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Bookkeeping Service Packages

SERVICES PACKAGE

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Essentials Package

Perfect for solopreneurs and small businesses just starting out
$ Starting at $295/month Includes:
  • Monthly bookkeeping (up to 150 transactions)
  • Bank & credit card reconciliation (up to 2 accounts)
  • Financial statements (Profit & Loss, Balance Sheet)
  • QuickBooks Online access (client-provided license)
  • Email support (response within 48 hours)
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Best For:
Freelancers, sole proprietors, and startups with basic bookkeeping needs.
Popular

Growth Package

Designed for growing businesses that need more robust financial tracking.
$ Starting at $495/month Includes Everything in Essentials, Plus:
  • Up to 300 transactions per month
  • Reconciliation of up to 4 accounts
  • Monthly financial review with a CPA
  • Customized chart of accounts setup
  • Sales tax tracking & reporting
  • Phone & email support (24–48 hour response)
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Best For:
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:
  • Unlimited transactions
  • Reconciliation of up to 6 accounts
  • Cash flow reports & custom financial dashboards
  • Quarterly tax estimate planning
  • Dedicated account manager
  • Priority support (within 24 hours)
  • 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.
Popular

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