Services
Simplified Bookkeeping, Tailored to Your Business
Foundation
Starting at
$375
/ Month *
Covering the essentials, so your books are always in order.
- Transaction categorization: Ensuring all your income and expenses are properly sorted.
- Monthly reconciliations: Verifying accuracy between your accounts and records.
- Monthly financial reports: Clear reports showing how your business is performing.
- Client portal: A secure space to access your reports and stay organized.
- Email support: Quick answers to your bookkeeping questions.
Growth
Starting at
$800
/ Month *
More detailed bookkeeping to support your growing business.
- Everything in Foundation
- Payroll through Gusto: Hassle-free payroll management for your team.
- Accounts receivable/payable: Tracking what’s owed and what needs to be paid.
- Monthly Loom video: A brief video explaining your financial reports.
- Receipt management: Organized tracking of your receipts.
- Class/location tracking: Clear breakdown of performance by department or location.
- Client portal: Access all your financial documents in one place.
- Email communication: Regular updates and easy access for questions.
Scaling
Starting at
$1,500
/ Month *
Advanced support for businesses with more complex needs.
- Everything in Growth
- Weekly tasks option: Frequent bookkeeping to keep up with your business.
- Monthly video call: Regular check-ins to review your numbers and plan ahead.
- Advanced tracking with QBO: Detailed insights into your business performance.
- Cash flow advising: Guidance on managing and improving your cash flow.
- Advanced reporting: Customized reports for deeper financial analysis.
- Client portal: Seamless access to reports, receipts, and documents for streamlined communication.
* Please note that the prices listed are starting rates. Final pricing will be determined based on the specific needs and complexity of your business after an initial evaluation. All services and costs will be discussed and agreed upon prior to engagement.