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 Essentials
Clean books without the headache. This package covers your monthly bookkeeping fundamentals so nothing falls through the cracks.​
What's Included:
-
Monthly bookkeeping (up to 75 transactions)
-
Bank & credit card reconciliation (1-2 accounts)
-
Accounts Payable OR Accounts Receivable tracking
-
Monthly P&L report
-
Annual 1099 prep support
-
Email support with 48-hour response
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:
-
Everything in The Essentials
-
Up to 200 transactions/month
-
Accounts Payable AND Accounts Receivable tracking
-
Quarterly financial review call (1 hour)
-
Basic Financial Statements: P&L and Balance Sheet
-
Priority 24-hour response
Best for Small businesses with 1–10 employees
The Premier
Think of this as having a CFO in your corner — without the full-time price tag. You get unlimited bookkeeping plus high-level financial strategy every single month.
What's Included:
-
Everything in The Core
-
Unlimited transactions
-
Reconcile all bank & credit card accounts
-
Monthly CFO strategy call (1–2 hours)
-
Cash flow forecasting
-
Quarterly sales tax filing
-
Same-day priority response
Best for Growing businesses ready for fractional CFO support
Fluent in the tools your business already uses.
QuickBooks Online · Oracle · SAP · Blackline · Bill.com · ClickUp · Trello · Microsoft Office
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.