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If You're Doing Your Own Bookkeeping, How Much Is It Really Costing You?

When you make the decision to outsource your bookkeeping, you're doing yourself and your business a favor. You'll have a greater understanding of your business financials, you'll gain more time to spend on your business and doing the things you enjoy, and you'll be ready when it's time to hand everything over to the CPA. Wondering how we can help you? Keep reading to learn more about our services.

Monthly/Quarterly Bookkeeping

Basic bookkeeping service includes monthly or quarterly tracking of income and expense transactions for all business related accounts and point of sale systems. We will review and reconcile your books and issue financial reports every month. We’ll work with you to put together the perfect package for exactly what your business needs.

*A QuickBooks Online subscription is required



Not quite ready to outsource your bookkeeping but still need a little help? We offer QuickBooks setup, training and support. Depending on your needs, we can come up with a package that works for you. If you're comfortable doing your own books but need a QuickBooks account, we can help you get 30% off your first year (new accounts only). If you're looking for more support, we can setup your chart of accounts, review some basic bookkeeping practices and be available for 1 month of email support. We'll also send you a recorded video of some bookkeeping basics.


Are your books a mess? Don’t worry, we've seen it all and we don't judge! Whether your books are a mess from attempting your own bookkeeping or you're starting fresh with a new QuickBooks account, we'll get a solid foundation for your books. Cleanup comes with organization and reconciliation for previous months. We'll make sure all transactions are in the correct category and the numbers in your books match the numbers on your bank statements.Cleanup

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Other Services We Offer


Accounts Receivable

Accounts Payable

Financial Review


"Lani has been an incredible asset to me and to my growing business. I found her on Instagram, where her content is very informative and resonated with me. She is responsive, patient, and knows all of the things to ask me to understand my business, which has multiple layers. I consider her an extension of my team and the value and transparency that she has added to me is invaluable. I wish I had begun working with her a year before I did. On top of bookkeeping, she has become a savvy advisor to me and has introduced me to great tolls and systems to organize my workflow. Highly recommend her services as well as her approach."


Not Sure Which Services You Need? Send Us An Email!

Want To Speak To Someone On The Phone? Call Us!

Serving Virtually Across The U.S. Based In

Arlington, MA 02474

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