Accounting Services that grow your business.
Whether you need the basics done right or a strategic partner in your corner, there's a package built for where you are right now.
The Essential
Clean books without the headache. This package covers your monthly bookkeeping fundamentals so nothing falls through the cracks.
What's Included:
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Monthly bookkeeping (up to 100 transactions)
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Bank & credit card reconciliation (1-2 accounts)
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Maintain vendor & client records
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Accounts Payable OR Accounts Receivable tracking
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Basic support (48-hour response)
Starting at $350 per month
Best for solo freelancers and self-employed professionals
The Core
More transactions, more complexity — more support. This tier adds accounts tracking and a quarterly check-in so you always know where you stand.
What's Included:
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Everything in The Essentials
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Up to 200 transactions/month
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Bank & credit card reconciliation (3-5 accounts)
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Accounts Payable AND Accounts Receivable tracking
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Basic Financial Statements: Profit & Loss [P&L] and Balance Sheet
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Quarterly review call (1 hour)
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Standard support (24-hour response)
Starting at $500 per month
Best for small businesses with less than10 employees
The Premier
Think of this as having an entire accounting department at your disposal. You get unlimited bookkeeping plus high-level financial strategy every single month.
What's Included:
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Everything in The Core
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Unlimited transactions
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Reconcile all bank & credit card accounts
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Full Accounts Payable AND Accounts Receivable management
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Full financial package reporting
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Monthly review call
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Ad-Hoc reporting
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Priority support (same-day response)
Starting at $900 per month
Best for growing businesses ready for the next level of support.
Add-On Services
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1099 Preparation - $10/hour
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Quarterly Sales Tax Filing - $50 per filing
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Budget or Cash Forecast - $250 per report
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Full financial package reporting - $100 per package (includes Profit & Loss [P&L], Balance Sheet [B/S], Cash Flow, Budget vs Actual, & Retained Earnings [Owner's Position])
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Payroll Processing - $50 per pay cycle (MUST have an existing payroll agency)
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Clean-up/Catch-up work - $150/hour
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Special Projects - $150/hour
A La Carte Services
Is a monthly package not quite right? Or perhaps you don't need ongoing support. No problem! Choose any of the below services billed at our hourly rate of $70 per hour.
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Categorize/post transactions (approx. 100 transactions per hour)
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Reconcile Bank or Credit Card accounts (1 hour per account)
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Accounts Payable or Accounts Receivable tracking (1 hour per account)
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Full AP and AR Management (4 hours per month)
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Vendor and Client Record management (4 hours per month)
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Balance Sheet Reconciliation (3 hours)
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Basic monthly financial statements: P&L, B/S, Cash Flow, Budget vs Actual, Retained Earnings (1 hour per report or 4 hours for all 5 reports)
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Monthly review call
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Consultation (initial consultation is free for first 30 minutes)
Fluent in the tools your business already uses.
QuickBooks Online · Oracle · SAP · Blackline · Bill.com · ClickUp · Trello · Microsoft Office· Adobe
Not on this list? Chances are we can still make it work - just ask.
Let's get your books - and your future - in order.
A 30-minute consultation is free, low-pressure, and genuinely useful. We'll talk about where your business is, what's feeling messy or unclear, and whether we're a good fit. No obligation, no pitch - just a real conversation.