OUR SERVICES
Introducing our comprehensive suite of bookkeeping solutions tailored to meet the diverse needs of your business. Whether you're seeking a simple yet effective bookkeeping spreadsheet, monthly maintenance to keep your finances in check, or a thorough clean-up of your existing records, we've got you covered.
BUILDING YOUR BUSINESS WITH CONFIDENCE & CLARITY
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BUILDING YOUR BUSINESS WITH CONFIDENCE & CLARITY 〰️
MONTHLY BOOKKEEPING PACKAGES
These packages are baseline bookkeeping packages that are used as a foundation for building your business.
MONTHLY BOOKKEEPING
Investment: $400/mo
This package is perfect for business owners who want peace of mind that their books are accurate and up to date.
What’s Included:
Transaction categorization
Monthly bank & credit card reconciliations
Payroll management (if applicable)-add on service
Accounts payable & receivable setup/support - add on service
Monthly financial reports (P&L, Balance Sheet, Cash Flow)
Sales tax reporting (if applicable)
Client portal for communication
CLEAN UP SERVICES
Investment: amount is based on number of cleanup months & the complexity of the account.
This is for businesses that are behind or need a fresh start before moving into monthly bookkeeping.
What’s Included:
One-Time Bookkeeping Cleanup
Review & categorize all past transactions
Reconcile accounts up to current month
Correct errors or duplicates
Organize chart of accounts for accuracy
Deliver clean, tax-ready financial statements
MONTHLY ADVISORY ADD ON PACKAGES
These monthly advisory add on packages are designed to be an additional service to your current monthly bookkeeping package
FOUNDATION ADVISORY
For pricing, please fill out the form below
Perfect for CEOs who want clarity and peace of mind with proactive insight,
not just reports.
What’s Included:
Monthly bookkeeping services
Monthly Financial Insight Video (walkthrough of your numbers in plain English)
Custom 3-4 KPI’s tracked
Tax Readiness Checklist (annual) to stay prepared year-round
Cash Flow Review & Insights (monthly check-in on money movement & runway)
GROWTH ADVISORY
For pricing, please fill out the form below
Great for business owners ready to make confident, growth-focused decisions with regular guidance.
What’s Included:
Includes everything in Foundation, plus:
Quarterly 30-minute strategy calls
Growth Strategy Support (review of margins, pricing, revenue goals, and cost-saving opportunities)
Custom KPI Tracking (3–5 key performance indicators tracked monthly)
Revenue Stream analysis
What’s Included:
ELEVATE ADVISORY
For pricing, please fill out the form below
Designed for CEOs who want a financial partner by their side each month —
not just bookkeeping, but high-level strategy to elevate their business.
What’s Included:
Includes everything in Growth plus:
Quarterly 45–60 minute strategy meetings (deep-dive into financials, goals, and planning)
Advanced Forecasting & Budgeting (projections, “what-if” scenarios, and planning ahead)
Comprehensive Profitability Forecasting → deeper dives including cost of scaling, hiring, or adding revenue streams
Strategic Planning → aligning financial goals with big-picture vision (expansion, hiring, scaling decisions, reinvestment planning)
NEED ADVISORY PRICING?
Fill out the form below to get your customized Advisory Package pricing.