As a small business owner you have more important things to do than to keep your own books. We take care of that for you, so you can run your business and generate profits!


  • Set up chart of accounts
  • Data entry from statements
  • Monthly reconciliation
  • Help implement an A/R system
  • Monthly financial statements
  • Hosting of qb file
  • Handle all notices
  • Unlimited emails
  • W-9 process for contractors
  • Issue 1099’s
  • Supply information for tax return
  • Tax forecast and strategy
  • Asset Review
  • Resource notebook
  • 3 strategy sessions a year


Monthly cost is $260 a month unless other custom services are added to package 

  • You will set up accountants log in with the bank/credit cards you use
  • Supplement us with whatever other information we can’t receive through log in’s
  • Every month you will receive financial statements
  • You will receive three sessions to meet with Jessica to review information
    • Month 2 Session
    • Month 6 Session
    • Month 9 Session
  • Tax strategy is reviewed every month and then discussed with the client during the strategy sessions