Bookkeeping Services
We help your small businesses increase profitability by streamlining your bookkeeping, saving you time and money and delivering clear, actionable financial insights that drive smarter decisions and sustainable growth.
Starter Plan
Starting at $350
Best suited for new or small businesses
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Covers up to 2 bank accounts
Includes 1 credit card account
Supports up to 2 loan accounts
Up to 75 transactions per account
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​What's Included​
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Secure client portal access
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Recording and organizing all transactions
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Proper categorization of financial activity
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Bank and account reconciliations
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Quarterly financial reports
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One 1-hour consultation each quarter (phone or Zoom)
Standard Plan
Starting at $550
Designed for growing, established businesses
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Up to 3 bank accounts
Up to 2 credit card accounts
Up to 4 loan accounts
Up to 150 transactions per account
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What’s Included:
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Secure client portal access
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Full transaction entry and organization
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Accurate categorization of finances
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Account reconciliations
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Monthly financial reports
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One 1-hour consultation each month (phone or Zoom)
Most
Popular
Pro + Plan
Starting at $850
Ideal for mid-sized or higher-volume businesses
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Up to 5 bank accounts
Up to 3 credit card accounts
Up to 6 loan accounts
Up to 200 transactions per account
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What’s Included:
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Secure client portal access
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Complete transaction management
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Detailed financial categorization
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Account reconciliations
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Monthly financial reports
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One 1-hour consultation each month (in-person, phone, or Zoom)
