Outsourced Accounting & Financial Oversight
Full-service accounting for growing companies. Senior oversight, monthly close, and financials you can run the business on.
Our flat-fee virtual accounting services give you consistent, predictable pricing, and the confidence that your books are accurate, current, and tax-ready.
One predictable monthly cost for an entire accounting function — no payroll taxes, no benefits load, no turnover, no retraining.
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From $1,000 per month.
Your books, current and correct, off your desk.
For owner-managed companies whose systems are already in reasonable shape and who want the monthly work handled properly and consistently.
Includes: transaction processing and coding, bank and credit card reconciliations, A/P and A/R support, payroll processing, GE or sales tax filings, monthly close, and a Profit & Loss and Balance Sheet in your inbox by the 15th. We coordinate directly with your CPA so nothing gets rebuilt at tax time.
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From $3,000 per month.
For companies that have outgrown a part-time bookkeeper — typically $1M to $6M with 10 to 40 employees — where month-end has become something that needs to be owned, not just done. A complete accounting function, with someone accountable for what the numbers say.
Everything in Managed Accounting, plus:
A fully supported balance sheet — a schedule behind every account, not just the bank reconciliations
Accrual-basis close with proper accruals and cutoff, so the month reflects the month
A rolling 13-week cash forecast
Job costing or department-level reporting
A quarterly review call to walk through the numbers together
Lender, insurance, and workers' comp audit reporting handled directly
A clean year-end package for your CPA
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From $5,000 per month.
The finance seat at the table, without the hire.
For companies where financial decisions carry real weight: bonded contractors, multiple entities, an expansion or acquisition in progress.
Everything in Full Service Accounting, plus WIP schedules and over/under billings, lender ready financials, annual budget build, scenario modeling for hiring and capital decisions, internal workflow setup & SOPs, and custom dashboards.
Scope at this level varies enough that we quote it after a diagnostic rather than from a list.
Packages
All packages are offered at a flat monthly fee based on your business size and complexity. If your books are behind or need correction, we’ll begin with a one-time cleanup before moving into monthly support.
Not sure which level fits? Book a consultation and we’ll recommend the right approach.
At some point your volume justifies a full-time hire. When you get there, we'll tell you — and help you hire and train the person.
Why Flat-Fee Bookkeeping?
Most business owners come to us after experiencing one (or all) of the following:
Hourly invoices that fluctuate every month
Hesitation to ask questions because “it might cost more”
Messy books caused by rushed or reactive bookkeeping
Flat-fee bookkeeping solves that. With a monthly flat rate, you know exactly what you’re paying — and exactly what you’re getting.
What’s Included?
Every flat-fee bookkeeping package includes the core work your business needs to stay financially healthy:
Monthly bank and credit card reconciliations
Accurate categorization of income and expenses
Review for errors, duplicates, and misclassifications
Monthly financial statements (Profit & Loss & Balance Sheet)
Clean, organized books ready for tax filing
Coordination with your CPA or lender as needed
From there, we tailor your package based on complexity, transaction volume, and support needs.