(626) 605-3346
A smart first step for all new clients
✔️ Full review of your current bookkeeping.
✔️ Bank statements and QuickBooks file audit
✔️ Strategy plan for ongoing support
✔️ Accurate monthly pricing quote based on your real needs
For new businesses or switching from another software
✔️ QuickBooks Online Essentials setup (subscription included)*
✔️ Bank feeds connected and synced
✔️ Customized Chart of Accounts based on your industry
✔️ Your bookkeeping system, built the right way from day one
For businesses that are behind on their books
✔️ We'll get your books up to date—fast
✔️ Organize, categorize, and reconcile past transactions
✔️ Handle months (or years) of unrecorded financials
✔️ Restore order and give you a clean starting point
For fixing errors, messes, or sloppy work by a past bookkeeper
✔️ Full audit of existing records
✔️ Identify and correct inconsistencies
✔️ Rebuild transactions and re-categorize as needed
✔️ Redesign your Chart of Accounts if necessary
✔️ Deliver clean, accurate reports
All one-time projects (except Financial 360) require a 90-day Monthly Bookkeeping commitment.
We pay for your QBO Simple Start subscription while you are an active Monthly Bookkeeping customer
A deposit is required before any project work begins.
Your project quote may vary depending on the complexity of your file.
A smart first step for all new clients
✔️ Full review of your current bookkeeping.
✔️ Bank statements and QuickBooks file audit
✔️ Strategy plan for ongoing support
✔️ Accurate monthly pricing quote based on your real needs
For new businesses or switching from another software
✔️ QuickBooks Online Essentials setup (subscription included)*
✔️ Bank feeds connected and synced
✔️ Customized Chart of Accounts based on your industry
✔️ Your bookkeeping system, built the right way from day one
For businesses that are behind on their books
✔️ We'll get your books up to date—fast
✔️ Organize, categorize, and reconcile past transactions
✔️ Handle months (or years) of unrecorded financials
✔️ Restore order and give you a clean starting point
For fixing errors, messes, or sloppy work by a past bookkeeper
✔️ Full audit of existing records
✔️ Identify and correct inconsistencies
✔️ Rebuild transactions and re-categorize as needed
✔️ Redesign your Chart of Accounts if necessary
✔️ Deliver clean, accurate reports
All one-time projects (except Financial 360) require a 90-day Monthly Bookkeeping commitment.
We pay for your QBO Simple Start subscription while you are an active Monthly Bookkeeping customer
A deposit is required before any project work begins.
Your project quote may vary depending on the complexity of your file.
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