We love to help small business owners and independent professionals achieve financial clarity by keeping their books accurate, organized, and stress-free so they can focus on what they do best.
We specialize in small business bookkeeping, monthly cleanups, and ongoing support for growing businesses. We understand how overwhelming bookkeeping can feel—especially when you’re juggling everything else—which is why we prioritize clear communication, reliable systems, and tax-ready bookkeeping that you can actually understand.
We're proud to work with local Vermont businesses and service-based entrepreneurs who value accuracy, transparency, and a personal approach. Whether you’re behind and need a fresh start or simply want peace of mind knowing your finances are handled correctly, we're here to help.
We provide reliable small business bookkeeping support for solopreneurs and small businesses who seek financial clarity with clear, accurate financials—without the stress. Whether you require ongoing support or assistance getting caught up for tax time, we offer services that meet you where you are.
Monthly Bookkeeping
Best for growing small businesses
Ideal for businesses with consistent activity that want their books kept up to date year-round.
Includes:
- Monthly bank and credit card reconciliations
- Categorizing income and expenses
- Review for accuracy and consistency
- Monthly financial reports (Profit & Loss, Balance Sheet)
- Email support for bookkeeping-related questions
Starting at: $300/month
Quarterly Bookkeeping
Best for solopreneurs & very small businesses
A cost-effective option for businesses with lower transaction volume that still want clean, accurate books and financial clarity.
Includes:
- Quarterly reconciliations
- Transaction categorization
- Quarterly financial reports
- Books kept organized and tax-ready
Starting at: $450/quarter
Year-End Bookkeeping Cleanup
Get your books tax-ready
Are you behind on your bookkeeping or need your books cleaned up for your CPA? This service is designed to bring everything up to date and ready for tax filing, ensuring you have tax-ready bookkeeping.
Includes:
- Catch-up and cleanup of up to 12 months of bookkeeping
- Bank and credit card reconciliations
- Cleanup of uncategorized or misposted transactions
- Review of balances and reports
- Final financial statements ready for your CPA
Starting at: $2,000
Ongoing Support After Cleanup
Many clients choose to transition into monthly or quarterly bookkeeping after a cleanup to maintain organization and avoid future stress. We're happy to recommend the best option for your business.
Not Sure What You Need?
If you’re unsure which service fits your business, we offer a complimentary consultation to review your situation and recommend the best next step.
Feel free to reach out with any questions or to schedule a meeting. Together, we can explore the best path to achieving financial clarity, including effective small business bookkeeping and tax-ready bookkeeping strategies!
