We handle the day-to-day financial details so you can make smart, confident decisions backed by clean, timely data.

What We Offer

  • Monthly bookkeeping & reconciliations

  • P&L, balance sheet, and cash flow reports

  • QuickBooks setup, cleanup, and training

  • Nonprofit-specific financial tracking

  • Year-end support and audit prep

Know where your money’s going—without lifting a finger.

A desk with a laptop displaying a bar chart, a copper-colored mug of coffee, a white notebook with a pen, and a potted plant.

Bookkeeping Services

Clarity, compliance, and confidence in your numbers.

Starter Ledger

Best for side hustlers or solo startups

Includes:

  • Up to 2 bank/credit card accounts

  • Monthly transaction categorization & reconciliation

  • Profit & Loss + Balance Sheet

  • Email Support (up to 1 inquiry/month)

Steady Books

For established small businesses and service providers
Includes:

  • Up to 4 bank/credit card accounts

  • Categorization, reconciliation, and adjustments

  • Monthly financial reports package (P&L, Balance Sheet, Cash Flow)

  • Quarterly review with recommendations

  • Receipt management via app

  • Email + Chat Support

Confident Controller

Ideal for multi-owner businesses or nonprofits with complex needs
Includes everything in Steady Books, plus:

  • Support for up to 6 accounts

  • Grant/Fund/Class tracking

  • Custom chart of accounts

  • Budget vs. Actuals tracking

  • Annual tax prep collaboration with CPA

  • Monthly 1-on-1 review call

Mission-Ready (Nonprofit)

Tailored support for small nonprofits and community organizations
Includes:

  • Up to 4 bank/credit card accounts

  • Fund and program tracking

  • Donor contribution classification

  • Board-ready monthly reports (Budget vs. Actuals, YTD Comparisons)

  • Compliance tracking for grants and restricted funds

  • Support for IRS Form 990 prep coordination

Because your mission matters—and so does the financial stewardship behind it.

Add-On Services & Projects

Because no two businesses are the same:

  • Historical Cleanup & Catch-Up Work

  • 1099 Contractor Tracking & Filing

  • Sales Tax Reporting

  • Budgeting & Forecasting Tools

  • QuickBooks Setup & Optimization

  • Nonprofit Financial Reporting

  • SOPs for Invoicing, Billing, or Expense Tracking

Not sure where to start?

We’ll walk you through the best-fit service for your needs.
Schedule a free consultation and let’s get your books working for you, not against you.