Offerings

Choose the level of support that fits your business stage.

From foundational bookkeeping to more strategic reporting and tax support, each package is designed to help owners operate with better information and less stress.

Bookkeeping

Monthly bookkeeping packages

Essential Books

$450 - $550/mo

Ideal for: Solopreneurs, Simple service-based businesses, Low monthly transaction volume

Monthly Bookkeeping
Account Reconciliation: Monthly
Financial Statements: Monthly
Year End Close for stress free tax prep

Enhanced Books

$850 - $1500/mo

Ideal for: Service businesses with moderate volume, Contractors, Home service professionals

Everything in Essential Books, plus:
Tax filing for 1 Federal return and 1 state return
KPI Snapshot: Monthly
Review Call: Loom Video Walkthrough
Priority Support

Performance Accounting

$2000 - $4500/mo

Ideal for: High-growth contractors, Multi-entity businesses, Agencies, Businesses needing deeper advisory

Everything in Enhanced Books, plus:
Quarterly tax strategy planning
KPI Snapshot: Weekly Or Custom Dashboard
Live monthly financial review call
Forecasting: Monthly
Priority Support: Highest

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