Choose the basic bookkeeping service package that's the best fit for you and your business:

All basic packages are priced below
use our instant quote tool for more accurate pricing

for specialized bookkeeping or book a call

All Services Include:

  • Monthly income and expense tracking

  • Categorizing all transactions appropriately and consistently

  • ​Monthly Financial Statements that include a Balance Sheet and Profit & Loss report

  • ​Unlimited email and text support

  • ​QBO basic training

  • ​Access to a team of financial and legal professionals

  • 50% off Quickbooks Online Subscription for 12 months

  • A back pocket FULL of financial experts that CARE about you and your business.

Small Business


For businesses with up to $25,000 in monthly revenue or expenses (whichever is greater)

Improved Financial Accuracy

Time and Resource Savings

Enhanced Financial Insights

No Contracts No Commitments

Small Business Bookkeeping

Our basic small business bookkeeping service provides monthly tracking and reconciliation of all your income and expenses, including checking, savings, and credit card accounts. You'll receive polished financial reports via the client portal , and as a new client, you can enjoy discounted back work for any previous month. We'll take care of everything, ensuring your financial records are accurate and up-to-date.

Medium Business


For businesses with $25,001 - $150,000 in monthly revenue or expenses (whichever is greater)

Advanced Interactive Reporting

Advanced Organization

Implementing Profit First Method

No Contracts No Commitments

medium Business Bookkeeping

Our basic medium business bookkeeping service includes everything in the small business packages and the following:

Digital /interactive reporting option

Advanced Chart of Account Designed

Guidance for implementing the Profit First Method

Large Business


For businesses with $150,001 or more in monthly revenue or expenses (whichever is greater)

Outsourced Bill Pay and Invoicing

Monthly Strategy Session

Access to Membership Portal - coming soon

No Contracts No Commitments

large business bookkeeping

Our basic large business bookkeeping service includes everything in the small and medium business packages and the following:

Assisted Bill Pay

We Generate Your Client Invoices

Monthly Strategy Session

Complementary Access to the Membership Portal - Coming Soon


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