Our Services

Done For You Services

Getting your books in shape so your business can soar

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Flight Ready Clean Up

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CLEAN UP & CATCH UP

Getting your books in shape so your business can soar

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Packages

Packages

Choose Your Bookkeeping Path

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Hatchling Path

QUARTERLY BOOKKEEPING

Perfect for startups or small businesses taking their first steps in financial management

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Nestling Path

MONTHLY BOOKKEEPING

Designed for growing businesses, providing optimistic accountability and action to stabilize and grow

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Soaring Path

WEEKLY BOOKKEEPING

This package suits growing businesses needing weekly bookkeeping, often nearing the stage of hiring part-time staff. It offers the expertise and benefits of a virtual bookkeeper without the overhead.

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Do It Yourself Services

Getting your books in shape so your business can soar

Choose Your Path

The Nest Rebuild

QBO SETUP PACKAGE

Repairing and organizing your bookkeeping foundation

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Chirp’s Essentials

QBO TRAINING

Covering the basics with care and precision to establish a strong financial foundation

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FAQ’s

  • A bookkeeper manages the day-to-day financial transactions of your business. This includes recording income and expenses, reconciling bank accounts, managing accounts payable and receivable, generating reports, and ensuring your books are accurate and up-to-date. They help you stay organized, compliant, and informed.

  • A bookkeeper handles the ongoing financial data entry and organization, while an accountant typically uses that data to provide higher-level financial analysis, file taxes, or offer strategic advice. Think of a bookkeeper as the person who keeps your financial engine running smoothly—so your accountant can do their job effectively.

  • This depends on the service level you choose, but typically, books are updated weekly or monthly. Some clients prefer real-time or bi-weekly updates if they have higher transaction volume or need regular reporting for decision-making.

  • Most modern bookkeepers specialize in platforms like QuickBooks Online or Xero. If you're already using one, great! If not, a good bookkeeper can help you set it up, migrate data, and learn how to use it effectively. (Katlyn Alyssa Inc., for example, specializes in QuickBooks Online.)

  • You'll need to provide access to your accounting software, bank and credit card accounts (read-only or accountant access), any payroll or sales systems you use, and historical data (if available). Don’t worry—your bookkeeper should walk you through a checklist to make onboarding smooth and simple.

Ready To Simplify Your Business?

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