Services Available

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Phantom Proof Books (Routine Bookkeeping)

  • Starting at $400/mo depending on complexity and volume.
  • Ongoing monthly care to keep your QuickBooks ghost proof and your finances in order.
  • Includes:
  • Record & categorize all transactions
  • Monthly reconciliation of accounts
  • Track income & expenses
  • Maintain chart of accounts
  • Monthly financial reports (P&L, Balance Sheet)
  • Monitor for unusual activity
  • Email support for bookkeeping questions

Book Resurrection (Catch-Ups & Clean-Ups)

  • Starting at $50/hr depending on complexity and volume.
  • Haven’t looked at your books in months (or ever)? We’ll clean it up – no shame.
  • Includes:
  • Review and diagnose current records
  • Reconcile past months/years of bank & credit card statements
  • Categorize transactions correctly
  • Remove duplicates & fix errors
  • Organize chart of accounts for clarity
  • Produce accurate, current financial reports
  • Provide recommendations to keep your books clean

New Ledger Launch (QuickBooks Setup & Customization)

  • Starting at $400 (one time) depending on complexity and volume.
  • A complete QuickBooks setup tailored to your business — so you can start on the right foot.
  • Includes:
  • Create/clean Chart of Accounts
  • Connect bank & credit card accounts
  • Set up products/services lists
  • Configure tax settings
  • Customize invoices
  • Set up recurring transactions
  • 45–60 min Zoom walkthrough of your system

Crystal Ball Clarity (Financial Insight – Coming Soon)

  • Starting at $500/mo depending on complexity and volume.
  • Big-picture thinking for business growth.
  • Includes:
  • Monthly or quarterly strategy calls
  • Custom KPI dashboard
  • Cash flow forecasting
  • Budget creation & tracking
  • Trend & revenue analysis
  • Expense reduction recommendations
  • Designed for ADHD brains