
Consulting, Software & Workflow Optimization
We will work with you to ensure that your financial statements are in compliance with all applicable accounting standards and regulations.
What our clients say








Smarter Systems for Smoother Operations
We provide hands-on consulting to streamline your financial workflows, recommend and implement the right accounting software, and build custom processes to save time and reduce errors. Whether you're scaling or simply tired of inefficiencies, we help make your back office run smarter.
Quickbooks Online Setup and Clean-Up
We will work with you to setup QuickBooks Online
Bookkeeping Advisory Services
Ongoing expert support to help you make smarter decisions.
Accounting Software Coaching
Personalized training so you or your team can confidently manage the books.
Electronic Data Storage
Experience stress-free organization when financial source documents are stored electronically
Remote Financial Consulting
Receive professional guidance and mentorship on a monthly basis
Software Integrations
Connect your systems to automate and streamline your financial workflows.

Built for Business Owners Who Want Clarity & Control
Our services are designed for business owners who are ready to get out of the weeds and gain true financial visibility. Whether you’re just getting organized or scaling fast, we help you stay on track and make confident decisions backed by clean, accurate data.
Support That Works for You:
- A reliable team to handle the financial details
- Peace of mind knowing your books are done right
- More time to focus on growth, not spreadsheets
- Real-time insights to guide your business decisions
Built for Business Owners Who Want Clarity & Control
Our Services are designed for business owners who are ready to get out of the weeds and gain true financial visibility. Whether you’re just getting organized or scaling fast, we help you stay on track and make confident decisions backed by clean, accurate data.

Accurate, Reliable Books
Stay organized with detailed financial records that help you track income, expenses, and cash flow—keeping your business audit-ready and compliant.

Full Payroll Support
From payroll processing to employee benefit tracking, we make paying your team easy and error-free—so you never miss a deadline.

Save Time, Focus on Growth
Outsource the day-to-day bookkeeping and accounting tasks so you can spend more time growing your business, not managing spreadsheets.

