Plans Built for New Jersey Small Businesses
Sign your agreement, connect your books, and we handle the rest. No surprise fees, no hourly billing.
- ✓Monthly transaction categorization
- ✓Bank & credit card reconciliations
- ✓Profit & Loss and Balance Sheet reports
- ✓Accounting software management
- ✓Client portal access
- ✓Payroll support & coordination
- ✓Bill pay management
- ✓Sales tax filing support, where applicable
- ✓Monthly budget creation & tracking
- ✓Monthly strategy review call
- ✓Cash flow forecasting
- ✓Financial statement review & insights
- ✓Annual business tax preparation & filing
All plans include dedicated bookkeeper access & secure document sharing. IRS-registered tax preparer & Electronic Return Originator (ERO).
High transaction volume, multiple entities, or a more complex setup? Book a call to discuss →
Not sure what happens after you enroll? See the onboarding process →
Frequently Asked Questions
Basic covers core bookkeeping — monthly transaction categorization, bank and credit card reconciliations, P&L and Balance Sheet reports, accounting software management, and client portal access. Plus adds the operational layer: payroll support, bill pay management, sales tax filing support, monthly budget creation and tracking, and a monthly strategy review call. Full Service is everything in Plus, plus the advisory layer: cash flow forecasting, financial statement review and insights, and annual business tax preparation and filing.
Yes. You can upgrade or downgrade anytime. Changes take effect on your next billing cycle.
We understand business has slow seasons. Just give us 30 days notice and we can pause your plan. Your rate stays locked when you come back.
If you don't have accounting software set up yet, we'll help you choose the right platform during onboarding. We'll walk you through your options and get everything configured for you.
Every plan includes full-service bookkeeping, bank reconciliation, monthly financial statements, accounting software management, and access to your client portal. You get a direct line to your bookkeeper — not a call center.
Most questions are answered the same business day, often within a few hours. For urgent matters, call or text us directly.
Send us access to your accounting software and bank statements. We'll review where you stand, clean everything up, and deliver organized books — usually within 2–3 weeks depending on how far behind you are.
Yes. We'll send your CPA clean, organized financials and answer any questions they have. Many CPAs love working with us because it saves them time.