Flat-Rate Pricing
You pay the same amount every month, no matter how long the work takes. Clean books and a price you can plan around.
Full-Service Bookkeeping
One flat monthly rate based on your monthly expenses.
What's included
Every month we reconcile your bank and credit card accounts, categorize your transactions, and close your books. You get financial statements you can actually use and someone who will walk you through them. We catch errors like duplicate entries and misclassified expenses before they cause problems, and we flag anything that looks off. Your books stay current, accurate, and ready for tax time.
How our pricing works
Your rate depends on how much your business spends each month. A company moving $15,000 in monthly expenses pays less than one moving $150,000. We look at your accounts, quote you a flat monthly rate, and that's what you pay unless your business changes significantly.
Starting at
Scales with monthly expenses
$199/mo
Bank and credit card reconciliation
Transaction categorization
Monthly financial statements
Fixed monthly rate
Books ready for tax prep
Managed by a CPA
Additional Services
Payroll, invoicing, bill pay, and advisory work. Each service is priced separately from the monthly bookkeeping.
Catch-Up Bookkeeping
If your books are behind or were never set up right, we bring them current and accurate before moving you onto ongoing monthly work. We reconcile your accounts, fix miscategorized transactions, and rebuild clean records for the months or years that got away from you.
Scope-based
Bill Payment
We manage your accounts payable so bills get paid on time, every time. We track what is due, schedule payments, and record everything cleanly in your books.
From $99/mo
Accounts Receivable & Invoicing
We create and send your invoices, track what is outstanding, and record payments when they come in. You get a clear picture of who owes you and who pays on time.
From $99/mo
Payroll System Setup & Training
A one-time setup that gets your payroll system configured correctly, with hands-on training so you can run it confidently on your own. We handle the configuration, walk you through the process, and make sure you are set up to pay your team accurately.
Starting at $399
Full-Service Payroll
Ongoing payroll processing from start to finish. We run payroll each pay period, calculate and deposit payroll taxes, file quarterly returns, and prepare year-end W-2s. Your team gets paid accurately and on time.
Starting at $99 per pay run
1099 Preparation
We prepare and file your 1099 forms for contractors and vendors, accurately and on time. We track who needs one, gather the details, and handle the filing so you stay compliant without the year-end scramble.
From $99 for 5 forms
QuickBooks Online Setup & Training
We set up QuickBooks Online correctly for your business and train you to use it properly. We configure your chart of accounts, connect your bank feeds, and walk you through day-to-day use.
Starting at $399
Sales Tax Management
We handle your sales tax from calculation to filing, tracking the right rates and submitting on time. You stay compliant across the jurisdictions where you owe, without tracking rate changes and deadlines yourself.
From $99/filing
Personal Tax Returns
Individual federal and state tax return preparation by a CPA and Enrolled Agent. We cover all income sources, deductions, and credits, and look for everything you are entitled to.
From $325
IRS Tax Representation (Enrolled Agent)
If you get an IRS notice or face an audit, Simona can represent you before the IRS directly. As an Enrolled Agent, she has full authority to handle correspondence and work the matter to resolution.
Scope-based
Tax Audit Support
If you are facing an IRS or state audit, we guide you through it. We help prepare your documentation, draft responses, and walk you through each step.
Scope-based
Tax Strategy
Proactive tax planning that works to lower what you owe, handled year-round rather than at filing time. We look at entity structure, timing, deductions, and retirement strategies.
Scope-based
External Controller
A second set of eyes and a layer of oversight on top of your existing accounting. We review the work, tighten reporting, and add controller-level rigor, so you get more confidence in your numbers without adding a full-time hire.
Scope-based
Budgeting & Cash Flow Forecasting
We build budgets and project your cash flow so you can plan ahead instead of reacting. You get a clear view of what is coming, where shortfalls might appear, and the information to make confident decisions about spending and growth.
Scope-based
Financial Strategy
We analyze your financial data to guide decisions on growth, profitability, pricing, and resource allocation. You get insight grounded in your actual numbers.
Scope-based
Fractional CFO
Ongoing CFO-level support for growing service businesses. We handle cash flow forecasting, financial analysis, and strategic planning so you have a senior financial partner without the full-time salary.
Scope-based
What Clean Books Get You
Here's what it actually means when your bookkeeping is handled properly.
See Which Clients Make You Money
Some clients are profitable. Others barely cover their costs, and some actually lose you money when you factor in the time and attention they require. We categorize and organize your numbers so you can see which work is worth pursuing and which is just keeping you busy.
Know Your Real Cash Position
Your bank balance is not your profit. It includes money set aside for taxes, payments you owe vendors, and funds that haven't cleared yet. We break it down so you know what's actually yours, what's already spoken for, and what's still owed to you.
Walk Into Tax Season Ready
When a CPA manages your books all year, they're already in shape for filing. Your tax preparer gets a clean file instead of a pile of transactions to sort through. You're not paying extra to fix a year of problems or scrambling to pull things together in April.
New England's CPA-Led Bookkeeping Partner
The Next Step:
A Quick Conversation
We'll listen, ask a few questions, and show you exactly how we can help.