Bookkeeping Services
Core Plan
Perfect for small businesses looking for essential financial support.
Services Include:
- Categorize income and expenses for accurate books
- Monthly bank and credit card reconciliation
- Clean records ready for tax time (P&L and Schedule C support)
$250/month.
Growth Plan
Ideal for growing businesses needing advanced financial management.
Services Include:
- All Essential Plan services included
- Monthly financial reports: Profit & Loss, Balance Sheet, A/P and A/R summaries
- One-on-one monthly check-in to review financial performance and make informed decisions
$550/month.
Premier Plan
Designed for established businesses seeking full-service financial solutions.
Services Include:
- All Growth Plan services included
- Full accounts payable and receivable support: invoicing, bill pay, and payment tracking
- Strategic consultation to support your business goals
- Priority support and flexible meeting availability
$975/month.