Bookkeeping, Reporting & Insights - Built Around Your Business

Every business needs accurate records, but balanced books are only the beginning. My services combine dependable bookkeeping with clear reporting and thoughtful financial review, giving you a better understanding of where your business stands.

By integrating quantitative analysis with facilitated stakeholder workshops, the team delivers comprehensive roadmaps that enable leaders to implement solutions efficiently and measure results with precision.

Bookkeeping Essentials

Starting at $450/month

For small businesses that need dependable, accurate monthly bookkeeping.

Includes:

  • Monthly transaction categorization

  • Bank and credit-card reconciliations

  • Monthly account review

  • Profit and loss statement

  • Balance sheet

  • Email support for bookkeeping questions

  • Year-end financial package for your tax professional

Best for: Business owners who primarily need their books kept organized and up to date.

Optional Add-Ons

Services can be added to any package based on your business needs:

  • QuickBooks Online setup

  • QuickBooks Desktop-to-Online conversion

  • Catch-up or historical bookkeeping

  • Bookkeeping cleanup

  • Customer invoicing

  • Accounts receivable follow-up

  • Bill entry and payment coordination

  • Payroll recording and reconciliation

  • 1099 preparation support

  • Sales-tax tracking

  • Customized reports and dashboards

  • Budget creation

  • Additional cash-flow forecasting

  • Job, department, class, or location tracking

  • Additional business entities

  • Additional monthly advisory meetings

  • Coordination with your CPA or tax professional

Complete Business Support

Starting at $950/month — Most Popular

Everything in Bookkeeping Essentials, plus:

  • Up to 250 monthly transactions

  • Up to 5 financial accounts

  • Payroll processing for up to 5 employees

  • Two standard payroll runs per month

  • Payroll reporting and filing coordination

  • One standard quarterly NYS sales-tax return

  • Accounts receivable and payable overview

  • Monthly cash-flow summary

  • Quarterly financial check-in

  • Priority support

Best for: Businesses with employees or taxable sales that want their bookkeeping, payroll and routine filings handled in one place.

Growth & Insights

Starting at $1,500/month

Everything in Complete Business Support, plus:

  • Up to 400 monthly transactions

  • Up to 7 financial accounts

  • Payroll for up to 10 employees

  • Up to four standard payroll runs per month

  • Monthly or quarterly NYS sales-tax filing

  • Budget-to-actual reporting

  • Rolling cash-flow forecast

  • Customized performance dashboard

  • Trend and variance analysis

  • Monthly 60-minute financial insights meeting

  • Written observations and action items

  • Priority support throughout the month

Best for: Growing businesses that want a complete financial back office plus help understanding and using their numbers.

Begin Your Consultation

Submit the inquiry form to initiate a confidential discussion and explore how these solutions can advance your strategic priorities.