Bookkeeping Services 

Bookkeeping services designed to keep your finances organized, your records accurate, and your business moving forward.

Foundation

Starting at $250/month.

Ideal for new businesses, solopreneurs, and small businesses with straightforward bookkeeping needs.

The Foundation package helps you build a strong financial foundation with dependable bookkeeping that keeps your records organized, accurate, and up to date, so you can focus on running and growing your business.

What’s Included

  • Transaction categorization

  • Monthly bank account reconciliation

  • Monthly financial documents (profit & loss, balance sheet, and cash flow statement)

  • Error review and routine corrections

  • Books maintained in QuickBooks Online

  • Email support

Best For

  • Solopreneurs

  • Freelancers

  • Consultants

  • Small service-based businesses with straightforward bookkeeping needs.

Momentum

Starting at $400/month.

Designed for growing businesses with increasing transaction volume and evolving bookkeeping needs.

As your business grows, your bookkeeping should grow with it. The Momentum package provides enhanced bookkeeping support to keep finances organized, your reporting accurate, and your business moving forward with confidence.

What’s Included

  • Everything included in the Foundation package

  • Increased transaction volume

  • Multiple bank and credit card account reconciliations

  • Accounts Payable and Accounts Receivable tracking

  • Monthly financial reports with review

  • Priority email support.

Best For

  • Growing service-based businesses

  • Businesses with multiple bank accounts or credit card accounts

  • Business owners who want greater insight into their financial performance

Prosper

Starting at $600/month.

Designed for established businesses with higher transaction volume and more complex bookkeeping needs.

The Prosper package is designed for businesses with greater financial complexity. It provides dependable bookkeeping support to maintain organized records, accurate reporting, and the financial clarity needed to make informed business decisions.

What’s Included

  • Everything in the Momentum package

  • Supports higher transaction volume

  • Multiple bank and credit card reconciliations

  • Multiple loan or liability account reconciliations (if applicable)

  • Monthly financial statements

  • Priority support

  • Quarterly financial review meeting (optional)

Best For

  • Growing service-based businesses

  • Businesses with multiple financial accounts

  • Owners who need more comprehensive bookkeeping support.

Additional Bookkeeping Services

Need help beyond your monthly bookkeeping package? We also offer one-time and ongoing bookkeeping services tailored to your business needs.

Ongoing Add-On Services

  • Accounts Payable Support

  • Accounts Receivable Support

  • Custom Financial Reports

Pricing Information

Our packages begin at the prices shown above. Final pricing is determined after reviewing your transaction volume, business structure, number of financial accounts, and the condition of your current books.

Accounts payable and accounts receivable services are customized based on your business needs.

Not Sure Which Package Is Right for Your Business?

Every business is unique. During your complimentary strategy session, we’ll learn about your business, discuss your bookkeeping needs, and recommend the package that’s the best fit for your goals.

Schedule Your Strategy Session

One-Time Services

  • Catch-Up & Clean-Up

  • Bookkeeping Review

  • QuickBooks Online Setup