Simple - Straightforward

Bookkeeping Services to Support your Business

We specialize in QuickBooks Online. We work remotely, or we can meet in person to help you.
- Set Up
- Training
- Consulting
- Clean- up projects
- Accounts Receivable
- Accounts Payable
- Payroll
- Budgeting
- Cash Flow management
- Financial Reporting

Monthly Bookkeeping Plans

These plans give you an idea of pricing. You will receive a quote based on the needs for your business.

FOUNDATION PLAN

For new businesses or clean systems

that need structure

$500/Month

Free Business Assessment

QuickBooks Setup / Review

Monthly Bookkeeping

Includes:

• Business profile setup

• Bank & credit card connections
• Chart of accounts creation
• Transaction categorization
• Monthly reconciliation

• Monthly financial statements
• Email / phone support

Best For:

New businesses
Businesses switching bookkeepers

Simple service-based businesses

Get Started

GROWTH PLAN

For businesses that need operational

support & cash flow control

$900/Month

Free Business Assessment

Monthly Bookkeeping

AR / AP Management

Payroll Processing (Optional Add-On)

Includes Everything in Foundation PLUS:

• Accounts receivable management

• Invoice & recurring billing setup

• Payment integrations (ACH, CC, Venmo, PayPal)

• Accounts payable system

• Vendor setup & payment processing

• Payroll setup & reporting

• Cash flow review

Best For:

Growing service businesses

Teams with employees

Businesses struggling with cash flow visibility

Get Started

STRATEGIC PARTNER PLAN

For business owners who want clarity, structure, and financial direction

$1,800/Month

Historical cleanup

Full Clean-Up & Optimization

Monthly Bookkeeping

Payroll + AR/AP

Business Budgeting

Ongoing Financial Review

Includes Everything in Growth PLUS:

• Full bookkeeping clean-up (if needed)

• Audit-ready financials

• Tax-ready coordination

• Business budgeting

• Revenue target planning

• Monthly strategy review

• Optional weekly accountability meetings

• Daily cash management (optional add-on)

Best For:

Established service businesses

Owners wanting financial clarity

Businesses preparing for growth or scale

Get Started

Always Tax-Ready. Always Prepared.

Tax-Ready Coordination Process

Accurate Monthly Books

Year-End Financial Review

Audit-Ready Statements

Secure Transfer to Tax Professional

Filing Coordination Support

Your Close on Time, Every Month Guarantee

Your books will be closed by the 15th of each month or receive a credit towards your next month service.

(provided bank statements are issued by the 5th)

Limited New Client Openings Each Month

Schedule Free Assessment

Secure Your Spot

Only 3 onboarding spots available per month

Explore more solutions

Taxes

Sheryl Goman, 1st Choice Gorman Tax Services and her tax team provides planning and tax return preparation services to help you minimize your liabilities and ensure timely compliance. We analyze your financial situation to identify tax-saving opportunities and guide you through every step of the filing process.

We can also handle your tax resolution needs.

Budgeting & Forecasting

Planning for the future starts with a solid budget. We help you create detailed, realistic budgets that align with your business goals and growth strategies. Our forecasting services provide insights into future revenue, expenses, and potential challenges.

Full Service

Payroll Management

Managing payroll can be time-consuming and complex, but with our full service payroll management services, we handle everything from calculating employee wages to tax deductions and compliance. Justin Patterson, CPA and his team ensures that your employees are paid accurately and on time.

The Biz Community

A practical space for businesses to master back-office systems—bookkeeping, payroll, taxes, and everyday ops—so you can run profitably.

Frequently Asked Question

How do I know if I need a bookkeeper for my business?

If you find it difficult to manage your finances, need help with taxes, or require accurate financial records to make informed business decisions, hiring a bookkeeper can help ensure your financial health is properly managed.

How much does bookkeeping cost?

The cost of bookkeeping varies depending on the size of your business, the complexity of your financial needs, and the services you require. Contact us for a personalized quote based on your business's unique requirements.

What services do you offer as a bookkeeper?

We specialize in QuickBooks and are a QuickBooks Online ProAdvisor. We work remotely, or we can meet in person to help you. Full service bookkeeping, accounting, payroll, budgeting and tax return preparation.

How does monthly bookkeeping work?

We analize and record all of your business transactions through QuickBooks Online to compile your monthly financial statements such as Profit and Loss and Balance Sheet.

What if I need a more frequent schedule than monthly?

We can meet your specific business needs. We can meet more often to meet your specific business needs. We even offer weekly cash meetings to help you optimize your cash flow.

When and how do I send my documents?

We will need your bank statements every month. We can setup your bank statements to automatically synch with QuickBooks Online so that you can focus on your business while we handle your bookkeeping. You are able to send us your documents if you prefer through a secure cloud based software portal.

When do you deliver my monthly financial reports?

We will have your financial reports delivered by the 10th of the month so that you can better plan for your business.

What if my books are behind or need a clean-up?

Don't worry! We can help clean-up any messy transactions or inaccurate records from your past. We will discuss the details as necessary for your specific situation.

What if I need payroll services?

We offer QuickBooks Online payroll set up, training, and consulting. Our team also offers Full Service payroll.

What if I need assistance for special projects?

Lets talk. We love innovation and are constantly trying new concepts. Let's work together to improve your special projects and optimize your business.

What if I need tax preparation?

We also have a Tax team to provide all your tax preparation, consulting, and tax resolution needs.

Our Trusted Referral Partners

Your trusted partners helping businesses stay organized, efficient, and financially empowered. Contact us today to simplify your financial management.

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