Our Services
Choosing the right bookkeeping support can feel overwhelming—but it doesn’t have to be. We’ve designed our services to meet Virginia small business owners exactly where they are. Whether you want to stay hands-on with your books, share the responsibility with a trusted partner, or completely hand off bookkeeping so you can focus on growth, there’s an option that fits your needs.
Every business is unique, which is why we offer 3 levels of service plus add-on options. From bookkeeping assistance to full-charge bookkeeping with reporting, AP/AR, and payroll coordination, you can choose the level of support that makes the most sense for your goals.
No matter which option you choose, you’ll get accurate, reliable financial records—and the peace of mind that comes with knowing your books are in good hands.
Level 1: Essential Bookkeeping
Who it’s for: For startups, freelancers, or very small businesses who need tax ready books.
What it Includes:
- Categorizing income and expenses
- Reconciling bank & credit card accounts
- Monthly Profit & Loss Report
- Quarterly check-ins
- Year-end tax package (P&L + general ledger)
- Receipt management
- Email/Phone/Text support
❌ Balance sheet not fully reconciled
❌ No asset/liability tracking
👉 Best for: Sole proprietors and Schedule C filers whose main concern is tax compliance.
Level 2: Growth Bookkeeping
Who it’s for: For owners who want to see where the money is going.
Everything in Level 1, plus:
- Expense detail by category (e.g., marketing, payroll, overhead)
- Simplified cash flow snapshots
- Limited balance sheet reconciliation (cash, loans, credit cards)
❌ Fixed assets, A/R, A/P not fully maintained
👉 Best for: Owners managing spending and profits, but not yet concerned about full GAAP-level accuracy.
Level 3: Complete
Who it’s for: For owners who need accurate books for growth, financing, or compliance.
Everything in Level 2, plus:
- Full reconciliations (assets, liabilities, equity)
- Accounts receivable & payable tracking - Fixed asset & depreciation schedules
- Balance sheet + P&L accurate for lenders/investors
- Monthly management reporting package
👉 Best for: Businesses needing reliable financial statements for scaling, applying for loans, or outside stakeholders.
