Money with Intention

We understand that choosing to work with an accounting professional is an important investment, and we appreciate the opportunity to earn your trust.

Our recurring accounting packages are customized to fit the unique needs of your business. Below, we’ve provided a high-level overview of some of the services we offer. Whether you need ongoing bookkeeping, financial reporting, payroll support, or a combination of services, we’ll work with you to create a package that makes sense for your business.

Need help beyond your monthly accounting services?

We also offer business consulting services to assist with strategic accounting decisions, tax planning, QuickBooks support, and other financial needs as they arise.

Have questions or aren’t sure what level of support you need? Contact us to discuss your business and how we can help.

Accounting Offerings

• Annual/Quarterly/Monthly planning meetings
• Transaction categorization
• Bank & credit card reconciliations
• Monthly financial statements
• Accounts payable/receivable review
• Budget vs. actual reporting
• 1099s compliance and reporting
• Cash flow forecasting
• Tax planning
• Email or inperson support

Payroll Services

• Quarterly 990 reporting
• Biweekly, semimonthly, or monthly payroll
• Direct deposit
• Employee pay stubs
• Payroll tax calculations
• Federal and state payroll tax filings
• Quarterly Forms 941
• PTO Tracking
• Payroll reports
• Payroll review meetings
• Payroll forecasting
• Annual Forms W-2 and W-3
• New hire reporting

Business/Quickbooks Consulting

• Tax/Business strategy
• Quickbooks assistance/cleanup
• First 90 minute session is $250
• Each billable hourly after is $125

Published August 13, 2026