Explore Our Service Tiers as well as Other Services We Offer
Monthly Bookkeeping
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Cleanup Messy Books
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Sales Tax Filings
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Monthly Financial Reports
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Dedicated Support
Monthly Bookkeeping ✳︎ Cleanup Messy Books ✳︎ Sales Tax Filings ✳︎ Monthly Financial Reports ✳︎ Dedicated Support
Choose the Right Bookkeeping Partnership for Your Business
Selecting the right level of support is essential for your business health.
We offer three distinct monthly bookkeeping tiers designed to meet you where you are—from core tax compliance to proactive financial partnership.
While our Essential package provides solid tax readiness, most of our growing clients find the Growth package to be the perfect fit, offering the proactive insights and enhanced tracking needed to truly understand your financials and stay ahead of the curve. Review the chart below to find the tier that aligns with your goals.
Essentials
Starting at $400/month
This tier is ideal for new or established business owners whose primary goal is accurate, compliant books for tax time. It covers core transaction tracking and reconciliations but is purely a record-keeping service with minimal discussion or advanced tracking.
Monthly Transaction Categorization & Reconciliation
Simple Monthly Profit & Loss and Balance Sheet Reports
Year-End Financial Reports for your Tax Professional
Ad-Hoc Financial Meetings & Support
Service Scope
Growth
Starting at $600/month
Our Recommended
Starting Point
This is the sweet spot for business owners looking to move from simple compliance to proactive financial management. It includes enhanced tracking features (Class, Project, Depreciation), monthly detailed reporting with trend observations, and a scheduled quarterly meeting to keep you informed and help you spot issues early.
Monthly Transaction Categorization & Reconciliation
Enhanced Monthly Profit & Loss and Balance Sheet Reports
Year-End Financial Reports for your Tax Professional
Basic Class or Location Tracking
Basic Project Creation & Tracking
Depreciation Schedule Creation & Tracking
W-9 Tracking & Maintenance
Monthly Financial Report Reviews with added Proactive Insights
Quarterly 30-Minute Video Call
Service Scope
Strategic
Starting at $1200/month
This premium tier is for businesses seeking an ongoing financial partner and strategic advisor. It offers monthly high-touch advisory meetings, comprehensive cash flow support, and process improvements, designed for significant growth and maximum financial insight.
Monthly Transaction Categorization & Reconciliation
Expanded Monthly Profit & Loss and Balance Sheet Reports & Metrics
Year-End Financial Reports for your Tax Professional
Advanced Class or Location Tracking
Advanced Project Creation & Tracking
Depreciation Schedule Creation & Tracking
W-9 Tracking & Maintenance
Monthly Financial Report Reviews with added Proactive Insights & Advisory Summary
Monthly 45-Minute Video Call
Priority Monthly Close
Enhanced Client Advisory Services
Budget to Actual Comparison (if QBO budget is available)
Cash Flow Planning Support and Discussions
Proactive Recommendations for Process Improvement
Service Scope
*Eligibility and Customization: While our service packages are designed to cover the needs of most businesses, our focus remains on providing accurate, high-integrity financial records. For this reason, our firm reserves the right to assess a business's complexity, volume of activity, and scope of needs to determine service eligibility. If a business's requirements exceed the scope of the Essential package, we will recommend the appropriate higher-tier package to ensure the quality and completeness of your books. Packages, scope, and pricing are subject to review every six months.
We designed our service tiers to simplify your financial management journey.
Additional Services Offered
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Additional Services Offered
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Additional Services Offered ✳︎ Additional Services Offered ✳︎
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Whether you're months—or even years—behind, we specialize in bringing messy or incomplete books up to date quickly and accurately.
This service is perfect for you if:
You haven’t kept up with your bookkeeping and tax time is looming
You’ve switched bookkeepers or DIY’d for a while and need a reset
You’re applying for a loan or funding and need clean financials
You want accurate books before moving into monthly services
Here is a sampling of how we can help!
Transaction categorization and reconciliation for past periods
Clean-up of duplicate, missing, or mis-categorized entries
Organization of Fixed Assets, Liabilities, etc.
Setup or correction of your Chart of Accounts
Cleanup Product/Services, Customers, Vendors, etc.
Reporting and recommendations to move forward with confidence
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We’ll set up your QBO account correctly for a one-time fee and send a Loom video with basic how-to’s so you can get started.
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We help you stay on top of your bills and maintain strong vendor relationships by managing your payables with accuracy and timeliness.
Our A/P services include:
Processing and recording vendor bills
Payment scheduling based on due dates and cash flow
Weekly or bi-monthly bill pay runs (via platforms like Relay, Bill.com, etc.)
Tracking and organizing vendor W-9s and preparing 1099s
Maintaining a clean and organized A/P ledger
Communication with vendors as needed
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We keep your cash flow strong by helping you stay on top of what’s owed—and making it easy for your clients to pay on time.
Our A/R services include:
Creating and sending customer invoices
Setting up recurring invoices for retainer or subscription clients
Payment reminders and past-due follow-ups
Applying payments and reconciling deposits
Monthly A/R reporting so you know what’s outstanding
Support with platforms like QuickBooks, Keeper, or your CRM
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Not ready to hire a bookkeeper yet? Or just want to bounce around a few ideas? Our consulting services are designed for that.
Book a 50-Minute one-on-one session with us to ask questions, get advice, or work through specific bookkeeping challenges together. Prefer occasional check-ins? Schedule a quick quarterly call for a spot check and to review any technical questions about your reports.