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Bookkeeping Services
Essential Plan - For service-based businesses that need clean, reliable books and financial clarity.
“Monthly investment begins at $499”
Includes:
✔️ Up to 3 bank/credit card accounts
✔️ Up to 300 transactions/month
✔️ Monthly categorization
✔️ Monthly reconciliations
✔️ Financial statements
✔️ QBO file maintenance
✔️ Monthly summary report
✔️ Email support
Growth Plan- For growing businesses with team members and consistent revenue.
“Monthly investment begins at $999”
Includes:
✔️ Up to 5 bank/credit card accounts
✔️ Up to 600 transactions/month
✔️ Monthly categorization
✔️ Monthly reconciliations
✔️ Financial statements
✔️ Payroll processing
✔️ Accounts payable (bill management)
✔️ Accounts receivable (invoicing oversight)
✔️ Integrations (Stripe, Square, Shopify, etc)
✔️ Monthly review call
Premier Plan- For established businesses needing financial leadership.
“Monthly investment begins at $1999”
Includes:
✔️ 5+ bank/credit card accounts
✔️ 600+ transactions
✔️ Monthly categorization
✔️ Monthly reconciliations
✔️ Financial statements
✔️ Payroll & compliance monitoring
✔️ Accounts payable (bill management)
✔️ Accounts receivable (invoicing oversight)
✔️ Inventory tracking
✔️ Sales tax tracking & filing support
✔️ Advanced integrations
✔️ Monthly strategy session
Bookkeeping Cleanup/ Catch-Up
“Monthly investment begins at $1499”
Pricing: