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Services

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Bookkeeping Services

Basic Package – For freelancers, sole proprietors

  • Transaction entry (up to 100 transactions/month)

  • Bank & credit card reconciliation (1–2 accounts)

  • Expense categorization

  • Monthly financial statement (Profit & Loss only)

  • Email support

 

Ideal for sole proprietors or startups with simple finances.

Standard Package – For growing small businesses

  • Transaction entry (up to 300 transactions/month)

  • Bank & credit card reconciliation (up to 4 accounts)

  • Accounts payable & receivable tracking

  • Payroll recording (up to 5 employees)

  • Monthly financial statements (P&L, Balance Sheet, Cash Flow)

  • Quarterly review call

  • Priority email support

 

Great for businesses that need more insight into cash flow and vendor/client management.

Specialized Bookkeeping Packages

Property Management Accounting Package – For short term rentals, landlords, real estate investors & property management companies

 

Included Services:

  • Tenant rent tracking & posting

  • Owner statements & reporting (monthly, quarterly, annual)

  • Accounts receivable (rents, late fees) & accounts payable (vendors, maintenance, utilities)

  • Security deposit accounting & reconciliation

  • Trust/escrow account reconciliation (per state requirements)

  • Property-specific profit & loss statements

  • Budgeting support for property expenses (maintenance, capital improvements, HOA dues, etc.)

  • Integration with property management software (e.g., AppFolio, Buildium, Yardi, QuickBooks for RE)

  • Annual 1099 preparation for contractors/vendors

  • Monthly or quarterly financial review

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Construction Bookkeeping Service Package
 

Included Services:

  • Job costing & WIP reporting

  • AIA billing & retainage tracking

  • Payroll with certified reporting (if required)

  • Subcontractor compliance (W-9s, insurance, 1099 prep)

  • Vendor invoice/PO matching & reconciliation

  • Monthly project profitability reports

  • Budgeting & forecasting for upcoming projects

 
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* All packages are customizable and offer integration to your software.

Add-On Services

Enhance your bookkeeping package with extra support:

  • Catch-up or cleanup bookkeeping

  • Custom financial dashboards and reporting

  • QuickBooks and software setup/training

  • Project management assistance

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Office Administration Services

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Lighten your workload with trusted back-office support.

  • Vendor and contract oversight

  • HR and staffing assistance (onboarding paperwork, employee scheduling)

  • Document management (digital and physical)

  • Event and meeting coordination

  • Process improvement consulting

Notary Public Services

Reliable, professional mobile and remote notary services for Colorado to keep your business transactions secure.

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  • Business contracts and agreements

  • Real estate documents

  • Loan signing services

  • Client verification documents

  • Power-of-attorney documents

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