A neat wooden desk with an open planner, a laptop, a smartphone, a calculator, pens, a coffee cup, and a container of pens.

Helping you find financial peace of mind and clarity through our experience and integrity

Our Services

Steward
$350.00
  • Dedicated accountant

  • Weekly transaction entries for up to 2 bank accounts and 1 credit card (*additional accounts available)

  • Monthly bank and credit card reconciliations

  • Monthly financial reports package (*quarterly or annual financials optional for a reduced monthly rate)

  • Books reviewed and closed at year end for taxes

Guardian
$725.00

The Basics plus:

  • Up to 4 bank accounts and 2 credit cards included (additional accounts may be added for an upcharge)

  • 1099 filing at year end

  • Customer invoicing and accounts receivable management

  • Vendor bill entries and accounts payable management

  • Guaranteed monthly financials received by the 20th of the month following

Legacy
$1,050.00

The Standard plus:

  • Unlimited bank and credit card accounts

  • Payroll accounting service

    • *payroll subscriptions additional

  • Guaranteed monthly financials by the 15th of the month following

  • Audit support

  • Additional services to include if applicable, but not limited to:

    • Union benefits filing

    • Quarterly distributions

    • Funding requests

    • Rental splits

    • HUD entries

      • * contact us to inquire about other services included.

About
our company

With a commitment to excellence and precision, our team brings deep expertise in bookkeeping, offering tailored solutions that ensure financial clarity and compliance. Trust in our seasoned professionals to optimize your financial operations and enable your business to thrive.

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Contact Us

Interested in working together? Fill out the form and we will be in touch. We can’t wait to hear from you!