Services
About Our Services
Getting You Connected
Introduction & Preparation
Every strong partnership starts with understanding how your business works. We take time to learn your workflow, goals, and preferences so your bookkeeping system is built right from day one.
Outcome: Organized, accurate financials that support growth—not stress.
Staying in Control (Quarterly Management)
For business owners who manage their own books but want expert oversight.
We step in each quarter to review, reconcile, and deliver clear reports—keeping you confident and tax-ready.
Includes:
- Quarterly account review & reconciliation
- Adjusting entries and error corrections
- Quarterly financial statements
- Tax-estimate preparation support
Outcome: Peace of mind and clean books—without a monthly commitment.
Getting You Organized
When your books are behind or inconsistent, we bring them up to date so you can move forward with clarity.
Includes:
- Historical cleanup & reconciliation
- QuickBooks setup or conversion
- Catch-up bookkeeping for missed months
- Chart of accounts optimization
Outcome: A solid financial foundation you and your CPA can trust.
Keeping You on Track
Consistency keeps your business running smoothly.
We handle your monthly bookkeeping, so every account stays accurate and every report ready when you need it.
Includes:
- Monthly transaction reconciliation
- Accounts Payable & Receivable management
- Payroll integration support
- Receipt & expense management
Outcome: Reliable, current books—without the hassle of doing it yourself.
Bringing You Clarity
Good decisions start with good data.
We turn your numbers into reports that actually make sense so you can see the full picture of your business health.
Includes:
- Monthly financial statements
- Budgeting & forecasting
- Sales-tax filing
- Custom dashboards showing what matters most
Outcome: Clear, actionable insight—so you can lead with confidence.
We also work directly with your CPA to ensure your books stay accurate and tax-ready year-round.
Smart Bookkeeping Solutions
How We Simplify Your Financial Management
We follow a structured, transparent process to ensure your books are accurate, compliant, and stress-free—so you can focus on what you do best: growing your business.
Starts At: $250
Quarterly Adjustments & Review
Outcome: We go through your QuickBooks file every quarter, fix common issues (miscategorized transactions, duplicate entries, unreconciled accounts), and ensure everything ties out properly.
Payroll Powered by Absolute Payroll
As an authorized Absolute Payroll Partner, we offer clients access to professional, compliant payroll services with special setup savings.
Starts At: $250 (one-time)
Starter Package
Perfect For: New entrepreneurs building from scratch.
Goal: Get your business legally and digitally ready to launch.
- LLC registration support
- EIN setup & IRS verification assistance
- Domain + professional email setup
- QuickBooks Online setup
- Google Business Profile setup
- Startup checklist for banking & recordkeeping
Outcome: Launch with everything in place — ready to accept payments, appear on Google, and scale confidently.
C-Suite Simplified Service Tiers
Flexible Bookkeeping Plans for Every Stage of Growth
Whether you’re launching your first business, maintaining monthly accuracy, or scaling with confidence — C-Suite Simplified offers bookkeeping plans that keep your finances clean, compliant, and stress-free.
Tier 1 — Basic Bookkeeping Foundations
$500 / Month
Perfect for new entrepreneurs or early-stage businesses building structure from the start. Goal: Create a clean, compliant bookkeeping system—accurate, organized, and ready for growth.
- QuickBooks Online setup & chart of accounts configuration
- Bank & credit card reconciliation
- Invoicing & payment tracking
- Expense categorization & receipt management
- Monthly P&L and Balance Sheet reports
- Email support for bookkeeping questions
Outcome: Launch confidently with reliable books and reports that reflect your business health.
Tier 2 — Bookkeeping Essentials (Most Popular)
$750/ Month
Perfect for small businesses needing dependable monthly bookkeeping and stress-free tax season. Goal: Stay organized, tax-ready, and in control of your cash flow.
- Everything in Basic Bookkeeping Foundations plus:
- Bank & credit card reconciliation each month
- Accounts Payable & Receivable management
- Inventory & COGS tracking
- Vendor management and W-9 collection
- Tax season readiness and CPA collaboration
Add-On: Payroll Services via Absolute Payroll – clients receive exclusive setup savings.
Outcome: Accurate, organized, and compliant books without the stress.
Tier 3 — Growth Advisory
$1,200 / Month
Perfect for established businesses ready to scale strategically and maximize profitability.
Goal: Turn financial data into actionable insights that drive growth.
- Everything in Bookkeeping Essentials plus:
- Financial statement preparation & presentation
- Monthly budget vs actual tracking
- Cash-flow management & daily oversight
- Balance-sheet account reconciliation
- Balance-sheet account reconciliation
- Variance & discrepancy analysis
- Collaboration with CPA for tax filings & year-end reports
Outcome: Transform your numbers into a clear roadmap for growth.
