Services Offered

Best For: Sole proprietors and very small businesses who need help…but can’t commit to full service bookkeeping yet

Includes: Bare-bones for business owners who just need to get through tax season!

Organization and categorization of cash based activity only
Monthly reconciliation of bank account and credit card
Monthly Profit and Loss statements prepared and shared in a secure, cloud-based platform

One time onboarding fees apply:

$300 QuickBooks Online setup for businesses starting from receipts, memory, or overworked spreadsheets
$500 cleanup fee for existing QuickBooks files that require edits before ongoing services begin

Best For: Solo professionals or small businesses with growing needs and big dreams

Includes: Business basics for every pro!

Personalized chart of accounts built around your specific income streams, expense categories, loans, and more!
Monthly categorization and reconciliations for up to 4 accounts
Profit & Loss, Reconciliation Reports, and Balance Sheet prepared each month
Optional 60-minute monthly meeting to review reporting, cash flow, trends, and help you understand and interpret your business finances
All reports saved to the cloud and shared securely for accessibility (and less emails!)
Direct CPA coordination for a seamless tax season

Best For: Established small businesses seeking expert financial guidance and growth

Includes: Everything in Clarity Tier, plus!

Detailed monthly management report(s), personalized to each client's needs
Tailored budget built from existing financial history to reflect realistic growth targets
Ongoing comparison of actual results against your business goals and budget
Identification of 5–7 key performance indicators (KPIs) specific to your business
Monthly monitoring of KPIs with visual progress charts
Extended planning consultation every quarter to review overall business performance, long-term goals, and operational strategy