Bookkeeping

Services

We know every business is unique, so we'll work with you to create a personalized package that fits your needs perfectly. Whether it's training your current bookkeeper, setting up robust systems, or taking full control of your financial record-keeping, we've got you covered!

Do you have any questions?

Advisory Only & A La Carte Add-On Services Available

WHERE DO WE START?

Schedule a discovery call to dig deeper into your specific needs and objectives so we can tailor our solutions to you.

Frequently Asked Questions

  • While our primary clients are mental health professionals and nonprofit organizations, we also proudly work with service based small businesses.

  • Yes - the listed packages are a general guideline. During the discovery call, we will analyze your business to determine which package is the best fit and develop a custom business quote.

  • No - while we both sign a business engagement letter, all services can be canceled at any time with a 30-day written notice.