Bookkeeping basics
Routine records and review queue.
Services · Defined back-office scope
Six ways to clear the operational current.
Every listing includes format, duration, starting price, inclusions and fit. Tax filing, audit, legal and investment services remain outside scope.
Starting point · Phone or video
Initial scope call
No charge · up to 25 minutes
Compare service boundaries, record access, timing and likely preparation.
Includes: scope comparison and written next step.
Best for: businesses not sure which queue comes first.
Ask about scopeRecurring · Online
Bookkeeping basics
from $290 per month
Organize routine supplied transaction records and maintain a visible list of missing information.
Includes: monthly record organization, issue queue and summary handoff.
Best for: straightforward recurring activity.
Ask about bookkeepingProject · Online or studio
Records cleanup
from $360 · scoped project
Identify duplicates, missing labels, unresolved items and incomplete supporting records in the agreed period.
Includes: diagnostic queue, cleanup log and unresolved-item handoff.
Best for: records that need a reliable starting structure.
Ask about cleanupRecurring · Online
Month-end support
from $220 per month
Prepare a repeatable checklist for supplied records, known reviews and remaining questions.
Includes: close calendar, issue queue and handoff notes.
Best for: teams with an internal approver.
Ask about month-endProject · Studio or online
Payable and receivable workflow
from $475 · two sessions
Map intake, preparation, review and release responsibility without claiming fraud or risk elimination.
Includes: workflow map, responsibility notes and exception path.
Best for: small teams with unclear handoffs.
Ask about workflowRecurring · Provider coordination
Payroll administration support
from $185 per cycle
Coordinate supplied hours, approved changes and provider deadlines. The studio does not act as the payroll provider or tax filer.
Includes: input checklist, cutoff calendar and exception queue.
Best for: teams using an established payroll provider.
Ask about payroll adminClear boundary