Take some work off of your plate.

Whatever your small business does, it is imperative to keep clean financial records, properly process payroll, and stay in compliance with all HR laws at the Federal, State, and local levels.

Rather than get bogged down in these tasks yourself, let us help. We can customize a solution that fits you and your business best, providing the services you need on a regular basis with the option to add additional one time services as needed. We don’t push a full package on every client, we only want you to secure the services that you need. We’ll tailor a custom solution with excellent records for all tasks. We will set you up for success!

OUR SERVICES

Bookkeeping Packages

Basic Box Step

Catered to the very small business with basic bookkeeping needs, setting the stage for future growth

$250/month

  • Monthly reconciliation of up 2 accounts, up to 150 transactions

    Monthly financial reports P&L, Balance Sheet, Cash Flow Statement

    Monthly Check In/Review

Two Step Growth

$550/month

Perfect for businesses ready to enhance their financial strategy with slightly more complex needs. This package keeps your business moving smoothly, just like a well-executed two-step dance.

  • Monthly reconciliation of up to 8 accounts, up to 500 transactions.

    AR/AP Management (up to 100 invoices each)

    Budget Set Up and Reporting

    Monthly financial reports P&L, Balance Sheet, Cash Flow Statement, Budget to Actual

    Bi-Weekly Check In/Review

All plans can be customized to fit your specific needs. We love working with companies to tailor a custom solution and pricing plan that best supports to needs of your business.

Ensemble Leap

$1,200/month

Aimed at higher volume businesses who need a hands on partner with AP and AR, budgeting and more.

  • Monthly reconciliation of up to 5 accounts, up to 300 transactions.

    AR/AP Oversight

    Monthly financial reports P&L, Balance Sheet, Cash Flow Statement

    Monthly Check In/Review meeting

AP/AR Management

$200/month

Upgrade any plan to include AP/AR Management for up to 100 invoices per month each. Custom quotes available for companies with more than 100 AP or AR invoices on a monthly basis.

Add On Services and Custom Plans

Solopreneur and Ultra Small Plans

Custom Pricing

Custom plans can be crafted for the solopreneur or ultra small business (less than 20 transactions per month). These plans can be designed on a monthly or quarterly basis.

QuickBooks Set Up

$150

New to QBO? We’ll get you set up and ready to track your finances in the system moving forward. Discounts on QBO plans for new users may also be available through our billing plan.

Clean Up Bookkeeping

Custom Pricing

Need to catch up on your bookkeeping? We can help. We’ll catch you up, clean things up, and get you set for ongoing success.

Payroll

Support for Self Run Payroll

We’ll set you up and give you the tools to easily manage your payroll on your own.

$600

  • Full set up with Gusto

    Training on how to run your payroll

    We run your first two payrolls with you

    Ongoing support as needed for bookkeeping or HR monthly clients. For clients only utilizing this service, a fee of $25/month is added for ongoing payroll support.

Full Payroll Management

You want to be completely hands off, we get it! We’ll set you up and then run your payroll for each pay period.

$400 setup, $60/month +$5/PEPM

  • Full set up with Gusto

    Run all of your payrolls (to to weekly)

    Direct Deposit Management

    Tax Management

    Payroll Reports emailed to you

    Custom approval process

    Reimbursements

    Paycheck Tips

    Benefits Deduction and Contribution Management

    Time Off Plan Management

    End of year tax package provided and W2s distributed

Human Resources

Outsourced HR Manager

We’ll be your regular partner and help manage general HR tasks. From updating policies, answering compliance questions, to handling employee relations issues, we can be your partner for all of your HR needs.

  • Phone and email support for HR questions and concerns.

    Support with employee relations issues, developing Performance Improvement Plans and more.

    Onboarding processes developed and supported.

    Annual compensation analysis (additional fees for industry specific surveys for benchmarking)

    Exit interviews

Plans start at $90/month

HR Projects

For the occasional project or initiative that requires an HR expert, we have your back. We’ll discuss your specific needs and come up with a proposal for how we can help.

  • Recruiting

    Employee Handbook Development

    As needed Employee Relation Support or development of Performance Improvement Plan

    Compensation Analysis

    Design of Performance Management Program

    HR Technology Implementation

    Benefits Administration

    HR Policy Development

    Employee Onboarding Design

Custom pricing

CONNECT WITH US

The road to financial organization starts with a single step. Reach out to us and start your journey today.