For businesses that want consistent communication and a bit more structure in their financial workflow.

‍ ‍ Everything in Essential, plus:

• Weekly transaction updates

• Manage Financial Statements (to include AP and AR Reporting)

• Year-end preparation for your CPA

• Monthly Business consultation based on your business needs to enable growth and optimization

Designed for businesses that want fuller support without entering full advisory engagement.

Includes everything in Standard, plus:

• Accounts Payable and Accounts Receivable Services

• Priority communication

For businesses that need their books corrected, organized, and brought fully up to date.

‍ ‍What’s included:

• Full review of your existing QuickBooks

• Correction of past transactions and misclassifications

• Month-by-month bank and credit card reconciliations

• Clean organized Chart of Accounts

• Updated financial statements

• A calm, judgement-free process from start to finish.

A fresh, accurate financial foundation that restores clarity, confidence, and peace of mind — and prepares you for ongoing bookkeeping or year‑end tax work.

For new or growing businesses that need a clean, accurate, and professionally built QuickBooks Online file from day one.

What’s included:

• Customized Quickbooks online setup tailored to your business

• Clean, organized chart of account designed for clarity and accuracy

• Bank and card feed connections

• Initial categorization of recent transactions.

• Settings and preferences configured for your workflow

• Invoice, payment and receipt tools set up (as needed)

• A walkthrough of your new workspace so you feel confident using it.