Our Services
Tailored Bookkeeping Plans for Every Stage of Your Business
Essential Plan
$250-$400 / month
Perfect for small businesses needing simple, reliable bookkeeping.
✅ Bank & credit card reconciliations (1–2 accounts)
✅ Categorization of transactions (up to 100)
✅ Monthly financial reports
✅ Email support
Growth Plan
$450-$700 / month
For businesses with more transactions and growing financial needs.
✅ Bank & credit card reconciliations (up to 4 accounts)
✅ Categorization of transactions (100-300)
✅ Accounts payable & receivable tracking
✅ Monthly financial reports
✅ Email support
✅ Quarterly financial review call
Premium Plan
$800-$1500+ / month
For larger businesses with complex financial needs.
✅ Bank & credit card reconciliations (up to 8 accounts)
✅ Categorization of transactions (300+)
✅ Accounts payable & receivable tracking
✅ Payroll processing
✅ Custom monthly financial reports
✅ Dedicated phone & email support
✅ Monthly financial review call
Additional Services (available as add-ons)
📊 Advanced Bookkeeping & Financial Services
Catch-Up Bookkeeping – Cleanup of past months’ records ($100+ per month of back work)
Historical Bookkeeping Cleanup – Full review and correction of financial records ($500–$2,000 depending on scope)
Cash Flow Management Reports – Advanced reports with cash flow forecasts ($150–$500 per report)
Budgeting & Financial Planning – Help businesses create a financial roadmap ($200–$800 one-time or ongoing)
💳 Accounts & Payroll Services
Accounts Payable Management – Tracking, recording, and paying bills ($100–$300/month)
Accounts Receivable & Invoicing – Managing outstanding invoices & collections ($150–$400/month)
Payroll Processing Assistance – Payroll setup and processing through QuickBooks or Gusto ($150–$500/month)
Sales Tax Filings – Monthly or quarterly sales tax calculation and filing ($100–$300 per filing)
📑 Tax-Related Add-Ons (No direct tax filing)
Year-End Tax Preparation Support – Organizing books for CPAs and tax advisors ($500–$1,500)
1099 Filing for Contractors – Preparing and filing 1099s for clients ($20–$50 per contractor)
📈 Business Advisory & Consulting Services
Financial Health Checkup – One-time review of financial reports with recommendations ($150–$500 one-time)
Cash Flow Management Coaching – Helping clients track and forecast cash flow ($250–$800 per session)
Profit & Loss Review Sessions – Reviewing and analyzing financial statements for business insights ($150–$500 per session)
Financial Dashboard & Reports Setup – Setting up custom dashboards to track financial performance ($250–$800 one-time)
Bookkeeping Software Setup & Training – Training on QuickBooks Online for clients ($250–$750 one-time)
Contact us
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