Our Mission

Francesca Long
Our mission is to provide business owners with reliable accounting support that keeps their books current, makes financial reports easier to understand, helps reduce tax surprises, and supports confident decision-making through accurate and timely financial information
Apply For Monthly support today!
Francesca Long
Accountant
QB Certified Pro Advisor

Our Services
Essential Bookkeeping -
starting at $650
-
Monthly Transaction Categorization
-
Reconciliation of up to 3 financial accounts
-
Approximately 150 transactions per month
-
Profit and Loss and Balance Sheet
-
Standard month-end close
-
Brief written financial summary
-
Email support for bookkeeping questions
-
Quarterly report Discussions
Apply for Essential Bookkeeping
Monthly Financial Support (Recommended) Starting at $1,000
-
Everything in Essential Bookkeeping
-
Up to five financial accounts
-
Approximately 250 transactions
-
Profit & Loss, Balance Sheet, and Statement of Cash Flows
-
Detailed monthly financial review
-
One 30-minute monthly meeting
-
Cash-flow and spending observations
-
Quarterly tax-planning checkpoints
-
Year-to-date income and estimated-tax projections
-
Year-end tax-preparer readiness
Apply for Monthly Financial Support
Prefer to Handle Your Own Books?
QuickBooks Setup Blueprint - $197
A self-paced course that walks you through setting up QuickBooks Online, connecting your accounts, categorizing transactions, reconciling your books, and reviewing your basic financial reports.
Designed for business owners who want to manage their own bookkeeping and need a clear process to follow.
This is a self-paced educational product. It does not include personalized QuickBooks setup, review of your accounting file, bookkeeping services, individual tax advice, or ongoing support. A QuickBooks subscription is purchased separately.


