - (1) Insight Call

  • Silver Bookkeeping

    Includes Bronze Bookkeeping +

    - Managing Cash Flow

    - Sending Estimates & Invoices

    - Bill-Pay Management

    - Quarterly Budget Assessment

    - (1) Insight Call

  • Gold Bookkeeping

    Includes Silver Bookkeeping +

    - Managing Company Budget

    - Managing & Tracking Invoices

    - Accounts Receivables

    - Accounts Payables

    - Business Analytics & Insight

    - Business Credit Guidance

Niche Industry Services

  • Rent tracking, tenant ledgers, owner draws, expense classification, and monthly reporting for landlords, STR hosts, and multi-unit rentals.

  • Full-service bookkeeping for POS sales, tip tracking, merchant payout reconciliation, and COGS reporting — built for high-volume hospitality operations.

  • Marketing firms, influencers, and content creators tracking digital revenue, affiliate income, ad payments.

  • Founders creating 501(c)(3) orgs needing compliant COAs, bylaws, and financial reporting.

Book Consultation
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A La Carte