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

  • Digital Tax Package for CPA Collaboration

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

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Signature Package

  • Monthly reports delivered by the 15th

  • Monthly calls for financial review and strategy

  • 1099-NEC filings (annual service)

  • Payroll management for S-Corp clients

  • Enhanced CPA coordination and documentation

For growing and established businesses needing proactive financial management and our value added services.

Book
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  • Historical Cleanup

  • Payroll Setup & Reconstruction (if needed)

  • Additional Bank Account Reconciliations

  • Accounts Payable & Receivable Management

  • Sales Tax Filings

  • KPI Dashboard & Forecasting Tools

  • Custom Industry Reports

  • Custom Financial Reports

  • Receipt Management Setup

  • App Integration

  • All services included in the Signature Package

Our most comprehensive, concierge-level financial management package for established businesses needing advisory type services

White Glove Package

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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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