Our Services
Choose the level of support that fits your business. Whether you need clean, consistent books or deeper financial insight, every plan is designed to give you clarity and confidence in your numbers.
Designed for small business owners who need clean, organized books and consistent monthly reporting without unnecessary complexity.
What’s included:
Transaction categorization (bank and credit card activity)
Monthly bank and credit card reconciliations
Profit & Loss Statement (monthly)
Balance Sheet (monthly)
Ongoing email support (48-hour response time)
Best for:
Business owners who want accurate financials and a reliable monthly process, without ongoing advisory needs.
Ideal for business owners who need accurate books, but do not require ongoing financial insights or strategy support.
Investment: Starting at $200/month
Built for business owners who want more than clean books. This plan adds visibility and insight, helping you understand your numbers and make better decisions.
What’s included:
Everything in Basic
Custom financial dashboard tailored to your business
2–3 key financial insights each month
Quick phone support (24-hour response time)
Ongoing communication to keep your books accurate and current
Best for:
Business owners who want clarity, not just compliance, and want to better understand how their business is performing month to month.
Designed for business owners who want to understand their numbers, not just maintain them.
Investment: Starting at $300/month
A high-touch, structured financial partnership designed for business owners who want consistent reporting, deeper insights, and ongoing conversation around their numbers.
What’s included:
Everything in Growth
Monthly Zoom review meeting
Detailed financial review and discussion
Priority support and faster response times
Deeper insight into trends, cash flow, and performance
Best for:
Business owners who want to stay close to their numbers, make more informed decisions, and have a consistent monthly conversation around their financials.
Investment: Starting at $995/month
Behind on your books? You’re not alone. Most new clients start with a cleanup project before moving into a monthly plan.
For businesses that need to get their books organized before moving into a monthly process. These projects are designed to create a clean, accurate foundation.
Services include:
QuickBooks Online setup and configuration
Chart of accounts creation and optimization
Historical cleanup and catch-up bookkeeping
Correction of miscategorized transactions
Full account reconciliation (bank and credit cards)
Additional details:
Projects are scoped and quoted based on complexity
Pricing depends on number of accounts, transaction volume, and how far behind the books are
All services are delivered with a structured monthly process, clear communication, and consistent reporting so you always know where your business stands.
