Starting and managing a successful business requires passion, dedication, and a clear focus on your vision. But when the numbers start to crunch, and spreadsheets become a maze, it's easy to lose that focus. That's where our Bookkeeping Services come into the picture – to untangle the financial knots and steer your business with clarity and confidence
Our QuickBooks Account Setup is tailored for the entrepreneur taking those exciting first steps. We provide personalized and automated workflows to ensure your financial foundation is rock-solid from day one.
A one-time fee of $150
If you're feeling swamped by backlogs and misaligned figures, our Diagnostic review is your lifeline. For $350, we'll meticulously comb through your bookkeeping records, note any past errors, and provide you with a list of changes to get your numbers compliant and accurate. Pair this with a Bookkeeping Catch-up Project if you're behind on your monthly tracking. We'll take care of all historical bookkeeping, data entry, and provide tax-ready financial reports to match.
Starting at $125/mo or $1,500/yr.
Our Bookkeeping + Tax Prep service caters comprehensively to your financial transactions, monthly reconciliations, delivering clear and digestible financial reports, and keeping your books compliant and tax-ready every single day of the year. Our aim? To keep your business thriving!
Starting at $250/mo.
Pair your Bookkeeping + Tax Prep package with some of our additional services to really elevate your business:
Monthly budget & benchmarking meeting (60min) - $50/mo
Payroll setup/management - $100/mo
Profit First bookkeeping - $25/mo
A/R management - $50/mo
A/P Bill-Pay Management (through Bill.com) - $50/mo
Inventory tracking - $50/mo
Sales tax filing - $100/mo
Wishing for a partner to match your ambition? Our CFO Services are designed for the powerhouse entrepreneur ready to shatter ceilings and spearhead their enterprise to stellar heights. We offer high-touch support, monthly benchmarking and cash-flow forecasts, savvy financial guidance, and a customized strategy to scale your success.
Starting at $350/mo
I am very grateful for Katie's help in guiding me through my first year of my brand new appraisal business. I know my craft but accounting is something that I was looking to delegate to a professional. Katie struck me as a very responsible, professional and compassionate person. I was getting very quick responses from her with my questions and concerns, thus the name "Rocket Books" :) I am very grateful for Katie's help in advising me in areas other than accounting. She would recommend ways to grow my business, ways to save, where to advertise and other very helpful tips. I very highly recommend Katie's service!!!