Services

Bundled services tailored to fit your business size and needs.

Starter Roost

For freelancers and sole proprietors with light monthly activity.
• Essential reconciliation & reporting
• Ideal for up to 50 transactions/month

Steady Roost

For growing businesses ready to level up.
• Comprehensive monthly books
• Cash flow snapshots & account reviews and more

Smart Roost

For established businesses needing deep insights.
• Full-service bookkeeping & reporting
• Sales tax, KPI tracking, and more

Prices vary based on business needs.

Schedule Your Consultation to find the right fit for your business.

• Monthly bookkeeping & reconciliation

• Payroll setup and processing

• Sales tax filing

• Catch-up and cleanup bookkeeping

• Financial reporting (P&L, Balance Sheet, Cash Flow)

• QuickBooks Online & Xero support

• Budgeting & forecasting

• Invoicing and accounts receivable tracking

• 1099 vendor tracking & summaries

• Receipt organization and digital storage

• Monthly check-in reports and review calls

• Historical data entry and corrections

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