Customized solutions to support you.

Service Packages

Contact Us for Your Free Consultation

Essential Package

Starting at $375/month

Ideal for sole proprietors and small businesses who need clear, reliable bookkeeping.

    • Record, categorize, and reconcile up to 2 bank accounts and 1 credit card (up to 100 transactions per month)

    • Quarterly review of accounts receivable and accounts payable

    • Quarterly loan review and reconciliation

    • Monthly financial reports delivered via a secure client portal

    • Collaboration with your CPA or tax preparer

    • Loom video review of financials

    • One-hour Zoom meeting (monthly or quarterly): $150

    • Monthly or quarterly payroll review to ensure transactions are correctly recorded and reconciled. $100

  • This package is perfect for smaller businesses or self-employed individuals who need straightforward, accurate bookkeeping and dependable monthly reporting — without the complexity of full accounts-management services.

Growth Package

Starting at $600/month

Ideal for growing businesses that have moved beyond basic bookkeeping and need help managing a limited number of invoices and bills while keeping their books accurate and organized.

    • Record, categorize, and reconcile up to 3 bank accounts and 2 credit cards (up to 300 transactions per month)

    • Monthly payroll review to ensure accurate recording and reconciliation

    • Accounts Receivable Management – Prepare and send up to 20 customer invoices, record payments, and provide A/R reports for review

    • Accounts Payable Management: up to 20 vendor bills and payments

    • Quarterly loan review and reconciliation

    • Monthly financial reports via secure client portal

    • Collaboration with your CPA or tax preparer

    • One-hour Zoom video meeting review (in place of the Loom video included in the Essential Package)

    • Budgeting and forecasting support $300

  • Ideal for growing businesses ready to move beyond basic bookkeeping. This package supports expansion by managing inflows and outflows while maintaining organized, accurate financial data month after month.

Growth + Advisory

Starting at $1,200/month

Designed for established businesses with complex needs and a focus on strategy and long-term growth.

    • Record, categorize, and reconcile up to 3 bank accounts and 2 credit cards (300 + transactions per month)

    • Monthly reconciliation of all accounts

    • Monthly payroll review to ensure accuracy and compliance

    • Full Accounts Receivable and Accounts Payable Management

    • Budgeting and forecasting support

    • Unlimited loan account reconciliations

    • Monthly financial reports via secure client portal

    • Monthly Zoom meeting to review results and trends

    • Quarterly goal-setting and forecasting session

    • Collaboration with CPA or tax preparer

  • Built for established businesses seeking deeper insight and proactive financial guidance. This package offers everything in the Growth level plus personalized advisory support to help you plan ahead, stay organized, and make confident financial decisions.

Initial Setup & Diagnostic Review:
Before ongoing services begin, a one-time onboarding and diagnostic review is performed to ensure your books are accurate and ready for monthly maintenance. This review helps us identify any clean-up needs and establish a strong foundation for future bookkeeping.

Onboarding and diagnostic fees vary based on business complexity and the current state of your records. A detailed estimate will be provided before work begins.

Our Process

1. Complete Our Contact Form

Start by filling out our Contact Us form. We’ll review your information and respond promptly to discuss your bookkeeping needs. From there, we’ll schedule a free 30-minute Discovery Call — by phone or Zoom, whichever you prefer.

2. Discovery Call:

During this call, we’ll learn more about your business, goals, and bookkeeping needs. Together, we’ll determine the best next steps — which may include a Diagnostic Review or a customized Service Package proposal designed for your business.

3. Diagnostic Review or Service Package Proposal:

If a Diagnostic Review is recommended, we’ll send a proposal outlining the scope of work and what’s needed to begin (such as QuickBooks Online accountant access).

After the review, you’ll receive a summary of findings and a proposal with recommended service options to move forward confidently.

4. Onboarding:

Once your proposal is signed, we’ll begin onboarding. This includes setting you up in our secure client portal, obtaining accountant or read-only access to your financial accounts, and gathering any additional documents — such as prior tax returns — to get started smoothly.