Perfect for businesses who want to stay organized, be tax-ready, and keep their finances in order—without the stress.
Includes:
Monthly categorization of income and expenses
Monthly bank reconciliations
Monthly Profit and Loss and Balance Sheet reports delivered by the 10th of the next month.
Email support
Communication and collaboration with your CPA
$200/month: Up to 80 transactions, 3 bank accounts
$440/month: Up to 200 transactions, 3 bank accounts
Bookkeeping+Managerial accounting
For businesses ready to go beyond the basics—understand your numbers, make smarter decisions, and use your data to drive growth and profitability.
Includes everything in the Bookkeeping Package, PLUS:
Financial Planning: Annual planning calls to set goals and create a roadmap for growth.
Financial Modeling: A customized financial model to project growth, profitability, and scenarios.
Budgeting: Monthly budgeting and cash flow forecasting to help you plan and avoid cash gaps.
Performance Tracking: Monthly budget vs. actual reports to monitor progress and adjust strategies.
On-Demand Support: 1:1 strategy calls to address challenges and opportunities.
All reports delivered by the 5th of the next month.
Starting at $880/month
Pricing varies based on the size of your business, transaction volume, and complexity of services required
Minimum 6 month contracts
For businesses needing a fresh start.
Includes:
Reconciliation of past transactions across all bank accounts and apps (e.g. Square, Gusto)
Organization of financial data into accurate Profit and Loss and Balance Sheet reports
Collaboration with your CPA to resolve tax concerns and ensure compliance
Delivery of cleaned-up books ready for ongoing bookkeeping or tax filing
Catch-Up Work is calculated based on your monthly bookkeeping rate multiplied by the number of months needing to be caught up. A discount is available if you commit to 6+ months of ongoing services.
Plan smarter, scale faster.
A one-time service designed for startups or growing businesses to create a roadmap for success.
Includes:
Customized financial model tailored to your business goals
Forecasting for revenue, expenses, and profitability
Analysis of ROI for new services or investment opportunities
Strategic consultation to optimize your model
Prices starting at $800/project
If you’re just starting your bookkeeping career, this is the best way to begin. We’ll:
Reinforce the Theory: Break down concepts and answer all your questions
Start Practicing Real Cases: Apply what you learn to real-world scenarios
QuickBooks Training
1.5-Hour Sessions (Once a Week)
$600 2-Month Program (8 sessions)
$120 Single 1.5- hour session
Note: Prices are subject to change based on the final scope of work discussed during the consultation
