Expert Bookkeeping - Accuracy, Insight & Financial Clarity

For $450 per month, small businesses can take control of their finances with a reliable, no-fuss bookkeeping solution. This package includes monthly transaction categorization, basic financial reports (Profit & Loss, Balance Sheet), and email support—providing the essential foundation for financial organization.

Includes:

• Monthly Transaction Categorization – Keep your income and expenses organized for accurate reporting.
• Basic Financial Reports – Receive clear Profit & Loss and Balance Sheet statements each month.
• Email Support – Get answers to your bookkeeping questions when you need them.

📌 Perfect for small businesses looking for fundamental bookkeeping support at an affordable price.

For $550 per month, businesses that need deeper financial insights and accuracy can upgrade to this comprehensive bookkeeping solution. This package includes everything in the previous tier, plus monthly bank and credit card reconciliations, quarterly financial reviews, and phone support to ensure financial consistency and accuracy.

Includes Everything in the Previous Package, plus:

• Monthly Bank & Credit Card Reconciliations – Ensure all financial transactions are accurate and up to date.
• Quarterly Financial Reviews – Gain insights into your business’s financial health with expert guidance.
• Phone & Email Support – Access personalized support beyond just email communication.

📌 Ideal for businesses that need more financial oversight and regular check-ins to stay on track.

For $800 per month, businesses ready for advanced bookkeeping services can access a solution that includes everything in the previous package, plus full accounts payable and receivable management and customized financial reporting to give business owners a clearer picture of their financial health.

Includes Everything in the Previous Package, plus:

• Accounts Payable & Receivable Management – Track outstanding invoices and manage payments efficiently.
• Customized Financial Reporting – Gain deeper insights with tailored financial reports based on your business needs.

📌 Designed for businesses that need advanced bookkeeping and financial organization without full CFO services.

For $950 per month, businesses can enjoy the ultimate financial management solution, combining bookkeeping with tax preparation, filing, and payroll services. This all-in-one package ensures that every aspect of your business’s finances is seamlessly handled—saving you time and stress.

Includes Everything in the Previous Package, plus:

• Tax Preparation & Filing – Stay compliant with tax obligations while maximizing deductions.
• Payroll Services – Process payroll efficiently while ensuring accuracy and compliance.

📌 Perfect for business owners who want a full-service financial solution that covers bookkeeping, payroll, and taxes—all in one place.