Bookkeeping Designed for Small Businesses
We help business owners get out of the weeds and into clarity. Whether your books are messy, behind, or you’re ready for proactive financial insight, we’ve built a process that makes your numbers work for you.
Step 1: Diagnostic Review
Before we begin any cleanup or ongoing bookkeeping, we start with a one-time Diagnostic Review.
This ensures we understand the true condition of your books and can scope your project accurately, without surprises.
Deep dive into your bookkeeping systems
Reconciliation and balance sheet review
Identification of errors, risks, and gaps
Written findings report
Clear roadmap with next steps
Personalized review call
$297 one-time investment
👉 Applied toward cleanup or your first month of service if you move forward.
Step 2: Cleanup & Catch-Up
If your books are behind or messy, we’ll get everything accurate and up to date - so you can move forward with confidence.
Account reconciliations
Transaction reclassifications
Chart of Accounts cleanup
Balance sheet corrections
Tie-outs for tax prep
Investment:
Cleanup projects are custom-quoted after your Diagnostic Review based on:
Number of months behind
Transaction volume
Complexity (payroll, sales tax, prior errors, etc.)
Most cleanup projects range between 1.5x–2x your ongoing monthly rate per month of cleanup needed.
Minimum project size: 3 months.
Essentials Package
For solo business owners or small teams who need reliable, tax-ready books without the overwhelm.
Up to 2 accounts (~200 transactions)
Monthly categorization & reconciliations
Standard financial reports (P&L, Balance Sheet)
Year-end accountant-ready financials
💲 Starting at $350/month
Advisory Add-Ons
Not ready for a full CFO-level engagement but still want deeper insight? Add strategic support as needed.
Monthly 30-minute strategy call → $250/month
KPI dashboard setup & reporting → $150/month
Budgeting & forecasting → $300/month
Available to active monthly bookkeeping clients only.
Step 3: Ongoing Monthly Bookkeeping
Once your books are in order, we take it from there. Each month, we reconcile your accounts, deliver accurate financial reports, and provide proactive insight so you understand your cash flow, expenses, and profitability, not just at tax time, but all year long.
Growth Package (Most Popular)
For growing businesses that want clarity and insight.
Everything in Essentials, plus:
2–4 accounts (200–500 transactions)
Accounts receivable/payable tracking
Cash flow reporting
Custom reports with monthly highlights
💲 Starting at $550/month
CFO-Level Package (Bookkeeping + Advisory)
For business owners who want strategic insight, forecasting, and ongoing financial guidance.
Everything in Growth, plus:
Unlimited accounts & transactions
Budgeting & forecasting
KPI tracking tailored to your business
Monthly 30-minute strategy call
Advisory support throughout the year
💲 Starting at $1,100/month
Other Add-Ons
Payroll setup & management → from $100/month + $5/employee/run (+$150 setup)
Sales tax filing → $50–$125 depending on frequency
1099 filing → $25–$50 per form
Pricing varies based on complexity and volume.
Ready for peace of mind with your books?
The first step is simple: book a consultation call. We’ll talk through your business, review your books, and outline a clear path to clean, accurate, stress-free bookkeeping.