Clarity in Every Transaction

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Essential Package

  • Monthly income & expense categorization

  • Bank and credit card reconciliations

  • Monthly financial reports (by the 20th)

  • Secure client portal

  • Unlimited email support

  • Year-End Digital Tax Package for CPA collaboration

For businesses with under 50 monthly transactions and up to 3 bank or credit card accounts.

Book
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Signature Package

  • Includes everything in the Essential Package, plus:

  • Monthly reports delivered by the 15th (instead of 20th)

  • 1099-NEC preparation and filing (annual service, billed per filing)

  • Enhanced CPA coordination and documentation throughout the year

  • Custom financial reporting tailored to your business

  • Comprehensive Year-End Digital Tax Package with deeper documentation

For growing, established businesses with more than 3 accounts and larger transaction volumes. Built for businesses with comprehensive bookkeeping needs

Book
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  • Includes everything in the Signature Package, plus:

  • Accounts Payable management — bill entry, scheduling, and tracking

  • Accounts Receivable management — invoicing, follow-up, and aging review

  • Inventory management — tracking, COGS reconciliation, and adjustments

  • Sales tax preparation and filing (state and local)

  • Custom industry-specific reporting

  • Priority email and phone response

  • Receipt management oversight

  • Connected app monitoring (Bill, Ramp, Rippling, etc.)

  • Full-Complexity Year-End Digital Tax Package — multi-entity, inventory reconciliation, AP/AR aging, sales tax records, and industry-specific deliverables

Our most comprehensive package for established businesses with complex financial operations

Premier Package

Book

Our services

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  • Stay organized and confident knowing your books are always up to date.
    We record your transactions, reconcile your accounts, and deliver clear monthly reports—giving you an accurate picture of your business finances and peace of mind all year long.

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  • If your books have fallen behind, we’ll get them back in shape.
    We correct errors, reconcile past periods, and bring your financial records current so you can move forward with accurate, compliant books and a fresh start.

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  • Add extra support to make your bookkeeping process even smoother.
    From managing payables and receivables to payroll support, year-end filings, and CPA coordination, we help keep your operations running efficiently and your records audit-ready.

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  • Get expert financial guidance to help your business grow.
    We’ll review your numbers, plan strategically, and build budgets or forecasts that align with your goals—offering insight and direction to strengthen your financial decisions.

Book a consultation

“Anna is thorough, knowledgeable, and easy to work with - thanks Anna!”

—BETSY PLATT, ACUOM ACUPUNCTURE

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Questions before getting started?

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