Bookkeeping Designed for Small Businesses
We help business owners get out of the weeds and into clarity. Whether your books are messy, behind, or you’re ready for proactive financial insight, we’ve built a process that makes your numbers work for you.
Step 1: Diagnostic Review
Before we begin any cleanup or ongoing bookkeeping, we start with a one-time Diagnostic Review.
Deep dive into your books to uncover errors, gaps, and opportunities
Clear written findings and recommendations
Roadmap to get you caught up and organized
💲 $297 one-time
👉 Applied to cleanup or first month if you move forward
Step 2: Cleanup & Catch-Up
If your books are behind or messy, we’ll get everything accurate and up to date - so you can move forward with confidence.
Account reconciliations
Transaction reclassifications
Chart of Accounts cleanup
Tie-outs for tax prep
💲 Starting at $200–$300 per month of books (3-month minimum)
Essentials Package
For solo business owners or small teams who need reliable, tax-ready books without the overwhelm.
Up to 2 accounts (~200 transactions)
Monthly categorization & reconciliations
Standard financial reports (P&L, Balance Sheet)
Audit-ready documentation
Unlimited email support
💲 Starting at $350/month
Advisory Add-Ons
Not ready for a full CFO-level engagement but still want deeper insight? Add strategic support as needed.
Monthly 30-minute strategy call → $250/month
KPI dashboard setup & reporting → $150/month
Budgeting & forecasting → $300/month
Available to existing bookkeeping clients only.
Step 3: Ongoing Monthly Bookkeeping
Once your books are in order, we take it from there. Each month, we reconcile your accounts, deliver accurate financial reports, and provide proactive insight so you understand your cash flow, expenses, and profitability — not just at tax time, but all year long.
Growth Package (Most Popular)
For growing businesses that want clarity and insight — not just compliance.
Everything in Essentials
2–4 accounts (200–500 transactions)
Accounts receivable/payable tracking
Cash flow reporting
Custom reports with monthly highlights
💲 Starting at $550/month
CFO-Level Package (Bookkeeping + Advisory)
For business owners who want strategy, insight, and support — not just reports.
Everything in Growth
Unlimited accounts & transactions
Weekly categorization
Full AR/AP services
Budgeting & forecasting
KPI tracking tailored to your practice
Monthly strategy call
💲 Starting at $1,100/month
Other Add-Ons
Payroll setup & processing → from $100/month + $5/employee/run (+$150 setup)
Sales tax filing → $50–$125 depending on frequency
1099 filing → $25–$50 per form
Pricing varies based on complexity and volume.
Ready for peace of mind with your books?
The first step is simple: book a consultation call. We’ll talk through your business, review your books, and outline a clear path to clean, accurate, stress-free bookkeeping.