Bookkeeping Services Built for Growing Businesses
Services
Basic Bookkeeping Plan
$150/mo
This plan is perfectly sized for growing businesses averaging 1 to 50 transactions per month across your business checking accounts and credit cards. We handle the heavy lifting of sorting, matching, and reconciling your transactions so your ledger stays spotless.
What you get every month:
-
Clear Monthly Financial Reports delivered straight to your inbox so you always know your exact profit, loss, and cash flow.
-
Organized, Tax-Ready Books that make tax season a total breeze instead of a headache.
-
Exclusive Tax Preparation Discount to save you money when it is time to file your annual returns.
-
Peace of Mind knowing your business accounts and credit cards are perfectly balanced.
Premium Bookkeeping Plan
$300/mo
$300/mo
Designed for active, expanding businesses averaging 50 to 100 transactions per month across your business checking accounts and credit cards. We do more than just balance your ledger—we turn your numbers into a clear roadmap for your business.
What you get every month:
-
Visual Performance Dashboard to track your revenue, expenses, and growth trends instantly at a glance.
-
In-Depth Monthly Financial Reports delivered right to your inbox with everything you need to make smart business moves.
-
Flawless Account Reconciliation keeping your high-volume business and credit card accounts perfectly organized.
-
Stress-Free Tax Readiness so you are always prepared and ahead of the game.
-
Exclusive Tax Preparation Discount to save you money when it is time to file your annual returns.
Deluxe Bookkeeping Plan
Starting at $750
Starting at $750
Your ultimate financial partner for scaling your business with total confidence.
Built specifically for high-volume, established businesses averaging 250 or more transactions per month across your business checking accounts and credit cards, starting at $750 a month. This all-inclusive plan gives you the high-level financial support, strategy, and year-round tax protection you need to focus entirely on leading your company.
What you get every month:
-
Visual Performance Dashboard to see your revenue trends, profit margins, and key metrics clearly at a glance.
-
Comprehensive Monthly Financial Reports delivered directly to your inbox for complete financial clarity.
-
Year-Round Tax Planning so you can legally minimize your liability and strategically prepare long before tax season arrives.
-
Tax Preparation and IRS Representation included with plan when it is time to file your annual returns.
-
Proactive Account Reconciliation to keep your high-volume business and credit card accounts flawlessly balanced.
Not sure which fits you? Request a free consultation.