Services

by Orca

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Bookkeeping Setup

For brand-new businesses.

Set up your bookkeeping the right way. We’ll create your system, organize your accounts, and ensure everything is ready for smooth monthly bookkeeping.

What’s Included

  • Accounting system and chart of accounts setup

  • Bank and credit card connections

  • Payment processor integrations

  • Transaction categories and workflows

  • Bank rules & automations

  • Initial data cleanup and reconciliations

  • Key financial reports (P&L, Balance Sheet, Cash Flow)

  • Training and next-step guidance

Extras

  • Payroll setup

  • Inventory tracking setup

  • Sales tax, occupancy tax, or other tax setup and guidance

  • 1099 contractor tracking system

Starting at $300. One time-fee.

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Monthly Bookkeeping

For early stage and established businesses.

A hands-off, recurring service that keeps your financial records current, accurate, and reconciled—so your books are always in order, not just at tax time.

Included Monthly

  • Recording transactions

  • Categorizing transactions

  • Reconciling bank and credit card accounts

  • Year-end adjusting journal entries

  • Adjusting journal entries, monthly or quarterly

  • Financial reporting

  • CPA Liaise & Reporting

  • Unlimited email support

Extras

  • Full accounting system setup

  • 60-minute monthly meetings

  • Payroll setup

  • Managing payroll processing

  • Accrual basis accounting

  • Annual 1099-NEC Filings

Starting at $450 / month

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Fractional Accounting

For growing startups and established businesses.

Monthly Accounting Cycle

  • Ongoing accounting review and oversight

  • Adjusting journal entries

  • Accrual accounting and period-end adjustments

  • Month-end close support & management

  • Financial statement preparation

  • General ledger review and cleanup

  • Revenue and expense recognition

  • Balance sheet accuracy and reconciliations

  • Accounting issue identification and resolution

Systems & Structure

  • Chart of accounts review and refinement

  • Accounting process guidance

  • Software configuration oversight

Custom pricing. Inquire for more details.

Offered on an “A La Carte” Basis.

Ongoing access to high-level accounting support, including adjustments, accruals, and financial oversight without a full-time hire.

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Checking off to-do lists, & giving your books integrity.

Let's Chat!

  • Bookkeeping is the systematic recording and organizing of a company’s day-to-day financial transactions.

    Core focus:Accuracy and completeness of records

    Typical bookkeeping tasks include:

    • Recording sales, expenses, and payments

    • Categorizing transactions

    • Maintaining the general ledger

    • Reconciling bank and credit card accounts

    • Managing accounts receivable and payable

    • Managing payroll processing

    • Preparing basic financial reports (e.g., transaction summaries)

    Bookkeeping answers the question:
    “What happened financially?”

  • Accounting is a broader discipline that includes bookkeeping, but goes beyond it to interpret, adjust, analyze, and report financial information.

    Core focus: Financial accuracy, compliance, and insight

    Accounting includes everything bookkeeping does, plus:

    • Adjusting journal entries

    • Accrual and deferral accounting

    • Month-end and year-end close

    • Financial statement preparation and review

    • Financial analysis and interpretation

    • Budgeting and forecasting

    • Tax planning and compliance support

    • Advisory and strategic guidance

    Accounting answers the questions:
    “What does this mean?” and “What should we do next?”

  • Xero & Quickbooks Online

FAQs

  • I do not currently offer tax preparation. However, I liaise with whoever files your taxes, ensuring efficient communication and filing. I can also refer you to a few of my trusted CPAs upon request.

  • You risk the following (at a minimum): missed deductions, tax penalties, loan & financing rejections, and inaccurate business decisions .

    Unless mistakes and errors are corrected early on, they can tend to snowball down the road, and amended returns and costly bookkeeping clean-up may be necessary anyways amended returns.

  • We recognized there was a need for “Done-for-you” accounting services for companies in all stages.

    Therefore, we scope out what you and your company needs, and stay connected and available to you, and any other third parties you’d like.

Get In Touch

Every business is different, and there’s no one-size-fits-all approach.

We’ll chat through your goals, establish where you’re at today, and put together a proposal to determine where you want to go next.

Contact us