Laptop and planner beside a cup of tea

Our Services

Your To-Do List. Our Expertise.

Need help with a few tasks, a temporary project or ongoing support? Get professional, reliable assistance so you can focus on running your business.

At a Glance

Six Ways We Can Help.

Pick a service to see exactly what is included, what it costs and how to get started.

Organized desk with notebook, laptop and glasses
$95/hr
01

Bookkeeping Essentials

Accounts payable & receivable, invoice entry into QuickBooks, expense tracking and month-end reporting.

Hands typing on a laptop at a wooden desk
$95/hr
02

Bank & Credit Card Reconciliations

Every bank and credit card account reconciled, so the balances you see are balances you can trust.

Laptop and planner beside a cup of tea
$95/hr
03

Business & Admin Support

Email cleanup & monitoring, W-9 collection & vendor setup, vendor negotiations and report preparation.

Small café owner smiling at the counter
$95/hr
04

Payroll Entry

Accurate, on-time payroll entry for your team, with the data organized and your records kept clean.

Business owner working through paperwork at a desk
$95/hr
05

Special Projects & Backlog Cleanup

Temporary or seasonal work, backlog cleanup, process & workflow improvement, research and custom projects.

An advisor and a client talking through finances together
From $100/mo
06

Senior Financial Support

Bill pay, account reviews, financial education and scam awareness for seniors and their families.

Not sure which service fits?

Tell us what is on your plate. We will recommend the right mix in a free, no-pressure consultation.

Organized desk with notebook, laptop and glasses
01

Bookkeeping

Bookkeeping Essentials

The core bookkeeping every small business needs — handled accurately and on time, so your books are always current and ready when you need them.

$95/hr for bookkeeping and accounts payable/receivable, or included in every monthly package, starting with Elite Essential Support at $495/month.

Hands typing on a laptop at a wooden desk
02

Reconciliations

Bank & Credit Card Reconciliations

Every bank and credit card account reconciled, so the balances you see are balances you can trust — and nothing slips through the cracks.

$95/hr at our bookkeeping rate, or included in every monthly package from $495/month: 2 accounts in Elite Essential Support, up to 5 in Elite Premium Partner.

Laptop and planner beside a cup of tea
03

Admin Support

Business & Admin Support

Hand off the admin work that eats into your day. We keep vendors, paperwork and your inbox organized so things keep moving.

$95/hr for business administrative support, vendor management, inventory control/purchasing and executive assistant support. Add it to any monthly package or book it on its own.

Small café owner smiling at the counter
04

Payroll

Payroll Entry

Accurate, on-time payroll entry for your team, with the data organized and your records kept clean.

$95/hr for payroll administration. Add it to any monthly package or book it on its own.

Business owner working through paperwork at a desk
05

Special Projects

Special Projects & Backlog Cleanup

Need help with a temporary project, a busy season or months of catch-up? Get experienced help for exactly as long as you need it.

Additional bookkeeping and special projects are $95/hr. Historical bookkeeping cleanup and QuickBooks setup or migration are quoted individually, so ask about it during your free consultation.

An advisor and a client talking through finances together
06

Seniors & Families

Senior Financial Support

Compassionate, reliable help with everyday banking, bill paying and financial organization — so seniors stay independent and families have peace of mind.

Packages from $100/month. Learn more about Senior Financial Support.

Free Consultation

Get Expert Support Without the Cost of a Part-Time Employee.

Save time, increase productivity and get back to what you do best — growing your business.