We offer tailored bookkeeping solutions designed to keep your financial records clean, compliant, and up-to-date.
Let us take the numbers off your plate so you can make informed business decisions with confidence
Ideal For: Freelancers / Sole Proprietors
Transactions / Month : Up to 100
What You’ll Get:
Additional Services Available
Ideal For: Growing Small Businesses
Transactions / Month : 101 to 300
What You’ll Get:
Additional Services Available
Ideal For: Multi-entity or High Volume
Transactions / Month : 301+
What You’ll Get:
Additional Services Available
We provide professional bookkeeping services tailored to the needs of Startups companies, Small and Medium-Sized Businesses, and service-based businesses—with flexible support for clients near New York, NY and beyond.
We offer ongoing bookkeeping support to keep your business finances clean, current, and tax-ready:
Your books are updated weekly, and we stay in touch regularly to clarify any transactions we’re unsure of. By the 10th of each month, you’ll receive accurate financial statements for the prior month—for example, January statements will be delivered by February 10th.
Need to get your books in order before tax time? We specialize in full-year cleanups to bring your books up to date:
If included in your plan, we’ll take care of all aspects of invoicing:
You supply the details—we handle the rest.
If included in your plan, we will manage your vendor payments:
If your package includes a consultation, we’ll schedule a monthly call to:
These reviews give you a deeper understanding of your financial health and help guide smarter business decisions.
We provide professional bookkeeping services tailored to the needs of Startups companies, Small and Medium-Sized Businesses, and service-based businesses—with flexible support for clients near New York, NY and beyond.
We offer ongoing bookkeeping support to keep your business finances clean, current, and tax-ready:
Monthly transaction categorization (QuickBooks Online)
QuickBooks Online setup and file maintenance
Monthly bank and credit card reconciliations
Generation of key financial statements:
Profit & Loss
Balance Sheet
Cash Flow Statement (as needed)
Your books are updated weekly, and we stay in touch regularly to clarify any transactions we’re unsure of. By the 10th of each month, you’ll receive accurate financial statements for the prior month—for example, January statements will be delivered by February 10th.
Need to get your books in order before tax time? We specialize in full-year cleanups to bring your books up to date:
Full-year QuickBooks Online cleanup
Chart of Accounts restructuring
Clean-up of Profit & Loss and Balance Sheet
A/R (Accounts Receivable) reconciliation
Invoice tracking and customer follow-up
Preparation of Accounts Receivable Aging Reports
If included in your plan, we’ll take care of all aspects of invoicing:
Create and send customer invoices
Follow up on unpaid balances
Provide A/R aging reports for better cash flow management
You supply the details—we handle the rest.
Included in some plans, we also manage your vendor payments:
Enter, track, and pay bills on your behalf
Keep your accounts current and organized
Provide A/P aging reports for improved visibility
If your package includes a consultation, we’ll schedule a monthly call to:
Walk you through your financial reports
Help you understand business performance
Customize reporting (P&L, Balance Sheet, A/R Aging, A/P Aging, etc.)
These reviews give you a deeper understanding of your financial health and help guide smarter business decisions.