PS Bookkeeping & Payroll Solutions for Your Business

 Best for:
Simple operations that need accurate, reliable books without the mess.

You likely fit here if:

• 0–150 transactions/month 
• 1–2 bank/credit accounts 
• No payroll or very minimal payroll 

What I handle:

• Monthly bookkeeping (categorized, reconciled, accurate) 
• Bank feed cleanup and management 
• Monthly reports you can actually understand 
• AI Profit Leak Detection™ (included) 

Why this matters:
Most businesses at this stage are making decisions off bad data.

Missed expenses. Misclassified transactions.
Numbers that look fine—but aren’t.

I clean it up so you can:

• Stop guessing 
• Stop overpaying taxes 
• Start trusting your numbers

 Best for:
Businesses gaining traction—but losing clarity.

You likely fit here if:

• 150–500 transactions/month 
• 2–5 bank/credit accounts 
• Payroll in place (1–10 employees or contractors) 
• Using QBO Payroll or a third-party system that integrates cleanly 

What I handle:

• Everything in Foundation, plus: 
• Payroll integration (QBO or third-party synced correctly) 
• Deeper categorization for more accurate reporting 
• Monthly financial insights and trend tracking 
• AI analysis to uncover profit leaks and cash flow issues 

Why this matters:
This is where things start slipping.

You’re making more money—but:

• You don’t know what’s actually profitable 
• Payroll may not be flowing correctly into your books 
• Cash feels tight… even with solid revenue 

That’s not a revenue problem.
That’s a visibility problem.

 Best for:
High-volume businesses that need control—not just bookkeeping.

You likely fit here if:

• 500+ transactions/month 
• 5+ bank/credit accounts 
• Multiple employees/contractors 
• Payroll complexity (QBO or integrated systems) 

What I handle:

• Full bookkeeping + system optimization 
• Payroll coordination and clean integration 
• Cash flow tracking systems 
• Advanced Profit Leak Detection™ 
• Ongoing financial insights focused on increasing profit 

Why this matters:
At this level, small mistakes get expensive—fast.

Duplicate expenses.
Broken payroll data.
No clear view of actual profit.

You don’t need more reports.

You need control.