Step Into My Bookkeeping World

Your business is unique, and your bookkeeping should be too. That’s why we customize our packages to fit your needs. Our base package covers essential monthly services, while our top-tier package offers comprehensive support and more. No matter the level, our goal is to deliver accurate solutions that support your small business and help you grow profitably.

Foundation

Great for managing monthly reconciliations—perfect if you’re tired of messy books, missing transactions, or the stress of trying to keep up on your own.

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  • Bookkeeping Maintenance
  • Transaction Categorization
  • Bank Reconciliations
  • Monthly Financial Reports
  • Xero or QBO Subscription
  • Unlimited Email Support

Focus

Perfect if you’re overwhelmed by bookkeeping and want your head out of the books—so you can finally focus on running and growing your business.

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  • All Foundation Package Features
  • Monthly Financial Reports
  • Xero or QBO Subscription
  • Payroll Services via Gusto
  • Quarterly Financial Review Meeting
  • Unlimited Email Support
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Clean Up

Ideal if your time is limited and your books have fallen behind—we’ll get you caught up and set up with systems so you can confidently manage going forward.

More Details
  • One-Time Clean Up
  • Transaction Categorization
  • Bank Reconciliations
  • Monthly Process Recommendation

Foundation Package

Comprehensive support to keep your books accurate and up to date. This package includes an initial cleanup, transaction categorization, bank reconciliations, and monthly financial reports—plus a Xero or QuickBooks Online subscription and unlimited email support.

  • Bookkeeping Maintenance
  • Transaction Categorization
  • Bank Reconciliations
  • Monthly Financial Reports
  • Xero or QBO Subscription
  • Unlimited Email Support
digital bookkeeping
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Discovery

This is where we meet via Google Meet to understand the specific needs of your business. We’ll also take a quick look at your current books to assess their condition and provide an accurate estimate for the cleanup and continued monthly services.

Onboarding

During onboarding, we’ll gather your info to connect your bank accounts and review your financial setup. Together, we’ll determine whether it’s best to clean up your existing books or start fresh with historical data—ensuring you have the most accurate foundation moving forward.

Accomplish

Next, we put a customized cleanup plan into action—organizing your records, correcting errors, and ensuring your books are accurate and up to date. We’ll also integrate the right digital tools to streamline the bookkeeping process and keep your financial information flowing smoothly month to month.

Focus Package

Our Focus package is designed to keep your finances accurate, organized, and stress-free. It begins with an initial cleanup, followed by ongoing support that covers transaction categorization, bank reconciliations, and monthly financial reports. You’ll also receive a Xero or QuickBooks Online subscription, payroll services through Gusto, and unlimited email support. To keep you informed and confident in your numbers, we provide quarterly financial review meetings to discuss performance and plan ahead.

  • Bookkeeping Maintenance
  • Transaction Categorization
  • Bank Reconciliations
  • Monthly Financial Reports
  • Payroll Services via Gusto
  • Xero or QBO Subscription
  • Quarterly Financial Review Meeting
  • Unlimited Email Support
cashflow
Let's Talk

Discovery

This is where we meet via Google Meet to understand the specific needs of your business. We’ll also take a quick look at your current books to assess their condition and provide an accurate estimate for the cleanup and continued monthly services.

Onboarding

During onboarding, we’ll gather your info to connect your bank accounts and review your financial setup. Together, we’ll determine whether it’s best to clean up your existing books or start fresh with historical data—ensuring you have the most accurate foundation moving forward.

Accomplish

Next, we put a customized cleanup plan into action—organizing your records, correcting errors, and ensuring your books are accurate and up to date. We’ll also integrate the right digital tools to streamline the bookkeeping process and keep your financial information flowing smoothly month to month.

Clean Up Package

We know how overwhelming it can feel to face books that have been left untouched for too long—that’s where we come in. Our team will review your bank connections, clean up historical data, and refine your chart of accounts. To keep everything on track, we’ll also provide a tailored monthly process recommendation, so your books stay accurate and stress-free moving forward.

  • One-Time Clean Up
  • Transaction Categorization
  • Bank Reconciliations
  • Monthly Process Recommendation
payroll
Let's Talk

Discovery

This is where we meet via Google Meet to understand the specific needs of your business. We’ll also take a quick look at your current books to assess their condition and provide an accurate estimate for the cleanup.

Onboarding

During onboarding, we’ll connect your bank accounts and review your financial setup. Together, we’ll determine whether it’s best to clean up your existing books or start fresh with historical data—ensuring you have the most accurate foundation moving forward.

Accomplish

Next, we put a customized cleanup plan into action—organizing your records, correcting errors, and ensuring your books are accurate and up to date. We’ll also integrate the right digital tools to streamline your workflows and keep your financial information flowing smoothly going forward.

Work

The Sure Books Process

sure books process 1

Initial Consultation

Our first step is a friendly consultation where we get to know your business and identify opportunities for improvement. We’ll review your current processes and share insights drawn from our experience working with similar businesses.

sure books process 3

Implementation

Next, we put a tailored plan into action—integrating our suite of digital tools to streamline your workflows and keep information flowing smoothly. With our hands-on support, you’ll bypass common learning curves. We’ll guide you through the new systems, run tests together, and make sure you feel confident every step of the way.

sure books process 2

Ongoing Support

Once everything is set up and running seamlessly, we continue to provide ongoing support—answering questions, troubleshooting issues, and ensuring your systems stay efficient. With your financial operations under control, you’ll have the clarity and freedom to focus on the future and grow your business strategically.

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