Simplify Your Finances - Without the Stress

Whether you're behind on your books or just tired of handling them alone, we'll help you get cautht up, stay current, and feel confident in your business finances -- once and for all.

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  • Jim has always liked numbers, and loves making yours work for you!
  • He makes the process simple and easy to understand
  • Focus on what you do best!
  • In his free time you may see him boating on the lake!
  • Let’s make your finances feel simple again.
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Meet Jim

Your Bookkeeper

Why Choose Our Service?

  • Accurate Data: Timely accurate data is actionable, and yields the best business results.
  • Affordable: Likely way more cost effective than doing it yourself or hiring in house staff.
  • Catch up & Stay Current: We can go back in time to create an accurate baseline & keep you current going forward.
  • Reporting: We can provide reports that show trends, graphs & charts - not just numbers on a page.
  • Monthly Review: Regular dialogue to make sure you understand the numbers and we understand your business.

Bookkeeping Packages

Starter Package

$299/month

  • We take over your QuickBooks or Accounting Software Data Entry
  • Credit Card & Check Categorization and Entry
  • Bank Statement & Credit Card Statement Reconciliation
  • Reporting
  • Monthly Review Meeting
Choose Starter Package

Catch Up Services

$399/month of catch up

  • Work backwards on data entry
  • Categorize all entries
  • Reconcile with Bank and Credit Card Statements
  • Ensure Reports & Trends are accurate
  • Reconciliation Meeting to review and cover discrepancies.
Choose Growth Package

Professional Services

Custom

  • Payroll Services
  • Healthcare Package Research & Implementation
  • 401k & Benefits Engagement & Facilitation
  • Accounting & Tax Preparation
Choose Professional Package

How It Works

  1. Select Your Package: Choose the package that fits your needs.
  2. File Sharing: Share or upload files to Dropbox.
  3. Software Access: Provide access to your accounting software.
  4. Kickoff Meeting: We will walk you through the process step by step.
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Contact Us

Questions? Ready to start? Fill out this form and our team will reach out ASAP.