Services

We don't believe in one-size-fits-all pricing. Every business is different, so we'll provide a custom quote after a free consultation based on your transaction volume, account complexity, and support needs. No surprises, just transparent tailored pricing. 

STARTER PACKAGE

Starting at $300/month

For small businesses with low transaction volume (up to ~100 transactions/month)

Includes:

• Categorization of all business transactions

• Monthly bank & credit card reconciliations

• Basic financial reports (P&L and Balance Sheet)

• Email support

STANDARD PACKAGE

Starting at $500/month

For growing businesses with moderate activity (up to ~250 transactions/month)

Includes everything in Starter, plus:

• Cash flow reporting

• Monthly review call (optional)

• Account adjustments & cleanup

• Owner equity tracking

PREMIUM PACKAGE

Starting at $700/month

For high-volume businesses (250+ transactions/month) and/or multiple bank accounts/platforms.

Includes everything in Standard, plus:

• Contractor payment tracking & 1099 prep

• Custom reporting by department, project, or location

• Liaison support for your CPA

• Priority response times

* If your account complexity or transaction volume consistently exceeds plan limits, we'll reach out to discuss a custom quote to make sure you're fully supported.

What You Get When You Work With Us

Every service we offer is designed with accuracy, timeliness, and communication in mind. We don’t just enter numbers — we bring structure to your financials, so you can understand your business performance at a glance.

Our goal is to take the stress out of bookkeeping and become a trusted part of your support team.

Tailored Support for Your Business

No two businesses are the same, and your bookkeeping shouldn’t be either. We take time to understand how your business runs, what reports you actually use, and how involved you want to be in the process. Whether you prefer detailed breakdowns or a quick monthly summary, we work around you.

Flexible Engagement Options

We offer hourly services to suit your needs — whether you’re just getting started, catching up, or maintaining ongoing monthly books. You’re never locked into a contract you don’t need.

Need Help Deciding?

Not sure what level of service is right for you? Reach out for a quick consultation — we’ll walk through your needs and help you figure out the best place to start.