Explore our Bookkeeping Services

A monthly subscription tailored for the specific needs and budget of your business

Starter Plan

Clean, Compliant, Organized

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Starter Benefits:

• Monthly transaction recording & categorization

• Bank & credit card reconciliations

• Monthly Profit & Loss Statement

• Monthly Balance Sheet

• Secure online document portal

• Email support

Ideal for small service-based businesses and solo operators who need accurate books and dependable reporting.

Your books stay accurate, tax-ready, and organized without you lifting a finger.

$300/mo

Growth Plan

Elite Plan

Financial Clarity + Cash Flow Control

Strategic Financial Partnership

Designed for businesses generating consistent revenue that need deeper oversight and smarter financial management

Ideal for established or scaling businesses that want executive-level financial oversight

$500/mo

$900/mo

everything in starter plan plus:

• Everything in starter plan plus:

• accounts payable tracking

• accouts receivable oversight

• monthly cash flow reporting

• quarterly financial performance review call

• coordination for quarterly estimated tax data

• priority support

Everything in growth plan plus:

• Monthly advisory strategy calls

• budget creation & financial forcasting

• Budget vs actual reporting

• payroll integration & oversight

• perfomance trend analysis

• Priority 24-48 hour response

This tier moves you from "keeping records" to understanding your numbers. This is where real business growth begins.

You operate with clarity, structure, and forward-looking strategy.

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