Services Offered

All tiers include…

  • Monthly organization, categorization, and reconciliation of connected bank and credit card accounts

  • Professional and experienced human bookkeeping, not AI confusion and misappropriation

  • Shared Open Items List so you always know what’s needed of you, if anything at all!

  • Direct CPA coordination for a seamless tax season

  • Low, one-time onboarding fees

    • $300 QuickBooks Online creation & setup for businesses starting from receipts, memory, or overworked spreadsheets

    • $500 cleanup for existing QuickBooks files that require edits before ongoing services begin

Limited Tier Monthly Bookkeeping Package

$99 per month

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

  • Monthly bookkeeping for straightforward, cash-basis businesses

  • Monthly Profit & Loss Statement

  • Designed for businesses without payroll, loans, or outside app integrations

  • Email support included

This sounds great!

Clarity Tier Monthly Bookkeeping Package

$299 per month

Best For: Business owners who want complete financial reporting, room to add payroll or connected apps, and regular access to help understand their numbers

  • Monthly Profit & Loss Statement, Balance Sheet, and reconciliation reports

  • Integration and reconciliation of payroll, loans, payment processors, and other connected financial platforms

  • Optional 60-minute monthly meeting to review major changes, unusual results, and what is driving your monthly performance

Need this!
Person holding a cup of coffee at a white desk with a laptop, floral arrangement, and office supplies.

Advisory Tier Monthly Bookkeeping Package

$749 per month

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

  • Everything included in Clarity tier, as well as…

  • Budgeting and forecasting

  • Cash-flow planning

  • Customized management reporting and KPIs

  • Monthly strategy meetings focused on managerial decisions, goals, and long-term growth

That sounds great!

Hybrid Tier Quarterly Bookkeeping Package

Only available to clients at bookkeeper’s discretion.

  • Client manages day-to-day bookkeeping activity

  • Quarterly review, corrections, reporting, and reconciliation support

  • Best for business owners who want professional oversight while maintaining autonomy over their bookkeeping