Our Services

Below you'll find a list of our services and prices. 

Have a budget? Not a problem. We'll work with you to provide a personalized package plan that ensures your bookkeeping needs are resolved without leaving you in the red. Contact us to learn more.

Initial Assessment


The Initial Assessment is required prior to the start of any bookkeeping relationships. The assessment includes a deep-dive review of your current bookkeeping system and processes, and an hour long call to get to better know you and your business. After the call, we provide an assessment report that will outline our recommendations and, if it is determined to be a mutually-beneficial relationship, will include a proposal for service.

QuickBooks Set-up 

Fees based on Initial Assessment

Our set-up package includes:

  • Set up with QuickBooks Online or Desktop on Mac/PC

  • Personalized Chart of Accounts for your business

  • Set up bank accounts and credit card feeds

  • 3 hours of QuickBooks training

Whether you're a new business or you're switching from a different accounting system, let us help you get set-up and reoriented in QuickBooks.

QuickBooks Training


We offer a QuickBooks training package that includes 3 hours of live training time and 2 hours of follow-up and support. The training is provided virtually and attendees will receive a recording of the training to review at their leisure.

Cooperative Development Services


As part of our commitment to cooperatives, we also provide a small range of development and support services:

  • Board Trainings & Workshops

  • Co-op Financials

  • Fundraising (Strategy, Funding Proposal Development, etc.)

Monthly Retainer

Fees based on Initial Assessment

Our monthly retainer services are ideal for businesses, organizations, and sole proprietors who need support on an irregular but ongoing basis.

Full Service Bookkeeping


We provide comprehensive and personalized bookkeeping services, including:

  • Accounts Payable

  • Accounts Receivable

  • Payroll Services - processing and filings

  • Sales Tax Returns & Deposits

  • Financial Statements

  • Invoices & Customer Statements

  • Bank Reconciliation

  • Audit Prep Services for Non-Profits

  • Year End Prep Services

Payroll Services

Monthly plans start at $100/month + $5/employee/month

Outsource your payroll. We offer three payroll service plans, which includes a monthly subscription to QuickBooks Payroll and access to a bookkeeper to answer any of your questions.

Financial Trainings & Workshops

Contact us for pricing

We offer virtual and in-person financial education trainings, including:

  • Financial Reports

  • Budgeting and Cash Flows

  • Board Financial Education

  • And more

If you already do your own bookkeeping, we also provide training for you and your staff. We'll help you build on your existing knowledge and provide support.

Business Development Services


We provide small business support services, including:

  • State Registration & Other Filings 

  • Incorporation and New Business Advisory

  • Registered Agent

Outsourced CFO Services


We provide on-going and interim CFO services, including but not limited to:

  • Financial Strategy

  • Financial Forecasting

  • Budgeting

  • Capital Structure & Fundraising

  • Cash Flow Analysis

Contact us to learn more!