Monthly bookkeeping
Every transaction categorized and your bank and credit card accounts reconciled each month, so your books are always current.
Bookkeeping & accounting for small businesses
Clear books.
Confident decisions.
Personalized bookkeeping, payroll and financial reporting for small and mid-size businesses, so you always know where you stand and can focus on running your business.
QuickBooks CertifiedSetup, training & optimization
MBA, Technology & FinanceProfessional accountant
15+ years' experienceReporting, budgeting & audits
Built for small businessSmall & mid-size companies
What we do
Accounting support that grows with your business
From day-to-day bookkeeping to strategic planning, we keep your records accurate, your reports clear and your decisions grounded in real numbers.
Financial statements & reporting
Financial statements and custom reports, with regular reviews that explain what the numbers mean for your business.
Payables & receivables
We manage what you owe and what you're owed, keeping vendors paid and receivables on track.
Payroll processing
Accurate, on-time payroll processing and management for teams of up to 20 employees, handled alongside your books.
Cash flow & planning
Cash flow forecasting, budgeting and risk management to help you plan ahead and grow with confidence.
Cleanup & catch-up
Behind on your books? A one-time review, categorization and reconciliation brings your records fully up to date.
Packages & pricing
Straightforward monthly packages
Flat monthly pricing with no surprises. Every package can be customized to fit your business, and add-on services are available whenever you need them.
Essentials
Reliable monthly bookkeeping and the statements you need to stay on top of your business.
$500/ month
Get started- Monthly bookkeeping
- Bank & credit card reconciliation (up to 5 accounts)
- Financial statements
- Quarterly financial review
- Dedicated bookkeeper
Professional
Everything in Essentials, plus payables, receivables, payroll and a monthly review.
$1,000/ month
Get started- Everything in Essentials
- Accounts payable & receivable (up to 100 transactions)
- Payroll processing (up to 20 employees)
- Custom financial reporting
- Monthly financial review
Elite
Signature serviceHigh-touch financial management with forecasting, strategic advice and tax planning.
from$1,500/ month
Book a consultation- Everything in Professional
- Cash flow analysis & forecasting
- Budgeting & risk management
- Strategic financial advice
- Tax services & tax planning
- Priority support
Add-on services
Software setup & training
$125 / hrSelection, setup, training and optimization of your bookkeeping and financial software.
Fixed asset management
$350Asset tracking, depreciation and amortization schedules, and end-of-year adjustments.
Cleanup & catch-up
Custom quoteA one-time project to review, categorize and reconcile your records and bring them up to date.
How it works
Getting started is simple
A clear four-step process takes you from our first conversation to books you can count on.
-
Consultation & assessment
We learn how your business works, review your current systems and bookkeeping, and talk through the challenges you're facing.
-
Proposal & agreement
You receive a clear proposal covering scope, deliverables, timelines and pricing, adjusted until it fits your needs.
-
Onboarding
We sign a service agreement, walk you through how and when reports are delivered, and show you how to share documents with us.
-
Ongoing support
Regular check-ins to review your financials and adjust services as your business evolves, with answers whenever questions come up.
Meet your accountant
Hello, I'm Lane.
Lane Theriot, MBA
I'm a professional accountant with an MBA in Technology and Finance and more than 15 years of experience in financial reporting and analytics, budgeting and audits.
From the fundamentals of your accounting system up to financial modeling, I help small business owners understand their profitability, plan strategically and make decisions with confidence.
My mission is simple: accurate records, insightful reporting and personal support, so you can focus on what you do best.
What kinds of businesses do you work with?
We specialize in bookkeeping and accounting for small and mid-size businesses, including startups and growing companies.
Can you work with the accounting software we already use?
Yes. We can work within your existing system, or recommend and help you move to one that better fits your needs.
How do you keep our financial data secure?
Protecting your data is a top priority. We use secure, cloud-based accounting software to safeguard your information.
How often will we talk about my finances?
Depending on your package, we review your financials with you quarterly or monthly, and you can reach us whenever questions come up.
Can you help if our books are behind?
Yes. Our cleanup and catch-up service reviews, categorizes and reconciles your records to bring them fully up to date. Contact us for a quote.
How do I get started?
Book an initial consultation. We'll discuss your needs, assess your current processes and propose a solution that fits.
Get in touch
Ready to get your books in order?
Tell us a little about your business and we'll reach out to schedule your consultation.