Explore Our Monthly Service Packages

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A cartoon brain character wearing glasses and sneakers, holding a folder, in an office setting with a laptop, plants, notebooks, a coffee mug, and files.

What We Offer

Our monthly bookkeeping packages are designed to make managing your finances simple, predictable, and stress-free. With straightforward monthly pricing, you'll always know exactly what you're paying while gaining the confidence that your books are accurate and up to date. Whether you're a new business, a growing company, or an established organization, there's a package tailored to your current stage and bookkeeping needs.

Each package builds on the last, adding more services and support as your business grows. If you need something beyond what's included, our bookkeeping add-on services allow you to customize your plan with the exact support your business needs. It's a flexible, scalable approach to professional bookkeeping that grows with you, so you can spend less time worrying about your finances and more time running your business.

Essentials Package

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Simple, reliable bookkeeping for businesses building a strong financial foundation and need the essentials to get them going. Perfect for solo business owners and new businesses who want accurate books without the stress. You'll have organized financial records, monthly reports, and peace of mind knowing your bookkeeping is handled.

Best for:
  • Solo-preneurs
  • Startups
  • Small service-based businesses
Includes: 
  • Up to 100 transactions per month
  • Up to 2 bank or credit card accounts
  • Monthly account reconciliations
  • Monthly Profit & Loss Statement
  • Monthly Balance Sheet
  • Email support

Monthly Cost:

  • $350

Growth Package

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Bookkeeping support that grows with your business.
As your business expands, so do your bookkeeping needs. The Growth package provides greater financial visibility and regular support to help you stay organized and make informed decisions. 
Best for:
  • Growing businesses
  • Businesses with employees or contractors
  • Owners who want more financial insight
Includes everything in Foundation, plus:
  • Up to 300 transactions per month
  • Up to 5 bank or credit card accounts
  • Accounts receivable and payable tracking
  • Sales tax tracking
  • Payroll reconciliation (up to 4 employees)
  • Monthly 30-minute financial review meeting

Monthly Cost:

  • $550

CFO Ready Package

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Comprehensive bookkeeping designed to help your business thrive and ready to hand to your CFO. 
For established businesses that need ongoing financial support and proactive bookkeeping. Stay on top of your finances with frequent updates, detailed reporting, and strategic financial conversations throughout the year.
Best for:
  • Established businesses
  • Higher transaction volume
  • Business owners who want a trusted bookkeeping partner
Includes everything in Growth, plus:
  • 300+ transactions per month
  • Multiple bank and credit card accounts
  • Weekly bookkeeping
  • Cash flow reporting
  • Budget vs. Actual reports
  • Unlimited email support
  • Quarterly financial planning meetings

Monthly Cost:

  • $900

Add-On Services

  • Paying employees doesn't have to be stressful. We'll process payroll accurately and on time while helping ensure your payroll records stay organized, giving you one less thing to worry about each pay period.

  • Sales tax requirements can be confusing and time-consuming. We will file your sales tax returns on schedule, helping you stay compliant and avoid costly penalties.

  • Never miss another payment. We'll organize your incoming bills, track due dates, and manage your accounts payable so your vendors are paid on time and your cash flow stays under control.

  • Get paid faster with consistent, professional invoicing. We'll create and send invoices, track outstanding balances, and help keep your accounts receivable organized so you can maintain healthy cash flow.

  • Looking for more than bookkeeping? Our advisory meetings provide financial insights to help you understand your numbers, improve profitability, plan for growth, and make confident business decisions. Think of it as having a trusted financial partner without the cost of a full-time CFO.

  • Behind on your bookkeeping? Don't worry—we'll get you caught up. Whether you've fallen a few months behind or haven't kept your books up in years, we'll organize, reconcile, and clean up your financial records so you can move forward with confidence and accurate financial reporting.

Let’s Connect

Ready to take bookkeeping off your to-do list? Whether you have questions, need help getting your books organized, or want to see if we're a good fit, I'd love to hear from you.

Fill out the form below, and I'll be in touch soon. Together, we can create a bookkeeping solution that gives you confidence in your numbers and more time to focus on what you do best.