Bookkeeping Service Packages
Essentials Package
Perfect for solopreneurs and small businesses just starting out
$
Starting at $295/month
Includes:
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Monthly bookkeeping (up to 200 transactions)
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Bank & credit card reconciliation (up to 2 accounts)
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Financial statements (Profit & Loss, Balance Sheet)
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QuickBooks Online access (client-provided license)
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Email support (response within 48 hours)
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Best For:
Freelancers, sole proprietors, and startups with basic bookkeeping needs.
Freelancers, sole proprietors, and startups with basic bookkeeping needs.
Growth Package
Designed for growing businesses that need more robust financial tracking.
$
Starting at $495/month
Includes Everything in Essentials, Plus:
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Up to 300 transactions per month
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Reconciliation of up to 4 accounts
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Monthly financial review
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Customized chart of accounts setup
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Sales tax tracking & reporting
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Phone & email support (24–48 hour response)
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Optional add-ons: payroll, invoicing, bill pay,sales tax
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Best For:
Service-based businesses, consultants, and retail businesses scaling their operations.
Service-based businesses, consultants, and retail businesses scaling their operations.
Popular
Pro Advisory Package
Comprehensive bookkeeping + advisory for established businesses.
$
Starting at $795/month
Includes Everything in Growth, Plus:
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Up to 500 transactions per month
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Reconciliation of up to 6 accounts
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Cash flow reports & custom financial dashboards
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Quarterly tax estimate planning
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Dedicated account manager
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Priority support (within 24 hours)
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Optional add-ons: payroll, invoicing, bill pay
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Best For:
Multi-entity businesses, real estate investors, and professionals who need hands-on advisory and real-time financial clarity.
Multi-entity businesses, real estate investors, and professionals who need hands-on advisory and real-time financial clarity.