PREVIEW — Details confirmed by Rosa Amaya on Oct 24, 2026. Business phone and email are being finalized and will be added here before launch.

Monthly bookkeeping that closes on time, every time.

For growing businesses that have outgrown DIY bookkeeping or a part-time helper: every account reconciled, a real month-end close, and reports you'll actually understand — delivered on the same schedule every month.

Book a Bookkeeping Diagnostic   See packages
Led by a Controller with 12 years of accounting experience · QuickBooks Online & NetSuite · Service in English & Spanish

What's included

The core of every package is the same discipline: clean source data, a complete close, and reporting written for owners — not accountants. Higher packages add support and analysis on top.

Transaction categorization

Every transaction coded to a standardized chart of accounts, so your reports mean the same thing this month as last month — and comparisons are honest.

Bank & credit-card reconciliation

Every account reconciled to its statement, every month. No exceptions, no “close enough,” no stale uncleared items quietly aging.

Month-end close

A real close, on a deadline: accruals and adjustments posted, loans and liabilities tied out, and completed periods locked so the numbers stop moving.

Financial statements & reporting

A monthly package you'll actually read: one-page summary, profit & loss, balance sheet, and cash-flow statement — in plain English.

Bill-pay & invoicing support

Available with Growth and Controller: payables and receivables kept moving and visible, so cash surprises stop ambushing you.

Budgeting, cash-flow & KPI reporting

Available with Growth and Controller: budget-versus-actual reporting, cash-flow visibility, and the handful of numbers that actually run your business — reviewed with you on a call.

Profitability analysis

Available with Controller: profitability by job, department, or service line, so you can see what actually makes money — and what quietly doesn't.

Year-end CPA handoff

Clean books all year and an organized handoff package, coordinated directly with your tax preparer — so tax season is a filing, not an excavation.

One honest boundary: payroll processing and sales tax filings are outside our starting scope. Your books are kept complete and filing-ready for your payroll provider and CPA.

Who this is for — and who it isn't

A fit if…

  • You want current numbers every month, not a year-end surprise
  • You'll share documents and statements on a simple monthly rhythm
  • You're making decisions — hiring, pricing, spending — that need real figures

Not a fit if…

  • You want a once-a-year tax-time scramble — that's not a service we sell
  • You need payroll processing or sales tax filing bundled in from day one
  • You want the cheapest data entry available — we're a Controller-led practice, not a low-cost shop

Simple packages, fixed monthly pricing

Every engagement starts with a paid Bookkeeping Diagnostic ($250–$500, credited toward onboarding), so your exact price is based on your actual books — never a guess, never hourly billing.

Essentials

$750+/mo
  • Transaction categorization
  • Bank & credit-card reconciliation
  • Monthly financial statements
  • Email support
Most popular

Growth

$1,500+/mo
  • Everything in Essentials
  • Bill-pay & invoicing support
  • Budgeting & cash-flow reporting
  • KPI reporting + monthly review call

Controller

$3,000+/mo
  • Everything in Growth
  • Cash-flow forecasting & budgets
  • Job / department profitability
  • Weekly support

Cleanup of past months, onboarding/setup, and software migrations are quoted separately at a fixed price after the diagnostic. See full pricing details →

Your books should tell you the truth — every month, on time.

Book a diagnostic and get a written assessment of your books plus a fixed quote. No pressure, no hourly billing, no surprises.

Book a Bookkeeping Diagnostic

Based in Brandon, Florida — serving businesses throughout Tampa Bay and remotely across the United States. We reply within one business day.