We offer flexible service options to fit your needs. All of our services, from consultations to bookkeeping, can be conducted virtually. We use secure platforms to ensure your information is protected while maintaining convenience for you. For clients who prefer in-person services, arrangements can be made depending on location.

Our pricing structure is competitive and based on the complexity and scope of the service provided. We offer both individual services and bundled plans to suit your needs. For example, bookkeeping services start at $250/month, while comprehensive plans like our Premium Plan include multiple services for $1,200/month. Flexible payment plans can be arranged for long-term services—contact us to discuss options tailored to your budget.

To ensure a productive session, please gather the following: · Recent financial records (bank statements, income reports, etc.). · Access details for relevant software (e.g., QuickBooks, if applicable). · A list of specific financial concerns or questions. This preparation allows us to dive straight into crafting solutions for your needs.

We’re happy to create a tailored solution! Start by identifying the services you need—whether it’s bookkeeping, payroll, or tax preparation—and contact us to discuss your goals. We’ll work with you to design a personalized package that aligns with your business objectives and budget.

We understand that plans can change. Here’s how our policy works: · Consultations: Cancellations made at least 48 hours in advance are fully refundable or can be rescheduled once without penalty. · Long-term services (e.g., bookkeeping, payroll): Require a 30-day notice for cancellation. · Missed appointments or cancellations outside the notice period may incur a rebooking fee based on the service type.