our services

Helping you make
data-driven decisions,
maximize profit, and
grow your business.

let's work together

Bookkeeping is so much more than scrambling to get something over to your tax preparer every year.

Accurate financial data is the foundation of your business's success. Bookkeeping isn't just about tax time - it's about empowering you to make growth-oriented, data-driven decisions throughout the year. With up-to-date and precise financial records, you'll be equipped for effective budgeting, strategic planning, and insightful business analysis.

Plus, you'll be able to track your profits and growth with confidence. Bookkeeping is key to unlocking your business's full potential, providing you with the clarity and insights you need to thrive in today's competitive landscape.

that's our specialty

The Essentials Package

Starting at $400/mo.

Moneta        Accounting Services

this is for you if...

  • You want to know how much you are making and how much you are spending each month so you can make data-driven decisions that lead to business growth
  • You don’t have the time or desire to tackle the bookkeeping yourself

includes:

  • Organized, done-for you, monthly bookkeeping in Quickbooks Online
  • Monthly account reconciliations
  • Accurate, easy to understand reports sent directly to your inbox each month
  • Email support as needed

Financial Analysis Reports

starting at $200 per report prepared

this is for you if...

  • You are looking to dive deeper into the numbers and understand how you can use them to your advantage to make the best decisions for your business 

includes:

  • Customized budgeting, cash flow forecasting, or other financial analysis report that makes sense for your business

Catch-up Engagements

starting at $2,500

this is for you if...

  • You have been neglecting your bookkeeping and need to get things in order for the year
  •  You tried to DIY your Quickbooks setup but don’t know where to go from here

includes:

  • Quickbooks set up (if applicable) 
  • Transaction categorization
  • Account reconciliations

Payroll Monitoring/Assistance

starting at $200/mo.

this is for you if...

  • You have employees or contractors that need to be paid but you don’t want to have to deal with pressing the buttons each pay period, making sure your people are getting paid accurately, or worry about filling out and filing 1099s properly

includes:

  • Monitoring of chosen payroll provider
  • 1099 preparation and filing

“Can’t I do this myself?”

You might be thinking...

Absolutely! But do you really want to? Are you sure you would
be doing it accurately and timely? As a founder, you are likely
tackling a million other things, and hiring us allows you to
focus all your energy on the growth of your business.

It may not be the most glamorous side of owning a business,
but knowing where you stand financially is the foundation of
being successful and the key to peace of mind. 

let's work together

Frequently Asked Questions

We exclusively work with Quickbooks Online. We would be happy to get you set up there if needed!

Absolutely!

We do not discriminate!

You will have a direct contact that you can utilize for support whenever it’s needed. Most communication will be handled through email, however we can schedule calls as necessary!

Ready to get those overwhelming financial tasks off your busy plate?

We understand that as a business owner, your time is precious. You shouldn't have to spend it wrestling with spreadsheets or worrying about keeping your books in order. That's where we come in. 

If you are ready to take the first step towards financial peace of mind, reach out to us today so we can chat more about your needs and how we can be of service!

let's do it