Stress-Free Catch-Up Services
Behind on your books? No problem. We specialize in bringing your records up to date quickly and accurately, no matter how far behind you are.
Our Process
Our proven process ensures a smooth onboarding experience and consistent financial clarity—so you can focus on growing your business.
Make a Deposit
Secure your spot by paying a small deposit. This lets us begin reviewing your business needs and planning next steps.
Book a Free Consultation
Schedule your 15-minute discovery call so we can learn more about your goals and recommend the best service package.
Choose a Package & Onboard
We’ll guide you through onboarding and select the right bookkeeping or accounting service based on your business.
Monthly Meetings & Book Delivery
Each month, we meet to review your completed books, answer questions, and hand off accurate, organized reports through your secure client portal.
Flexible Plans for Every Business
Clear, honest pricing tailored to your business. Nothing more, nothing less.
Essential Bookkeeping for Clean Books
Starting at
- Cash or Accrual Accounting
- Two Bank Accounts (Bank/Credit Card)
- Transaction tracking & organization
- Monthly Financial Reports
- Secure Portal Communication
- Sales Tax Tracking
- Optimize Chart of Accounts
*pricing will be adjusted after consultation. Slider is estimated pricing. $100 deposit/onboarding or schedule consultation
Full Service Accounting for Financial Clarity
Starting at
- Additional two Accounts (Bank/Credit Card)
- Bill Pay
- Accounts Recievable Invoicing
- Payroll Support
- Employee Reimbursments
- 1099 Vendor Support
- Class, Location, & Business Tracking
- Year End Entries
- Monthly Online Meeting w/ Dedicated Accounting Manager
*pricing will be adjusted after consultation. Slider is estimated pricing. $100 deposit/onboarding or schedule consultation
Comprehensive Accounting for Advanced Needs
Starting at
- Unlimited Accounts (Bank/Credit Card)
- Budgeting & Financial Forecasts
- Full Accounts Payable Management
- 1099 Prep (Up to 20)
- Bi-Weekly Online Meeting w/ Dedicated Accounting Manager
*pricing will be adjusted after consultation. Slider is estimated pricing. $100 deposit/onboarding or schedule consultation
Essential Bookkeeping for Clean Books
Starting at
Paid yearly
- Cash or Accrual Accounting
- Two Bank Accounts (Bank/Credit Card)
- Transaction tracking & organization
- Monthly Financial Reports
- Secure Portal Communication
- Sales Tax Tracking
- Optimize Chart of Accounts
*pricing will be adjusted after consultation. Slider is estimated pricing. $100 deposit/onboarding or schedule consultation
Full Service Accounting for Financial Clarity
Starting at
Paid yearly
- Additional two Accounts (Bank/Credit Card)
- Bill Pay
- Accounts Recievable Invoicing
- Payroll Support
- Employee Reimbursments
- 1099 Vendor Support
- Class, Location, & Business Tracking
- Year End Entries
- Monthly Online Meeting w/ Dedicated Accounting Manager
*pricing will be adjusted after consultation. Slider is estimated pricing. $100 deposit/onboarding or schedule consultation
Comprehensive Accounting for Advanced Needs
Starting at
Paid yearly
- Unlimited Accounts (Bank/Credit Card)
- Budgeting & Financial Forecasts
- Full Accounts Payable Management
- 1099 Prep (Up to 20)
- Bi-Weekly Online Meeting w/ Dedicated Accounting Manager
*pricing will be adjusted after consultation. Slider is estimated pricing. $100 deposit/onboarding or schedule consultation
Essential Bookkeeping for Clean Books
Starting at
- Cash or Accrual Accounting
- Two Bank Accounts (Bank/Credit Card)
- Transaction tracking & organization
- Monthly Financial Reports
- Secure Portal Communication
- Sales Tax Tracking
- Optimize Chart of Accounts
*pricing will be adjusted after consultation. Slider is estimated pricing. $100 deposit/onboarding or schedule consultation
Full Service Accounting for Financial Clarity
Starting at
- Additional two Accounts (Bank/Credit Card)
- Bill Pay
- Accounts Recievable Invoicing
- Payroll Support
- Employee Reimbursments
- 1099 Vendor Support
- Class, Location, & Business Tracking
- Year End Entries
- Monthly Online Meeting w/ Dedicated Accounting Manager
- Grant and Restricted funds tracking (Non Profit & Governments)
- Fund Accounting
- Grant Financial Reporting
- Compliance with Non-Profit Regulations: Ensuring financial practices align with non-profit-specific regulations, including IRS requirements for 501(c) (3) organizations.
- Preparation of Financial Statements: Creating statements like the Statement of Financial Position, Statement of Activities, and Statement of Functional Expenses, which are unique to nonprofits (Budgeting included with Elevate)
*pricing will be adjusted after consultation. Slider is estimated pricing. $100 deposit/onboarding or schedule consultation
Comprehensive Accounting for Advanced Needs
Starting at
- Unlimited Accounts (Bank/Credit Card)
- Budgeting & Financial Forecasts
- Full Accounts Payable Management
- 1099 Prep (Up to 20)
- Bi-Weekly Online Meeting w/ Dedicated Accounting Manager
- Budgeting for Programs: Assisting in creating budgets for specific programs or projects within the organization.
- Audit Preparation: Preparing for audits, which are often required for non-profits receiving significant funding.
- Payroll for Grant-Funded Employees: Managing payroll allocations for employees funded by specific grants.
- Tax Filings: Preparing and filing Form 990 or other required tax documents for non-profits.
- Donor Contribution Tracking: Recording and acknowledging donations, ensuring compliance with donor restrictions, and preparing donor reports.
*pricing will be adjusted after consultation. Slider is estimated pricing. $100 deposit/onboarding or schedule consultation
Let us handle the numbers so you can focus on what matters most.
See our Other Services
Core Bookkeeping & Accounting Services
We offer comprehensive bookkeeping services to keep your financial records organized
Nonprofit Accounting & Compliance
We help nonprofits amplify their community impact by streamlining financial tasks