Our Services
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
Pick a service to see exactly what is included, which package it belongs to and how to get started.
Accounts payable & receivable, invoice entry into QuickBooks, expense tracking and month-end reporting.
Every bank and credit card account reconciled, so the balances you see are balances you can trust.
Email cleanup & monitoring, W-9 collection & vendor setup, vendor negotiations and report preparation.
Accurate, on-time payroll entry for your team, with the data organized and your records kept clean.
Temporary or seasonal work, backlog cleanup, process & workflow improvement, research and custom projects.
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.
Bookkeeping
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 Essential Support from $495/month and in Elite Business Partner.
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 Essential Support from $495/month and in Elite Business Partner.
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 HR administrative support, purchasing/vendor management and business office support, or included in Business Plus from $795/month and in Elite Business Partner.
Payroll
Accurate, on-time payroll entry for your team, with the data organized and your records kept clean.
$95/hr for payroll administration, or included in Business Plus from $795/month and in Elite Business Partner.
Special Projects
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.
Custom support at $95/hr, and additional package hours are also $95/hr — ask about it during your free consultation.
Seniors & Families
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
Save time, increase productivity and get back to what you do best — growing your business.