For: Solopreneurs or small businesses under $100K/year

• 1–2 accounts reconciled

• Up to 75 transactions/month

• Monthly financial reports (P&L & Balance Sheet)

• Secure Canopy client portal

• QBO subscription included

For: Small businesses earning $100K–$500K/year

• Up to 4 financial accounts

• Up to 200 categorized transactions/month

• Monthly reconciliation

• Cash flow reports + quarterly check-ins

• Canopy portal + QBO subscription

For: High-volume or complex businesses ($500K+)

• 6+ accounts and platforms

• Unlimited transactions

• Full-cycle bookkeeping (A/R, A/P, payroll journal entries)

• Monthly KPI & strategy reporting

• Client portal + QuickBooks Online included

Our clean-up bookkeeping services help get your financial records back on track—whether you're behind a few months or a few years. We sort through disorganized or incomplete books, reconcile accounts, correct errors, and ensure everything is accurate and up to date. It’s all about restoring order, clarity, and confidence in your numbers so your business can move forward and thrive.

Our 1099 filing service ensures your business stays compliant by accurately preparing and submitting required 1099 forms for your contractors and vendors. We collect the necessary information, verify TINs, and file with the IRS on your behalf—on time and with confidence. Whether you have one contractor or dozens, we take the stress out of year-end reporting so you can focus on what counts.

Our full-service payroll management takes the burden off your shoulders by handling every aspect of paying your team accurately and on time. From onboarding employees and contractors to calculating wages, tax withholdings, and direct deposits—we manage it all. We also file all required payroll tax forms, issue W-2s and 1099s, and ensure compliance with federal and state regulations. With dependable support and secure systems, we make payroll simple, so your business can thrive and your people get paid—without a hitch.

Our self-onboarding payroll management service empowers your team to securely enter their own information through a simple online portal—saving you time and reducing errors. Employees and contractors can complete tax forms, set up direct deposit, and submit personal details with ease. We review submissions for accuracy, ensure compliance, and handle the rest—from pay runs to tax filings—so you can focus on running your business while we keep payroll running smoothly.

Our LLC Formation package makes starting your business simple and stress-free. We handle the entire process—from filing your Certificate of Formation with the state to securing your EIN from the IRS. The package includes name availability checks, serve the registered agent, and a customized operating agreement. Whether you're launching a new venture or making your side hustle official, we take care of the paperwork so you can focus on building a business that thrives.

Item Our Business Growth Coaching service is designed to help small business owners gain clarity, confidence, and strategic direction. Through one-on-one coaching, we help you analyze your numbers, identify opportunities, and make wise, profitable decisions—so your business can do more than survive… it can thrive.

Whether you're looking to increase revenue, streamline operations, or scale your team, our coaching integrates financial insight with real-world strategy and accountability. Perfect for solo entrepreneurs or teams ready to grow with intention.

We help streamline your operations by evaluating and stacking the right mix of AI tools, automation systems, and digital platforms tailored to your business needs. Whether you're overwhelmed by tech options or looking to save time and money, our service identifies and implements a smarter, leaner tech stack to boost your productivity without breaking your budget. description