Customized solutions to support you
Service Packages
Essential Package
Starting at $375/monthIdeal for sole proprietors and small businesses who need clear, reliable bookkeeping.
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Record, categorize, and reconcile up to 2 bank accounts and 1 credit card (up to 100 transactions per month)
Monthly reconciliation of bank and credit card accounts
Monthly payroll review to ensure transactions are correctly recorded and reconciled
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
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Loom video recording review of financials (monthly or quarterly): $75
One-hour Zoom meeting (monthly or quarterly): $150
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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/monthIdeal 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.
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Record, categorize, and reconcile up to 3 bank accounts and 2 credit cards (up to 300 transactions per month)
Monthly reconciliation of all accounts
Monthly payroll review to ensure accurate recording and reconciliation
Accounts Receivable Management: up to 20 invoices and related payments
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
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Loom video recording review of financials (monthly or quarterly): $75
One-hour Zoom meeting (monthly or quarterly): $150
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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/monthDesigned for established businesses with complex needs and a focus on strategy and long-term growth.
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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
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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 to let you know if we’re a good fit to work together. 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. If we both feel it’s a good fit, we’ll discuss next steps — which may include a Diagnostic Review to assess your current books or a customized Service Package proposal.
3. Diagnostic Review or Service Package Proposal:
If a Diagnostic Review is recommended, you’ll receive a proposal outlining the scope of work and what we’ll need to begin (such as QuickBooks Online accountant access).
Once the review is complete, you’ll receive a summary of findings and a proposal with recommended service package options to move forward confidently.
4. Onboarding:
After you select and sign your proposal, we’ll begin the onboarding process. This includes setting you up with our secure, encrypted client portal, obtaining accountant or read-only access to your bank and credit card accounts, and gathering any additional documents — such as prior tax returns — needed to get started.
